Fidelity Advisor Health Care Fund Class M (FACTX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Advisor Health Care Fund Class M (FACTX) trades at $55.51 with AI Score 44/100 (Grade C). Fidelity Advisor Health Care Fund Class M (FACTX) is a mutual fund focused on investing in the healthcare sector. Market cap: $2.91B, Sector: Financial services.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for FACTX: FACTX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates FACTX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
FACTX: the 1 perspectives are evenly split.
How is this calculated? →Fidelity Advisor Health Care Fund Class M (FACTX) Financial Services Profile
Fidelity Advisor Health Care Fund Class M (FACTX) is a financial services fund specializing in healthcare investments, leveraging fundamental analysis to select domestic and foreign issuers within the health care and medicine sectors, offering investors exposure to this specific market segment with a beta of 0.85.
What Is the Investment Thesis for FACTX?
Fidelity Advisor Health Care Fund Class M (FACTX) presents an investment opportunity for those seeking targeted exposure to the healthcare sector. With a market cap of $2.91B and a beta of 0.85, the fund offers a focused approach to investing in companies involved in healthcare and medicine. The fund's strategy of investing at least 80% of its assets in healthcare-related securities aligns it directly with the growth trends in the industry. Catalysts include ongoing advancements in medical technology and increasing global healthcare spending. However, potential risks include regulatory changes and competitive pressures within the healthcare industry. The fund's fundamental analysis approach aims to mitigate these risks by identifying companies with strong financials and industry positioning. The absence of a dividend yield suggests a focus on capital appreciation rather than income generation.
Based on FMP financials and quantitative analysis
FACTX Key Highlights
- Market Cap: $3.15B indicating substantial assets under management.
- Beta: 0.85 suggests lower volatility compared to the overall market.
- Focus on Healthcare Sector: At least 80% of assets invested in healthcare-related companies.
- Global Exposure: Investments in both domestic and foreign issuers.
- Fundamental Analysis: Investment decisions based on company financials and industry position.
Who Are FACTX's Competitors?
FACTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| EAGL Eagle Capital Select Equity ETF | $33.16 | +0.61% | $4.32B | 44 |
| FACDX Fidelity Advisor Health Care Fund Class A | $62.86 | +1.73% | $2.91B | 44 |
| FBMPX Fidelity Select Multimedia Portfolio | $141.98 | -0.89% | $2.85B | 44 |
| FELIX Fidelity Advisor Semiconductors Fund | $198.56 | -5.05% | $6.09B | 47 |
| FHCCX Fidelity Advisor Health Care Fund Class C | $41.08 | +1.73% | $2.91B | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FACTX's Key Strengths?
- Specialized focus on the healthcare sector.
- Experienced management team at Fidelity Investments.
- Diversified portfolio of healthcare stocks.
- Access to Fidelity's research and resources.
What Are FACTX's Weaknesses?
- Concentrated sector exposure increases risk.
- Performance is highly dependent on the healthcare industry's performance.
- Subject to regulatory and political risks in the healthcare sector.
- No dividend yield may deter some investors.
What Could Drive FACTX Stock Higher?
- Advancements in medical technology and biopharmaceuticals driving growth in the healthcare sector.
- Increasing global healthcare spending due to aging populations and rising incomes.
- Potential regulatory changes that could benefit or hinder specific healthcare sub-sectors.
- Innovation in healthcare delivery models, such as telehealth and remote patient monitoring.
What Are the Key Risks for FACTX?
- Regulatory changes and healthcare reforms impacting profitability.
- Increased competition among healthcare companies.
- Economic downturns reducing healthcare spending.
- Patent expirations and generic drug competition affecting pharmaceutical companies.
- Geopolitical risks impacting global healthcare supply chains.
What Are the Growth Opportunities for FACTX?
- Aging Global Population: The increasing global population, particularly the aging demographic in developed countries, is driving demand for healthcare products and services. This demographic shift creates a sustained growth opportunity for companies in the healthcare sector, benefiting FACTX's portfolio companies. The global elderly population (65+) is projected to reach 1.6 billion by 2050, creating a long-term tailwind for healthcare investments.
- Technological Advancements in Healthcare: Rapid advancements in medical technology, including genomics, personalized medicine, and digital health, are transforming the healthcare landscape. Companies that innovate and adopt these technologies are poised for significant growth, offering FACTX potential investment opportunities. The global digital health market is projected to reach $660 billion by 2025, representing a substantial growth area.
