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FHLKX Fidelity Health Savings K Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL).

Industry description

The investment seeks total return. The fund is designed to assist investors in saving for future eligible medical expenses. Investing primarily in a combination of both actively and passively managed Fidelity bond and equity funds and affiliated and unaffiliated exchange-traded funds (collectively, underlying funds). Investing approximately 30% of the fund's assets in underlying equity funds and 70% of the fund's assets in underlying bond funds.

Market Cap

The average market capitalization across the Fidelity Health Savings K MF is 2.56T. The market cap for tickers in the group ranges from 2.62T to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AAPL at 2.62T.

Volume

The average weekly volume growth across all stocks in the Fidelity Health Savings K MF was -17%. For the same stocks of the MF, the average monthly volume growth was -29% and the average quarterly volume growth was -26%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 83
P/E Growth Rating: 59
Price Growth Rating: 28
SMR Rating: 26
Profit Risk Rating: 13
Seasonality Score: -43 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Conservative Allocation
Address
Fidelity Charles Street Trust82 Devonshire StreetBoston
Phone
N/A
Web
www.institutional.fidelity.com
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FHLKX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, FHLKX has been closely correlated with ONCFX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if FHLKX jumps, then ONCFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FHLKX
1D Price
Change %
FHLKX100%
+0.19%
ONCFX - FHLKX
89%
Closely correlated
+0.16%
OICAX - FHLKX
88%
Closely correlated
+0.16%
JFLJX - FHLKX
88%
Closely correlated
+0.23%
OCGCX - FHLKX
88%
Closely correlated
+0.16%
BKMIX - FHLKX
88%
Closely correlated
+0.20%
More