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Fidelity Select Health Care Portfolio (FSPHX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Select Health Care Portfolio (FSPHX) Fund

    Last Trade: $230.41 on 9/22/2017, Change: +0.29 (0.13%)

 

Graph of Fidelity Select Health Care Portfolio Fund (FSPHX) ManagerFund Manager - Edward L. Yoon

Fund Manager Information

Fund Manager Tenure: 9.0 years
Fund Family: Fidelity Investments
Fund Category: Health
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Edward Yoon is a manager. Since joining Fidelity Investments in 2006, Mr. Yoon has served as a research analyst and portfolio manager. Prior to joining Fidelity, he worked for JPMorgan Asset Management as a research analyst and co-fund manager from 2002 until 2006.  Get more insights on Edward L. Yoon

 

Graph of Fidelity Select Health Care Portfolio Fund (FSPHX) ProfileFidelity Select Health Care Portfolio Fund (FSPHX) Profile

Fund Profile and Description

Fidelity Select Health Care Portfolio Fund seeks capital appreciation. Fidelity Select Health Care Portfolio 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 may invest in securities of foreign issuers. Fidelity Select Health Care Portfolio Fund is non-diversified.

 

Fidelity Select Health Care Portfolio (FSPHX) Fund Strength What we like about Fidelity Select Health Care Portfolio (FSPHX) Fund

Data for Fidelity Select Health Care Portfolio Fund (FSPHX) as of May 30, 2016

  • Fidelity Select Health Care Portfolio Fund (FSPHX) management has been with Fidelity Select Health Care Portfolio Fund for 9.0 years
  • Fidelity Select Health Care Portfolio Fund (FSPHX) has good mid-term performance (3-year return 19.07% vs 15.21% Health category median performance)
  • Fidelity Select Health Care Portfolio Fund (FSPHX) has good Long-term performance (5-year return 18.41% vs 16.08% Health category median performance)
  • Fidelity Select Health Care Portfolio Fund (FSPHX) ratio of up-years vs down years is greater than 2
  • Fidelity Select Health Care Portfolio Fund (FSPHX) has a Morningstar rating of 4 and above
  • Fidelity Select Health Care Portfolio Fund (FSPHX) is less volatile than its peers as it has a 3-year Standard Deviation of 16.88, lower than category average of 17.59
  • Fidelity Select Health Care Portfolio Fund (FSPHX) has a lower expense ratio than its Health average: 0.72% vs 1.32%
  • Fidelity Select Health Care Portfolio Fund (FSPHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Select Health Care Portfolio Fund (FSPHX) Weakness What we are cautious about Fidelity Select Health Care Portfolio (FSPHX) Fund

Data for Fidelity Select Health Care Portfolio Fund (FSPHX) as of May 30, 2016

  • Fidelity Select Health Care Portfolio Fund (FSPHX) has a less-than-ideal short-term performance (1-year return -13.30% vs -12.93% Health category median performance)
  • Fidelity Select Health Care Portfolio Fund (FSPHX) has an annual stock turnover rate of 76.00% that is higher than the Health average of 43.99%. This could mean Fidelity Select Health Care Portfolio is more nimble, but also signal potential high tax impact and high trading fees
  • As a Health focused fund, Fidelity Select Health Care Portfolio Fund (FSPHX) is less diversified and has inherited sector risks associated with the fund
See Fidelity Select Health Care Portfolio Fund (FSPHX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Select Health Care Portfolio Fund (FSPHX)Compare with other top Health category mutual funds

Aadditional top Health mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Select Health Care Portfolio-6.23-13.3019.0718.41
Hartford Healthcare A (HGHAX)-6.82-7.8017.3816.39Compare
Janus Global Life Sciences T (JAGLX)-7.78-15.8319.3919.37Compare
AllianzGI Health Sciences A (RAGHX)-4.62-9.3315.8113.50Compare

See top fund managers for Health Category Funds

 

Compare Fidelity Select Health Care Portfolio Fund (FSPHX)Compare with Health category ETFs

Some Health ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust NYSE Arca Biotech ETF (FBT)000
SPDR S&P Health Care Equipment ETF (XHE)000
SPDR S&P Biotech ETF (XBI)000
PowerShares S&P SmallCap Health Care ETF (PSCH)000
PowerShares Dynamic Pharmaceuticals ETF (PJP)000

 

Graph of Fidelity Select Health Care Portfolio Fund (FSPHX) Net Asset TrackingFidelity Select Health Care Portfolio (FSPHX) Fund Net Asset

Track net asset change of Fidelity Select Health Care Portfolio fund (FSPHX)

DateNet Asset
05/2016$7.59B
03/2016$7.39B
02/2016$7.45B
More historic net asset information on Fidelity Select Health Care Portfolio Fund (FSPHX)

  

Graph of Fidelity Select Health Care Portfolio Fund (FSPHX) Portfolio TrackingFidelity Select Health Care Portfolio (FSPHX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Select Health Care Portfolio fund (FSPHX)

DateCashStockBondOther
04/20160.53%99.47%0%0%
02/20160.14%99.86%0%0%
01/20160.15%99.85%0%0%
Click here to see more historic asset allocation information on Fidelity Select Health Care Portfolio Fund (FSPHX)

 

graph of Fidelity Select Health Care Portfolio Fund (FSPHX) Top 10 Position TrackingTop 10 Holdings in Fidelity Select Health Care Portfolio (FSPHX) Fund

Discover what Fidelity Select Health Care Portfolio Fund (FSPHX) manager is buying

Apr 29, 2016
Medtronic plc. Ordinary Shares [9.5%]
Amgen Inc. [6.1%]
Boston Scientific Corporation C [5.49%]
Teva Pharmaceutical Industries [4.67%]
Allergan plc Ordinary Shares [4.09%]
Bristol-Myers Squibb Company Co [3.43%]
McKesson Corporation Common Sto [3.21%]
UnitedHealth Group Incorporated [2.78%]
Vertex Pharmaceuticals Incorpor [2.76%]
Cigna Corporation Common Stock [2.34%]

Feb 28, 2016
Medtronic plc. Ordinary Shares [10.17%]
Allergan plc Ordinary Shares [6.68%]
Teva Pharmaceutical Industries [5.72%]
Amgen Inc. [5.36%]
Boston Scientific Corporation C [5.01%]
Bristol-Myers Squibb Company Co [3.89%]
McKesson Corporation Common Sto [2.74%]
UnitedHealth Group Incorporated [2.58%]
Vertex Pharmaceuticals Incorpor [2.28%]
Cigna Corporation Common Stock [2.12%]

Jan 30, 2016
Medtronic plc. Ordinary Shares [9.72%]
Allergan plc Ordinary Shares [6.55%]
Teva Pharmaceutical Industries [5.9%]
Amgen Inc. [4.61%]
Boston Scientific Corporation C [4.49%]
AbbVie Inc. Common Stock [3.58%]
Bristol-Myers Squibb Company Co [3.26%]
McKesson Corporation Common Sto [2.88%]
UnitedHealth Group Incorporated [2.65%]
Cigna Corporation Common Stock [2.19%]
Click here for Stock Holding Change Map in Fidelity Select Health Care Portfolio Fund (FSPHX)

  

Latest News on Fidelity Select Health Care Portfolio (FSPHX) Fund

See what is happening with Fidelity Select Health Care Portfolio Fund (FSPHX)

 

Fidelity Select Health Care Portfolio Fund (FSPHX) Related ResourcesSee more information on Fidelity Select Health Care Portfolio (FSPHX) Fund

Popular pages on Fidelity Select Health Care Portfolio (FSPHX) Fund

  

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