Fidelity Select Health Care
(FSPHX)
161.36
+1.15
+0.72%
+1.15
+0.72%
MORE ON FSPHX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 160.21 |
| Category | Health |
| Net Assets | 3.33 Bil |
| Yield | 0.27% |
| Morningstar Risk | Average |
| Morningstar Return | Average |
- Last NAV update 6/19/2013 1:16 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| 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. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 32.11% | 16.96% | 7.82% | 21.39% | 23.13% |
| Value ($) | 13,211.16 | 15,452.32 | 16,660.81 | 20,224.33 | 24,901.66 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Edward Yoon |
| Tenure (Years) | 5 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 200.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.78% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -0.52% |
| 3 Months | 11.13% |
| 1 Year | 33.75% |
| 3 Years* | 22.61% |
| 5 Years* | 14.14% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FSPHX | Health | |
|---|---|---|
| 5-Yr Return | 14.14% | 13.10% |
| Sharpe Ratio | 1.63 | 2.88 |
| Net Assets | 3.33 Bil | 517.54 Mil |
| Avg Market Cap | 14.94 Bil | 19.45 Bil |
| Avg P/E | 20.35 | 21.67 |
| Portfolio Turnover | 95 | 47 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.01% |
| Cash | 0.99% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Amgen Inc | 8.12% |
| Gilead Sciences Inc | 7.32% |
| Merck & Co Inc | 5.13% |
| McKesson, Inc. | 3.30% |
| Cerner Corporation | 3.12% |
| Pfizer Inc | 2.81% |
| Sanofi | 2.70% |
| Alexion Pharmaceuticals, Inc. | 2.57% |
| Illumina, Inc. | 2.56% |
| Boston Scientific, Inc. | 2.38% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
RECENT QUOTES
WATCHLIST
You're not signed in
You’re not signed in to MSN Money, so you’re seeing the Watchlist that is tied to your computer. For a more consistent Watchlist experience, sign in to MSN Money.
Learn more
Sponsored by:
MARKET UPDATE
[BRIEFING.COM] The major averages ended higher across the board as the S&P 500 advanced 0.8%. Equities climbed steadily since the opening bell as investors prepared for tomorrow's policy decision from the Federal Reserve. Although chatter in recent w
...
More
MORE MARKET NEWS
Sponsored by:
INVESTING TIPS AND TOOLS