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Fidelity Health Savings (FHLSX)

11.42 -0.02 (-0.17%)
At close: November 2 at 6:12:07 PM EST
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  • Previous Close 11.44
  • YTD Return 6.02%
  • Expense Ratio 0.49%
  • Category --
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 72.62M
  • Beta (5Y Monthly) 0.70
  • Yield 2.85%
  • 5y Average Return --
  • Holdings Turnover 54.00%
  • Last Dividend 0.29
  • Inception Date Mar 2, 2020

The fund is designed to assist investors in saving for future eligible medical expenses. Investing primarily in a combination of both actively and passively managed Fidelity bond and equity funds and affiliated and unaffiliated exchange-traded funds (collectively, underlying funds). Investing approximately 30% of the fund's assets in underlying equity funds and 70% of the fund's assets in underlying bond funds.

Fidelity Investments

Fund Family

--

Fund Category

72.62M

Net Assets

2020-03-02

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026.

YTD Return

FHLSX
6.02%
Category
0.00%

1-Year Return

FHLSX
8.08%
Category
0.00%

3-Year Return

FHLSX
11.08%
Category
0.00%

5-Year Return

FHLSX
3.94%
Category
0.00%

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