- Emerging Markets Healthcare Expansion: Healthcare spending in emerging markets is growing rapidly as these economies develop and their populations gain access to better healthcare services. This expansion presents opportunities for FACTX to invest in companies that are targeting these high-growth markets. Healthcare expenditure in emerging markets is expected to grow at a CAGR of 7-10% over the next decade.
- Biopharmaceutical Innovation: The biopharmaceutical industry is experiencing a wave of innovation, with new drugs and therapies being developed to treat a wide range of diseases. FACTX can benefit from investing in companies that are at the forefront of this innovation, particularly those developing breakthrough treatments. The global biopharmaceutical market is projected to reach $500 billion by 2025, driven by new drug approvals and increasing demand for innovative therapies.
- Increased Healthcare Spending: Overall healthcare spending is increasing globally, driven by factors such as rising incomes, expanding insurance coverage, and the development of new treatments. This trend creates a favorable environment for companies in the healthcare sector and provides opportunities for FACTX to generate returns. Global healthcare expenditure is projected to reach $10 trillion by 2022, reflecting the growing importance of healthcare in the global economy.
What Opportunities Does FACTX Have?
- Growth in emerging markets healthcare spending.
- Advancements in medical technology and biopharmaceuticals.
- Increasing demand for healthcare services due to aging populations.
- Potential for outperformance through stock selection.
What Threats Does FACTX Face?
- Regulatory changes and healthcare reforms.
- Increased competition in the healthcare industry.
- Economic downturns affecting healthcare spending.
- Patent expirations and generic drug competition.
What Are FACTX's Competitive Advantages?
- Established Brand: Fidelity Investments has a strong reputation and brand recognition in the asset management industry.
- Experienced Management Team: The fund is managed by experienced professionals with expertise in healthcare investing.
- Diversified Portfolio: The fund's investments are diversified across various healthcare sub-sectors and geographies.
What Does FACTX Do?
Fidelity Advisor Health Care Fund Class M (FACTX) is a mutual fund managed by Fidelity Investments, one of the world's largest asset managers. The fund is designed to provide investors with exposure to the healthcare sector, investing primarily in the common stocks of companies that are principally engaged in the design, manufacture, or sale of products or services used for or in connection with health care or medicine. This includes a broad range of companies, from pharmaceutical and biotechnology firms to medical device manufacturers and healthcare service providers. The fund invests in both domestic and foreign issuers, allowing it to capture opportunities in the global healthcare market. Fidelity employs a fundamental analysis approach to select investments, evaluating factors such as each issuer's financial condition, industry position, and overall market and economic conditions. This bottom-up approach aims to identify companies with strong growth potential and sustainable competitive advantages within the healthcare sector. FACTX offers a specific focus within the broader market, targeting companies directly involved in advancing healthcare technologies and services. The fund's investment strategy seeks to deliver long-term capital appreciation by capitalizing on the growth trends and innovation within the healthcare industry.
What Products and Services Does FACTX Offer?
- Invests primarily in common stocks of healthcare companies.
- Targets companies involved in the design, manufacture, or sale of healthcare products and services.
- Invests at least 80% of its assets in healthcare-related securities.
- Invests in both domestic and foreign issuers.
- Uses fundamental analysis to select investments.
- Aims to provide long-term capital appreciation.
How Does FACTX Make Money?
- Generates revenue through capital appreciation of its investments.
- Charges management fees to investors based on assets under management.
- Reinvests dividends and capital gains to enhance portfolio value.
What Industry Does FACTX Operate In?
Fidelity Advisor Health Care Fund Class M (FACTX) operates within the asset management industry, focusing specifically on the healthcare sector. The healthcare industry is characterized by continuous innovation, increasing demand due to aging populations, and evolving regulatory landscapes. The fund competes with other healthcare-focused funds and broader market index funds. The asset management industry is experiencing growth driven by increasing investor interest in specialized investment strategies. Competitors include funds like EAGL, FACDX, FBMPX, FELIX, and FHCCX, each with varying investment strategies and risk profiles within the healthcare sector.
Who Are FACTX's Key Customers?
- Individual investors seeking exposure to the healthcare sector.
- Institutional investors looking for specialized healthcare investments.
- Financial advisors recommending healthcare-focused funds to their clients.
