- Fidelity Select Health Care Services Portfolio
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 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, 2021Top 10 Holdings
Jun 30, 2021Company 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
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% |