Health Care Portfolio Fund Quote
| FSPHX Fund | USD 28.25 0.16 0.56% |
PerformanceVery Weak
| Odds Of DistressLow
|
Health Care is trading at 28.25 as of the 17th of February 2025; that is 0.56% down since the beginning of the trading day. The fund's open price was 28.41. Health Care has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of February 2023 and ending today, the 17th of February 2025. Click here to learn more.
The fund invests at least 80 percent of assets in securities of companies principally engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. More on Health Care Portfolio
Moving together with Health Mutual Fund
Health Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Health Funds, Health, Fidelity Investments, Large Growth, Health (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Health Care Portfolio [FSPHX] is traded in USA and was established 17th of February 2025. Health Care is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Health category and is part of Fidelity Investments family. This fund currently has accumulated 8.46 B in assets under management (AUM) with no minimum investment requirementsHealth Care Portfolio is currently producing year-to-date (YTD) return of 3.67% with the current yeild of 0.0%, while the total return for the last 3 years was 4.54%.
Check Health Care 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 Health 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 Health 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 Health Care Portfolio 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 Health Care Portfolio Mutual Fund Constituents
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| CVS | CVS Health Corp | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care | |
| BIIB | Biogen Inc | Stock | Health Care | |
| SRPT | Sarepta Therapeutics | Stock | Health Care | |
| CNC | Centene Corp | Stock | Health Care | |
| ROG | Rogers | Stock | Information Technology | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care |
Health Care Top Holders
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Health Care Portfolio Risk Profiles
| Mean Deviation | 0.807 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.45 | |||
| Risk Adjusted Performance | (0.10) |
Health Care Against Markets
Other Information on Investing in Health Mutual Fund
Health Care financial ratios help investors to determine whether Health 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 Health with respect to the benefits of owning Health Care security.
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