• Fidelity Select Health Care Services Portfolio

Fidelity Investments

  • US
  • Health/Biotechnology

Fidelity Select Health Care Services Portfolio

FSHCX

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 ownership or management of hospitals, nursing homes, health maintenance organizations, and other companies specializing in the delivery of health care services.

The strategy seeks to outperform its benchmark index through active management.

Next, the research team relies on fundamental analysis to identify companies operated by proven management teams generating a high return on invested capital and cash.

The team prefers companies that are mispriced on a net present More

Price

Last Close

$128.91 ( +3.92 )

52 Week HL

$144.75 - $122.89

Net Assets

$1270 M

Expense Ratio

0.75 %

Sector Allocation

Jun 30, 2021

Top 10 Holdings

Jun 30, 2021

Company Name

  • UNITEDHEALTH GROUP
  • CIGNA CORP
  • Humana Inc
  • Centene Corporation
  • HCA HEALTHCARE

Holding

Company Name

  • CVS HEALTH
  • ANTHEM INC
  • AMERISOURCEBERGEN CORP
  • MOLINA HEALTHCARE
  • SURGERY PARTNERS
  • Total

Holding

  • 0%

Manager

Name

Justin Segalini

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Summary

Annual Reports

Website

Link

Performance

YTD

-7.1 %

3 Year

22.61%

5 Year

81.73%

Best

67.82%
2000

Worst

-44.57%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 2.1% 6.5% -13.3% -1% -1.6% 7.5% -2% 10% 5.3% 7.5% -
Q2 -11.2% 3.3% 12.8% 1.7% 10.8% 9.6% 5.1% 5.5% 1.8% 7.2% -
Q3 - -0.2% 2.4% -5.7% 15.3% -1.2% -3.1% -10.4% 4.8% 5.2% -
Q4 - 10.4% 13.8% 25.9% -13.1% 6% 2.4% 2.8% 10.4% 10.5% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -8.7% 0.5% 11.3% -6.5% -2.7% - - - - - - -
2021 -0.1% -1.5% 8.3% 2.8% 2.2% -1.6% 0.4% -2.5% 2% -0.3% -5.5% 8.5%

+
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
FSHCX -7%12%17%20%10%25%2%7%24%35%11%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -7%-16%2%-9%16%6%-6%7%10%6%11%

FSHCX S&P 500

Chart +