Fidelity Health Savings Fund Class K (FHLKX) Research

This fund's main objective is to help investors save and build capital specifically for future eligible healthcare costs. It achieves this by primarily investing in a diverse mix of underlying assets, which include both actively managed and passively tracked Fidelity bond and equity funds, as well as exchange-traded funds (ETFs) from both internal and external providers. The portfolio is generally structured with an approximate allocation of 30% towards equity-focused underlying funds and roughly 70% towards bond-focused underlying funds.

Market snapshot

Symbol
FHLKX
Price
$11.79
Day change
+0.68%
Market cap
$73.1M
52-week range
10.6-11.82
Sector
Financial Services
Industry
Asset Management

Peer companies

  • abrdn Focused U.S. Small Cap Active ETF (AFSC)
  • Capital Group International Bond ETF (USD-Hedged) (CGIB)
  • First Trust Dorsey Wright Momentum & Dividend ETF (DDIV)
  • SGI Dynamic Tactical ETF (DYTA)
  • FM Compounders Equity ETF (FMCE)
  • KraneShares MSCI Emerging Markets ex China Index ETF (KEMX)
  • ProShares - Ultra Health Care (RXL)
  • ETC 6 Meridian Quality Growth ETF (SXQG)

Open Fidelity Health Savings Fund Class K (FHLKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.