Fidelity Health Savings Fund Quote
| FHLSX Fund | USD 10.36 0.01 0.1% |
PerformanceModest
| Odds Of DistressLow
|
Fidelity Health is trading at 10.36 as of the 22nd of March 2025; that is 0.1 percent increase since the beginning of the trading day. The fund's open price was 10.35. Fidelity Health has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund is designed to assist investors in saving for future eligible medical expenses. Investing primarily in a combination of both actively and passively managed Fidelity bond and equity funds and affiliated and unaffiliated exchange-traded funds . More on Fidelity Health Savings
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of November 2022 |
| Fiscal Year End | September |
Fidelity Health Savings [FHLSX] is traded in USA and was established 22nd of March 2025. Fidelity Health is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Fidelity Investments family. This fund currently has accumulated 55.05 M in assets under management (AUM) with no minimum investment requirementsFidelity Health Savings is currently producing year-to-date (YTD) return of 1.15% with the current yeild of 0.03%, while the total return for the last 3 years was 2.91%.
Check Fidelity Health Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Health Savings Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Health Savings Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| BBJP | JPMorgan BetaBuilders Japan | Etf | Japan Stock | |
| FBIIX | Fidelity Salem Street | Mutual Fund | World Bond-USD Hedged | |
| FNBGX | Fidelity Long Term Treasury | Mutual Fund | Long Government | |
| GDX | VanEck Gold Miners | Etf | Equity Precious Metals | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology |
Fidelity Health Savings Risk Profiles
| Mean Deviation | 0.2979 | |||
| Standard Deviation | 0.3808 | |||
| Variance | 0.145 | |||
| Risk Adjusted Performance | (0.03) |
Fidelity Health Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Health financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Health security.
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