Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Fidelity® MSCI Health Care Index ETF(FHLC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FHLC
11/13/2026: FHLC (3-star) is a STRONG-BUY. BUY for 119 days. Simulated Profits (24.43%). Updated daily EoD!
Fidelity® MSCI Health Care Index ETF (FHLC) provides broad, low-cost exposure to the U.S. healthcare sector, capturing companies across the entire market-capitalization spectrum. Its primary strength lies in its low expense ratio and comprehensive benchmark tracking, making it an efficient tool for investors looking to gain sector-specific exposure. The fund is ideal for long-term investors who want to benefit from demographic and medical innovation trends while mitigating the risks of picking individual company winners. Investors should monitor healthcare policy shifts and regulatory changes, as these are primary risks that can impact the sector's performance. Overall, FHLC serves as a stable, low-cost building block for a well-diversified equity portfolio.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund provides exposure to innovative biotechnology and pharmaceutical firms that can drive long-term capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The healthcare sector often exhibits strong relative strength trends that momentum investors can capitalize on during market upcycles. |
| Value investor | Mixed fit | While the sector contains many mature, stable firms, the valuation of healthcare stocks can fluctuate significantly based on regulatory risks. |
| Dividend/Income investor | Mixed fit | Many large-cap pharmaceutical holdings pay reliable dividends, though the fund's primary objective is capital growth rather than income generation. |
| Low-risk investor | Mixed fit | Healthcare is often considered a defensive sector, but it remains subject to political and regulatory risks that can trigger volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth-oriented individual seeking to gain exposure to the healthcare sector without picking individual stocks.
Suitability
FHLC is best suited for long-term investors or passive index followers who want low-cost, broad healthcare exposure within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Sector-specific investments can experience higher volatility than broad market indices due to industry-specific events. |
| Market risk | Medium | The fund is subject to general equity market downturns which impact all securities in the portfolio. |
| Concentration | Medium / high | Being invested in a single sector increases exposure to industry-specific shocks compared to a diversified total market fund. |
| Tracking/expense | Low | The fund's passive management and low expense ratio minimize the impact of tracking error and management fees on returns. |
| Liquidity | Low | The underlying assets are generally highly liquid, reducing the risk of wide spreads during normal market conditions. |
| Business/sector quality | Medium | The sector's reliance on government reimbursement and FDA regulation introduces structural business risks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
FHLC experiences moderate volatility typical of the healthcare sector, which is influenced by clinical trial outcomes and regulatory news.
Market Risk
The fund is fully invested in equity securities, meaning it carries the systematic risk of the U.S. stock market and sector-specific risks associated with healthcare policy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | U.S. Healthcare Stocks | 99.5 | This provides broad, diversified exposure to the entire U.S. healthcare ecosystem, ranging from pharmaceutical giants to medical device innovators. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | This represents residual cash held for operational purposes and efficient fund management. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 51.4% | Avg. Invested days 83 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.