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Morningstar

Fidelity Healthy Future M FAPLX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.82  /  +0.63 %
  • Total Assets 11.2 Mil
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.550%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 68%

USD | NAV as of Jul 04, 2024 | 1-Day Return as of Jul 04, 2024, 5:18 AM GMT+0

Morningstar’s Analysis FAPLX

Will FAPLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FAPLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FAPLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FAPLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Fidelity Healthy Future M's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAPLX

More FAPLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.04 1.2 Mil
Technology

Procter & Gamble Co

6.60 727,596
Consumer Defensive

Thermo Fisher Scientific Inc

4.35 479,375
Healthcare

Vertex Pharmaceuticals Inc

3.77 416,181
Healthcare

Nestle SA

3.72 409,936
Consumer Defensive

Regeneron Pharmaceuticals Inc

3.50 386,183
Healthcare

UnitedHealth Group Inc

2.99 329,916
Healthcare

L'Oreal SA

2.82 310,968
Consumer Defensive

Tesla Inc

2.48 273,353
Consumer Cyclical

UCB SA

2.32 255,293
Healthcare