Fidelity Health Savings Fund (FHLSX)
Fidelity Health Savings Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $11.77, up 0.00% on the session, giving a market capitalisation of $73.9M. Its beta of 0.72 implies it has historically moved less than the broad market.
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.
Fidelity Health Savings Fund is most often compared with the following Financial Services names: