NasdaqGM - Delayed Quote USD

Fidelity Health Savings Fund (0P0001IULS)

9.96 -0.01 (-0.10%)
At close: April 5 at 4:00 PM EDT

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

  • Augsburger Aktienbank AG
  • FIL Fondsbank GmbH
  • European Bank for Financial Services GmbH (eBase)
  • Sweden Retail Universe

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 Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 59.19M
YTD Return 2.61%
Yield 2.85%
Morningstar Rating
Inception Date Mar 02, 2020

Performance & Risk

YTD Return 1.90%
5y Average Return 0.00%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

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