Nasdaq - Delayed Quote
USD
Fidelity Health Savings (FHLSX)
11.42
-0.02
(-0.17%)
At close: 8:07:07 PM EST
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- (Junk)CommonWealth PPS
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth NTF
- Commonwealth Universe
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
Fund Summary
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.
Fund Overview
| Category | -- |
| Fund Family | Fidelity Investments |
| Net Assets | 72.62M |
| YTD Return | 6.02% |
| Yield | 2.85% |
| Morningstar Rating | |
| Inception Date | Mar 02, 2020 |
Performance & Risk
| YTD Return | 6.37% |
| 5y Average Return | 3.66% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
