- Fidelity Advisor Health Care Fund
Fidelity Investments
- US
- Health/Biotechnology
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, 2021Top 10 Holdings
May 28, 2021Company 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
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% |