Fidelity Health Savings Fund (FHLSX) Research
The Fidelity Health Savings Fund is designed to help individuals accumulate wealth for future qualifying medical expenditures, with a primary objective of achieving total return. To accomplish this, it allocates its capital primarily across a diversified portfolio of underlying investment vehicles. These underlying holdings encompass both actively and passively managed bond and equity funds offered by Fidelity, as well as exchange-traded funds (ETFs) from both affiliated and unaffiliated providers. Specifically, the fund strategically allocates approximately 30% of its assets to underlying equity funds and the remaining 70% to underlying bond funds.
Market snapshot
- Symbol
- FHLSX
- Price
- $11.79
- Day change
- +0.68%
- Market cap
- $73.3M
- 52-week range
- 10.59-11.82
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Black Oak Emerging Technology Fund (BOGSX)
- ProFunds Consumer Services Ultra Sector Fund (CYPSX)
- Fidelity Health Savings Index Fund (FHSNX)
- Victory Integrity Discovery Fund (MMEYX)
- Plumb Balanced Fund (PLBBX)
- RiverNorth Capital and Income Fund, Inc. (RSF)
- Guggenheim Large Cap Value Fund (SEGPX)
- T. Rowe Price International Funds, Inc. - T. Rowe Price China Evolution Equity Fund (TCELX)
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