Fidelity� Select Health Care Portfolio

 (MUTF:FSPHX)   Watch this mutual fund  
Find more results for SelectHealth

Performance

Trailing returns

1 day   +0.41%
   
1 week
   
-3.78%  
4 week   +1.40%
   
3 month
   
-9.40%  
YTD
   
-11.62%  
1 year
   
-10.91%  
3 years*   +8.59%
   
5 years*   +19.45%
   
*annualized
Best 3 month return+17.66%  
Worst 3 month return-29.13%  

Morningstar statistics

Morningstar category: Health
  Return Risk Rating
3 years Above Average Above Average
5 years Above Average Above Average
10 years Above Average Average
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets6.79B 
Front load-  
Deferred load-  
Expense ratio0.73%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash0.49%  
Stocks97.21%  
Bonds0.00%  
Other2.31%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
184.53+1.45(0.79%)
Dec 4, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests at least 80% of assets in securities of companies principally engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Fund filings (PDF) »
Asset manager:
Edward Yoon (Started: Oct 1, 2008)
Advisor Company:
Fidelity SelectCo, LLC
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -8.98 8.61 12.07 8.50
Beta* 1.05 0.90 0.86 0.75
Mean annual return -0.52 1.00 1.61 1.05
R-squared* 44.38 34.48 41.20 58.99
Standard deviation 18.04 17.21 15.39 16.48
Sharpe ratio -0.36 0.69 1.25 0.71
* Against standard index

Top 10 holdings

Security Net Assets  
Medtronic PLC (MDT) 9.84%  
Allergan PLC (AGN) 7.57%  
Amgen Inc (AMGN) 6.69%  
Boston Scientific Corp (BSX) 5.24%  
Teva Pharmaceutical Industries Ltd ADR (TEVA) 3.57%  
Vertex Pharmaceuticals Inc (VRTX) 3.48%  
UnitedHealth Group Inc (UNH) 3.33%  
Alexion Pharmaceuticals Inc (ALXN) 3.01%  
Intuitive Surgical Inc (ISRG) 2.48%  
Fidelity Revere Str Tr 2.31%