Description

The Fidelity Health Savings Fund is designed to help individuals accumulate wealth for future qualifying medical expenditures, with a primary objective of achieving total return. To accomplish this, it allocates its capital primarily across a diversified portfolio of underlying investment vehicles. These underlying holdings encompass both actively and passively managed bond and equity funds offered by Fidelity, as well as exchange-traded funds (ETFs) from both affiliated and unaffiliated providers. Specifically, the fund strategically allocates approximately 30% of its assets to underlying equity funds and the remaining 70% to underlying bond funds.