Fidelity Health Savings Fund Class K (FHLKX)
Fidelity Health Savings Fund Class K operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $11.69, up 0.26% on the session, giving a market capitalisation of $73.4M. On trailing twelve-month figures it carries a trailing P/E of 34.38, a net margin of 9.8%. Its beta of 0.72 implies it has historically moved less than the broad market.
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.
Fidelity Health Savings Fund Class K is most often compared with the following Financial Services names: