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Morningstar

Fidelity Healthy Future Z FAPNX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.96  /  +0.54 %
  • Total Assets 11.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.16%
  • 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 FAPNX

Will FAPNX 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 FAPNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FAPNX 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 FAPNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Healthy Future Z’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FAPNX

More FAPNX 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