Fidelity Health Savings Fund Class K (FHLKX) Investment Research Dashboard
About Fidelity Health Savings Fund Class K (FHLKX) stock analysis
Get live FHLKX stock price $11.54, comprehensive Fidelity Health Savings Fund Class K stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time FHLKX stock data and investment insights.
Loading chart data...
Fidelity Health Savings Fund Class K (FHLKX) Overview
Fidelity Health Savings Fund Class K (FHLKX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, FHLKX trades at $11.54 with a market capitalization of 73.18M . Over the past 52 weeks, FHLKX has traded between $10.68 and $11.82 , with the current price positioned at approximately 75% of this range ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 73.18M
- Current price: $11.54
- 52-week range: $10.68 - $11.82
- P/E ratio: 95.85
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
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...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 245 Summer Street
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 95.8)
✓ Lower volatility stock (Beta: 0.72) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Fidelity Health Savings Fund Class K shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Fidelity Health Savings Fund Class K
- ⚠Investors should consider how Fidelity Health Savings Fund Class K fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 95.8) requires strong growth to justify
Market Cap
73.18M
P/E Ratio (TTM)
95.85
Beta
0.72
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare FHLKX with peer companies:
- Price
- $37.67+0.00% (1D)
- Market cap
- 84.51M
- Price
- $25.24-0.29% (1D)
- Market cap
- 64.64M
- Price
- $46.80+0.36% (1D)
- Market cap
- 66.60M
- Price
- $31.11+1.20% (1D)
- Market cap
- 103.16M
- Price
- $27.52+0.00% (1D)
- Market cap
- 68.58M
- Price
- $46.65+2.07% (1D)
- Market cap
- 129.13M
- Price
- $55.35-3.62% (1D)
- Market cap
- 79.18M
- Price
- $32.12-0.42% (1D)
- Market cap
- 64.22M
- Price
- $36.57+0.00% (1D)
- Market cap
- 86.38M
- Price
- $49.53+0.31% (1D)
- Market cap
- 64.73M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
83/100 ⭐⭐⭐⭐⭐
- Overall
- -0.4%
- NYSE
- -0.4%
- NASDAQ
- -0.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Communication Services | +0.4% | +3.4% | +2.7% | 22.3 | 90/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.4% | +1.7% | +1.8% | 19.0 | 83/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +0.5% | +2.8% | +3.1% | 29.9 | 82/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.8% | -0.9% | +1.6% | 23.9 | 66/100⭐⭐⭐⭐ |
| Energy | -0.4% | -3.5% | -3.1% | 19.4 | 59/100⭐⭐⭐⭐ |
| Basic Materials | -1.1% | -1.6% | -3.7% | 24.9 | 51/100⭐⭐⭐ |
| Real Estate | -1.6% | -3.3% | -3.9% | 28.7 | 39/100⭐⭐ |
| Consumer Cyclical | -0.3% | +0.0% | -7.4% | 41.9 | 38/100⭐⭐ |
| Utilities | -2.7% | -8.5% | -8.2% | 25.9 | 20/100⭐ |
| Industrials | -2.6% | -5.5% | -14.4% | 29.1 | 12/100⭐ |
| Technology | -2.5% | -7.7% | -12.7% | 39.8 | 11/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-30.