Fidelity® Select Health Care Portfolio (FSPHX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective 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.


1 month-5.68% 3 years+33.60%
3 months+3.17% 5 years+23.81%
1 year+28.28% Since inception+16.50%
Data through --

Peer Comparisonvs. Health

Performance 5-yr return+23.81%+20.70%
Expense ratio0.77%1.46%
Risk 5 year sharpe ratio1.681.36
Net assets$7.3B$2.9B
Average market cap$20.2B$27.2B
Average P/E30.929.1
Portfolio turnover99%99%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureEdward Yoon / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock86.66%
International stock10.64%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 88.59%
Hardware 4.24%
Business service 1.98%
Industrial materials 1.43%
Telecommunication 0.56%
Top 10 Holdings
Portfolio weighting
ACT Actavis PLC7.03%
MCK McKesson Corp5.01%
SHPG Shire PLC ADR4.44%
ABBV AbbVie Inc3.41%
A Agilent Technologies Inc3.20%
ALXN Alexion Pharmaceuticals Inc3.17%
BIIB Biogen Idec Inc3.17%
COV Covidien PLC3.11%
BSX Boston Scientific Inc3.06%
AGN Allergan Inc2.90%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.