How Is Fidelity Select Medical Delivery Portfolio Fund (FSHCX) Performing?
Fidelity Select Medical Delivery Port (FSHCX - MF report) a Zacks Ranked #2 (Buy) seeks capital appreciation. FSHCX invests a large portion of its assets in common stocks of companies principally engaged in the ownership or management of hospitals, nursing homes, health maintenance organizations, and other companies specializing in the delivery of health care services. FSHCX offers dividends and capital gains twice a year in April and December.
This Sector - Health fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Growth, Intermediate Bond. Further, as of the last filing, UnitedHealth Group Inc. (UNH), Express Scripts Holding Co.(ESRX), and McKesson Corp. (MCK) were the top holdings for FSHCX.
The Fidelity Select Medical Delivery Port fund, managed by Fidelity, carries an expense ratio of 0.80, and requires a minimal initial investment of $2,500.
FSHCX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 32.48%, 3 year 24.82%, and 5 year 21.54%. To see how this fund performed compared in its category, please click here.
FSHCX’s performance, as of the last filing, when compared to funds in its category was in the top 67% in 1 year, top 91% over the past 3 years, and in the 78% over the past 5 years.
Disclosure: more