Description

This investment vehicle is established to enable individuals to accumulate savings specifically for eligible healthcare expenditures anticipated in the future. Its strategy typically involves deploying at least 80% of its total assets into a diverse array of underlying funds. These underlying holdings encompass passively managed bond and equity funds managed by Fidelity, as well as both affiliated and independent exchange-traded funds (ETFs). Within this structure, the fund generally maintains an approximate allocation of 30% toward underlying equity funds and 70% toward underlying bond funds.