About FAPKX
Fidelity Advisor Healthy Future Fund - Class C is a mutual fund focused on equity investments in companies positioned to advance health, wellness, and longevity. Its primary goal is long-term capital growth by targeting firms that are innovating to extend or improve life expectancy, enhance quality of life, and address environmental challenges impacting health. The fund maintains a diverse portfolio with significant allocations to sectors like healthcare, biotechnology, consumer goods, and technology, reflecting its interdisciplinary approach to future health trends. Notable holdings have included leading names such as Tesla, Procter & Gamble, Thermo Fisher Scientific, NVIDIA, and UnitedHealth Group, underscoring its commitment to both established and innovative growth companies. Managed by seasoned professionals, the fund employs a strategy of investing at least 80% of its assets in companies aligned with its health-driven mission. With over 70 holdings and a relatively high expense ratio compared to peers, this fund plays a niche role in the market for investors seeking exposure to the intersection of medical, technological, and environmental solutions shaping the future of health and wellness.
Fund Family Fidelity
Category GL Health/Biotech
Performance Rating Low
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol FAPKX
Share Class Class C
Index MSCI AC World TR USD
FAPKX had a total return of 7.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.74%.
