• Fidelity Advisor Health Care Fund

Fidelity Investments

  • US
  • Health/Biotechnology

Fidelity Advisor Health Care Fund

FHCCX

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies that are engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine.

Next, the research team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Then the manager constructs a diversified portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction More

Price

Last Close

$39.07 ( -0.87 )

52 Week HL

$56.02 - $37.28

Net Assets

$7270 M

Expense Ratio

0.61 %

Sector Allocation

Apr 07, 2021

Top 10 Holdings

May 28, 2021

Company Name

  • UNITEDHEALTH GROUP
  • Humana, Inc
  • Cigna Corporation
  • BOSTON SCIENTIFIC
  • DANAHER CORP

Holding

  • 9.3
  • 6.3
  • 5.8
  • 5.4
  • 5.2

Company Name

  • Eli Lilly
  • CENTENE CORP
  • Penumbra, Inc.
  • Astrazeneca PLC
  • Regeneron Pharmaceuticals
  • Total

Holding

  • 4.6
  • 3.5
  • 2.8
  • 2.6
  • 2.6
  • 48.1%

Manager

Name

Edward Yoon

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-

3 Year

10.71%

5 Year

20.13%

Best

54.57%
2013

Worst

-18.74%
2002

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -9.8% 1.2% -11.3% 10.2% 5% 11.9% -11.8% 11.5% 9.6% 14.1% -
Q2 -15.6% 6.7% 20.3% 1.7% 9.8% 7.7% 5.5% 1.2% 5.1% 5.5% -
Q3 - 5.6% 3.5% -6.9% 10.5% 3.5% 4.5% -20.5% 5.7% 11.7% -
Q4 - -3.1% 1.8% 20.5% -15.1% -2.3% -8.4% 8.7% 8% 12.8% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -13.5% 1.1% 3.1% 0.2% -13.5% - - - - - - -
2021 1.8% -0.7% 0.2% 5.1% -1.5% 3.1% 0.8% 2.6% 2.2% -2.3% -6.6% -2.4%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FHCCX -2%13%26%6%23%-11%-2%32%55%19%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha --27%-3%-2%13%4%-19%-2%18%26%19%

FHCCX S&P 500

Chart +