Fidelity Health Savings Index Fund (FHSNX) Research

This investment vehicle is established to enable individuals to accumulate savings specifically for eligible healthcare expenditures anticipated in the future. Its strategy typically involves deploying at least 80% of its total assets into a diverse array of underlying funds. These underlying holdings encompass passively managed bond and equity funds managed by Fidelity, as well as both affiliated and independent exchange-traded funds (ETFs). Within this structure, the fund generally maintains an approximate allocation of 30% toward underlying equity funds and 70% toward underlying bond funds.

Market snapshot

Symbol
FHSNX
Price
$11.51
Day change
+0.61%
Market cap
$35.0M
52-week range
10.45-11.56
Sector
Financial Services
Industry
Asset Management

Peer companies

  • MFS Intermediate High Income Fund (CIF)
  • Frank Value Fund (FRNKX)
  • Fidelity Sustainability U.S. Equity Fund (FSEBX)
  • Guinness Atkinson China & Hong Kong Fund (ICHKX)
  • James Micro Cap Fund (JMCRX)
  • Plumb Equity Fund (PLBEX)
  • RBC Small Cap Core Fund (TEEAX)
  • Walthausen Small Cap Value Fund (WSCVX)

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