Fidelity® Select Medical Delivery Portfolio (FSHCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the ownership or management of hospitals, nursing homes, health maintenance organizations, and other companies specializing in the delivery of health care services. 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.


1 month+0.66% 3 years+23.72%
3 months+6.83% 5 years+18.73%
1 year+25.91% Since inception+12.19%
Data through --

Peer Comparisonvs. Health

Performance 5-yr return+18.73%+22.12%
Expense ratio0.82%1.47%
Risk 5 year sharpe ratio1.331.42
Net assets$738.0M$2.9B
Average market cap$16.9B$27.4B
Average P/E21.827.7
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Bullock / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock95.22%
International stock4.07%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 84.56%
Consumer service 3.12%
Business service 1.22%
Hardware 1.04%
Financial service 0.32%
Top 10 Holdings
Portfolio weighting
UNH UnitedHealth Group Inc16.25%
ESRX Express Scripts12.49%
MCK McKesson Corp9.49%
CAH Cardinal Health Inc7.68%
HCA HCA Holdings Inc5.83%
CI Cigna Corp4.58%
DGX Quest Diagnostics Inc3.91%
DVA DaVita HealthCare Partners Inc3.76%
CYH Community Health Systems Inc3.70%
MD Mednax Inc2.33%

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