NASDAQ · Asset Management

Fidelity Health Savings Fund (FHLSX) Stock

$11.77 +0.00% NASDAQ: FHLSX Financial Services

The Fidelity Health Savings Fund is designed to help individuals accumulate wealth for future qualifying medical expenditures, with a primary objective of achieving total return. To accomplish this, it allocates its capital primarily across a diversified portfolio of underlying investment vehicles.

Valuation

MetricValue
Price$11.77
Market Cap$73.87M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$11.82
52-Week Low$10.80
Dividend Yield3.14%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y12.03%
Return 3Y34.63%
Return 5Y21.09%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
BOGSXBlack Oak Emerging Technology Fund $11.08 -1.42% $79.59M 4.24%
CYPSXProFunds Consumer Discretionary UltraSector Fund Service Class $58.90 -0.52% $62.69M 0.00%
FHSNXFidelity Health Savings Index Fund $11.52 +0.00% $35.38M 3.13%
MMEYXVictory Integrity Discovery Fund $68.66 +0.31% $93.79M 7.00%
PLBBXPlumb Balanced Fund $41.08 +0.00% $66.97M 8.47%

About Fidelity Health Savings Fund

The Fidelity Health Savings Fund is designed to help individuals accumulate wealth for future qualifying medical expenditures, with a primary objective of achieving total return. To accomplish this, it allocates its capital primarily across a diversified portfolio of underlying investment vehicles. These underlying holdings encompass both actively and passively managed bond and equity funds offered by Fidelity, as well as exchange-traded funds (ETFs) from both affiliated and unaffiliated providers. Specifically, the fund strategically allocates approximately 30% of its assets to underlying equity funds and the remaining 70% to underlying bond funds.

Fidelity Health Savings Fund is headquartered in US.

Fidelity Health Savings Fund (FHLSX) stock trades at $11.77 with a market capitalization of $73.87M. Over the past 52 weeks the stock has ranged between $10.80 and $11.82, and currently trades at its 52-week high. It pays a dividend yielding 3.14%.

Official website: fundresearch.fidelity.com/mutual-funds/summary/316069335

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