Fidelity® Select Medical Delivery Portfolio (FSHCX)

89.03
Net Asset Value
-0.99%
1 Day
+8.41%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
No Load
Sales Expenses
0.82%
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.

Performance

1 month+1.78% 3 years+20.80%
3 months+9.19% 5 years+19.84%
1 year+35.39% Since inception+12.58%
Data through --

Peer Comparisonvs. Health

 FSHCXCategory
Performance 5-yr return+19.84%+22.35%
Expense ratio0.82%1.44%
Risk 5 year sharpe ratio1.271.49
Net assets$929.1M$3.9B
Average market cap$24.8B$35.3B
Average P/E22.725.2
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

Holdings

U.S. stock96.60%
International stock2.98%
Cash0.41%
Fixed income0.00%
Other0.00%
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 UnitedHealth17.50%
ESRX Express Scripts Holding Co11.89%
MCK McKesson Corp8.51%
CAH Cardinal Health Inc6.64%
CI Cigna Corp5.58%
HCA HCA Holdings Inc4.94%
AET Aetna4.57%
ANTM WellPoint4.23%
DVA DaVita HealthCare Partners Inc4.23%
HSIC Henry Schein Inc2.98%

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