FACTX Valuation & Market Position
Relative to its peer group, FACTX's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
FACTX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider activity shows increased confidence from key stakeholders, suggesting a positive outlook on the fund's management and strategy.
- Community sentiment has shifted towards optimism, with discussions highlighting the fund's strong performance in the healthcare sector amid ongoing industry innovations.
- Analysts are noting a growing interest in healthcare investments, positioning the fund favorably as it aligns with current market trends and demographic shifts.
- The fund has been receiving positive reviews for its diversified portfolio, which is seen as a hedge against market volatility, further boosting investor confidence.
Bear Case
- Despite some positive sentiments, there are concerns about potential regulatory changes in the healthcare sector that could impact fund performance.
- Recent discussions in the community reflect skepticism about the fund's ability to outperform its benchmarks, with some investors feeling cautious about the broader market conditions.
- There have been mixed reviews regarding the fund's expense ratios, leading to debates about its cost-effectiveness compared to competitors.
- Market perception remains cautious as healthcare stocks face scrutiny over pricing and ethical concerns, which could dampen investor enthusiasm for the fund.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FACTX Latest News
No recent news available for FACTX.
FACTX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FACTX.
Price Targets
Wall Street price target analysis for FACTX.
FACTX MoonshotScore
What does this score mean?
The MoonshotScore rates FACTX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
FACTX Financial Services Stock FAQ
What does Fidelity Advisor Health Care Fund Class M do?
Fidelity Advisor Health Care Fund Class M is a mutual fund that invests primarily in the common stocks of companies involved in the healthcare sector. This includes companies engaged in the design, manufacture, or sale of products and services used in connection with healthcare or medicine. The fund aims to provide investors with long-term capital appreciation by focusing on companies with strong growth potential within the healthcare industry, both domestically and internationally. It employs a fundamental analysis approach to identify promising investment opportunities, considering factors such as financial condition, industry position, and market conditions.
What do analysts say about FACTX stock?
As of March 17, 2026, there is no specific analyst rating available for FACTX as it is a mutual fund, not a stock. However, analysts generally view the healthcare sector as having long-term growth potential due to factors such as aging populations and advancements in medical technology. Investors may want to evaluate the fund's expense ratio, historical performance, and investment strategy when evaluating its suitability for their portfolio. The fund's focus on healthcare-related companies may provide diversification benefits but also exposes investors to sector-specific risks.
What are the main risks for FACTX?
The main risks for Fidelity Advisor Health Care Fund Class M include sector concentration risk, as the fund's performance is heavily reliant on the healthcare industry. Regulatory changes and healthcare reforms can significantly impact the profitability of companies within the sector. Additionally, competition among healthcare companies, patent expirations, and economic downturns can pose challenges. The fund's investments in foreign issuers also expose it to currency and political risks. Investors should carefully consider these risks before investing in FACTX.
How is Fidelity Advisor Health Care Fund Class M adapting to regulatory changes in the healthcare sector?
Fidelity Advisor Health Care Fund Class M actively monitors and adapts to regulatory changes within the healthcare sector through its fundamental analysis approach. The fund's management team assesses the potential impact of new regulations on portfolio companies and adjusts investment strategies accordingly. This includes evaluating the effects of healthcare reforms, drug pricing policies, and other regulatory developments on the financial performance and growth prospects of healthcare companies. By staying informed and proactive, the fund aims to mitigate risks and capitalize on opportunities arising from the evolving regulatory landscape.
What is Fidelity Advisor Health Care Fund Class M's approach to managing risk in the healthcare sector?
Fidelity Advisor Health Care Fund Class M employs a multi-faceted approach to managing risk within the healthcare sector. This includes diversification across various healthcare sub-sectors and geographies, as well as rigorous fundamental analysis to identify companies with strong financials and sustainable competitive advantages. The fund's management team closely monitors macroeconomic trends, regulatory developments, and industry-specific risks to proactively adjust the portfolio and mitigate potential losses. Additionally, Fidelity's extensive research resources and experienced investment professionals contribute to effective risk management.
What are the key factors to evaluate for FACTX?
Fidelity Advisor Health Care Fund Class M (FACTX) holds an AI score of 44/100 (low). Not financial advice.
How frequently does FACTX data refresh on this page?
FACTX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven FACTX's recent stock price performance?
Fidelity Advisor Health Care Fund Class M (FACTX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Specialized focus on the healthcare sector. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.