We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Fidelity’s Health Care Sector strategy is compelling for its superb portfolio manager, deep analytical resources, and thoughtful investment approach. The remainder of this analysis is from July 18, 2023.
Fidelity Advisor Health Care C FHCCX
- NAV / 1-Day Return 49.53 / −0.62 %
- Total Assets 4.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.690%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Health
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 37%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0
Morningstar’s Analysis FHCCX
Will FHCCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Boston Scientific Corp | 9.49 | 437.7 Mil | Healthcare |
Eli Lilly and Co | 8.23 | 379.6 Mil | Healthcare |
UnitedHealth Group Inc | 7.80 | 360.1 Mil | Healthcare |
Danaher Corp | 6.37 | 293.7 Mil | Healthcare |
Regeneron Pharmaceuticals Inc | 4.36 | 201.3 Mil | Healthcare |
Merck & Co Inc | 3.92 | 181.0 Mil | Healthcare |
The Cigna Group | 3.43 | 158.3 Mil | Healthcare |
Penumbra Inc | 3.04 | 140.4 Mil | Healthcare |
Stryker Corp | 2.34 | 108.1 Mil | Healthcare |
Insulet Corp | 2.19 | 101.1 Mil | Healthcare |