C
Fidelity Health Savings Fund - Class K FHLKX
NASDAQ
Recommendation
NAV
--
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FHLKX-NASDAQ Click to
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Rating C
Reward Index Weak
Reward Grade D+
Risk Index Fair
Risk Grade C
Company Info FHLKX-NASDAQ Click to
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Provider Fidelity Investments
Manager/Tenure (Years) Avishek Hazrachoudhury (6), Hongshu Chen (2)
Website http://www.institutional.fidelity.com
Fund Information FHLKX-NASDAQ Click to
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Fund Name Fidelity Health Savings Fund - Class K
Category Global Moderately Conservative Allocation
Sub-Category Moderate Allocation
Prospectus Objective Growth and Income
Inception Date Mar 02, 2020
Open/Closed To New Investors Open
Minimum Initial Investment 0.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares FHLKX-NASDAQ Click to
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Dividend Yield 3.05%
Dividend FHLKX-NASDAQ Click to
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Dividend Yield (Forward) 1.70%
Asset Allocation FHLKX-NASDAQ Click to
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Cash 9.84%
Stock 36.13%
U.S. Stock 17.52%
Non-U.S. Stock 18.61%
Bond 49.69%
U.S. Bond 33.09%
Non-U.S. Bond 16.60%
Preferred 0.03%
Convertible 0.02%
Other Net 4.29%
Price History FHLKX-NASDAQ Click to
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7-Day Total Return 0.00%
30-Day Total Return 3.80%
60-Day Total Return 1.37%
90-Day Total Return 2.70%
Year to Date Total Return 4.64%
1-Year Total Return 16.06%
2-Year Total Return 25.37%
3-Year Total Return 32.10%
5-Year Total Return 22.47%
Price FHLKX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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NAV FHLKX-NASDAQ Click to
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1-Month Low NAV $10.97
1-Month High NAV $11.56
52-Week Low NAV $10.27
52-Week Low NAV (Date) Apr 25, 2025
52-Week High NAV $11.56
52-Week High Price (Date) Apr 17, 2026
Beta / Standard Deviation FHLKX-NASDAQ Click to
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Beta 0.99
Standard Deviation 6.54
Balance Sheet FHLKX-NASDAQ Click to
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Total Assets 68.84M
Operating Ratios FHLKX-NASDAQ Click to
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Expense Ratio 0.39%
Turnover Ratio 54.00%
Performance FHLKX-NASDAQ Click to
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Last Bull Market Total Return 14.54%
Last Bear Market Total Return -8.98%