Fidelity Select Medical Delivery Portfolio (FSHCX)

64.31
Net Asset Value
+0.91%
1 Day
+12.10%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
No Load
Sales Expenses
0.84%
Expense Ratio
High
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+5.58% 3 years+15.76%
3 months+8.31% 5 years+10.78%
1 year+18.31% Since inception+11.37%
Data through --

Peer Comparisonvs. Health

 FSHCXCategory
Performance 5-yr return+10.78%+12.10%
Expense ratio0.84%1.55%
Risk 5 year sharpe ratio0.540.71
Net assets$557.3M$1.5B
Average market cap$16.1B$19.4B
Average P/E17.121.6
Portfolio turnover96%96%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSteven Bullock / 0 Years
Minimal initial investment$2,500.00
Minimum IRA investment$200.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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 Inc17.84%
ESRX Express Scripts17.73%
MCK McKesson, Inc.8.52%
CI Cigna Corp5.40%
ABC AmerisourceBergen Corp4.56%
HSIC Henry Schein, Inc.4.17%
DGX Quest Diagnostics Inc4.15%
LH Laboratory Corporation of America Holdings3.78%
MD Mednax, Inc.3.29%
CAH Cardinal Health Inc2.95%

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