- What does FAPHX invest in?
- The fund invests at least 80% of its assets in equity securities of companies that FMR believes are working to: (i) extend and/or improve life expectancy, enhance health and wellness in people’s lives, and/or (ii) mitigate environmental impacts affecting health and wellness, in each case through the products, services, or technology they provide.
- What is the expense ratio of FAPHX?
- Fidelity Healthy Future (FAPHX) charges an expense ratio of 1.05%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FAPHX?
- Fidelity Healthy Future (FAPHX) manages $15.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FAPHX actively managed or an index fund?
- FAPHX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FAPHX launched?
- Fidelity Healthy Future (FAPHX) launched in June 2022 and is managed by Fidelity.
- How has FAPHX performed?
- FAPHX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
