FHLKX Stock Price, Chart, Stats & News

Fidelity Health Savings Fund Class K
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Fundamentals
Gross margin | 50.63% |
Operating margin | 18.03% |
Pretax margin | 16.71% |
Net margin | 9.82% |
Effective tax rate | 41.38% |
ROA | 3.95% |
ROE | 6.99% |
D/E | 0.37x |
Interest coverage ratio | – |
FHLKX valuation
P/E | – |
P/S | 0.02x |
P/B | – |
P/CF | – |
P/FCF | 0.18x |
P/OCF | – |
PEG | – |
EV multiple | -1.03x |
About
This fund's main objective is to help investors save and build capital specifically for future eligible healthcare costs. It achieves this by primarily investing in a diverse mix of underlying assets, which include both actively managed and passively tracked Fidelity bond and equity funds, as well as exchange-traded funds (ETFs) from both internal and external providers. The portfolio is generally structured with an approximate allocation of 30% towards equity-focused underlying funds and roughly 70% towards bond-focused underlying funds.
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