Fidelity Health and Wellness Fund (FAPHX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.91: the stock has moved about 9% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Health and Wellness Fund (FAPHX) trades at $14.46. Fidelity Health and Wellness Fund (FAPHX) invests in equity securities of companies focused on extending life expectancy, enhancing health and wellness, and mitigating environmental impacts affecting health. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for FAPHX: FAPHX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Health and Wellness Fund (FAPHX) Financial Services Profile
Fidelity Health and Wellness Fund (FAPHX) is a financial services fund focused on investments in companies that are working to improve health and wellness, extend life expectancy, and mitigate environmental impacts. With a market cap of $0.02 billion and a beta of 0.91, the fund operates within the asset management industry.
What Is the Investment Thesis for FAPHX?
Fidelity Health and Wellness Fund presents a targeted investment opportunity within the growing health and wellness sector. The fund's focus on companies that are actively working to improve health outcomes, extend life expectancy, and mitigate environmental impacts aligns with increasing investor interest in socially responsible investments. The fund's investment strategy is based on the premise that companies focused on these areas can provide both societal benefits and financial returns. Key value drivers include the increasing demand for healthcare services, the growing awareness of environmental issues, and the aging global population. Potential catalysts include regulatory changes that support the development of new healthcare technologies and the increasing adoption of sustainable business practices. The fund's beta of 0.91 suggests a moderate level of volatility compared to the overall market. However, the fund's performance is subject to the risks associated with investing in the healthcare and environmental sectors, including regulatory risks, technological obsolescence, and competition from other companies.
Based on FMP financials and quantitative analysis
FAPHX Key Highlights
Fidelity Health and Wellness Fund invests at least 80% of its assets in equity securities of companies focused on health and wellness.
- The fund's investment strategy aligns with increasing investor interest in socially responsible investments.
- The fund's portfolio includes a diverse range of companies across various sub-sectors, including biotechnology, pharmaceuticals, medical devices, and environmental services.
- The fund's beta of 0.91 suggests a moderate level of volatility compared to the overall market.
- The fund has a market capitalization of $0.02 billion.
Who Are FAPHX's Competitors?
FAPHX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ASCGX Lisanti Small Cap Growth Fund | $26.09 | +1.16% | $17.9M | — |
| ASPGX Astor Sector Allocation Fund | $13.29 | -4.46% | $14.6M | — |
| CNZLX Commonwealth Australia/New Zealand Fund | $12.45 | -0.32% | $12.7M | — |
| EAPDX Parametric Dividend Income Fund | $15.92 | -0.06% | $15.3M | — |
| FEOPX Fidelity Enduring Opportunities Fund | $17.65 | -0.23% | $13.7M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FAPHX's Key Strengths?
Specialized focus on the health and wellness sector
- Experienced management team with a strong track record
- Growing demand for socially responsible investments
What Are FAPHX's Weaknesses?
Relatively small market capitalization
- Concentrated investment focus
- Dependence on the performance of the healthcare and environmental sectors
What Are the Key Risks for FAPHX?
Regulatory risks associated with the healthcare and environmental sectors.
- Technological obsolescence in the healthcare and environmental sectors.
- Competition from other asset management firms.
- Market volatility and economic downturns.
What Are FAPHX's Competitive Advantages?
- Specialized focus on the health and wellness sector.
- Expertise in identifying companies with strong growth potential and a commitment to innovation.
- Strong brand reputation and track record of performance.
What Does FAPHX Do?
Fidelity Health and Wellness Fund (FAPHX), managed by FMR, is dedicated to investing in companies that contribute to the enhancement of health and wellness, the extension of life expectancy, and the mitigation of environmental impacts affecting health. The fund was created with the intention of directing capital towards businesses that are actively involved in improving the quality of life through their products, services, or technologies. The fund operates under the premise that companies focused on these areas can provide both societal benefits and financial returns. The fund invests at least 80% of its assets in equity securities of companies that FMR believes are working to: (i) extend and/or improve life expectancy, enhance health and wellness in people’s lives, and/or (ii) mitigate environmental impacts affecting health and wellness, in each case through the products, services, or technology they provide. The fund's investment strategy reflects a commitment to supporting companies that are addressing critical global challenges related to health and the environment. The fund's investment decisions are guided by FMR's expertise in identifying companies with strong growth potential and a commitment to innovation in the health and wellness sector. The fund's portfolio includes a diverse range of companies across various sub-sectors, including biotechnology, pharmaceuticals, medical devices, and environmental services. The fund's geographic reach is primarily focused on developed markets, with a significant portion of its investments in North America and Europe. The fund's competitive positioning is based on its specialized focus on the health and wellness sector, which allows it to attract investors who are seeking to align their investments with their values and beliefs.
What Products and Services Does FAPHX Offer?
- Invests in equity securities of companies focused on health and wellness.
- Targets companies working to extend life expectancy.
- Supports businesses enhancing health and wellness in people’s lives.
- Funds companies mitigating environmental impacts affecting health.
- Focuses on companies with innovative products, services, or technologies.
- Manages a portfolio of companies across various sub-sectors, including biotechnology and pharmaceuticals.
How Does FAPHX Make Money?
- Generates revenue through management fees charged on assets under management.
- Invests in companies with the potential for long-term growth and capital appreciation.
- Focuses on companies that are making a positive impact on society and the environment.
What Industry Does FAPHX Operate In?
Fidelity Health and Wellness Fund operates within the asset management industry, which is characterized by intense competition and increasing regulatory scrutiny. The fund's focus on the health and wellness sector provides a unique value proposition for investors who are seeking to align their investments with their values and beliefs. The environmental services market is also experiencing rapid growth, driven by increasing awareness of environmental issues and the growing demand for sustainable business practices. The fund's competitive positioning is based on its specialized focus on the health and wellness sector, which allows it to attract investors who are seeking to invest in companies that are making a positive impact on society.
Who Are FAPHX's Key Customers?
- Individual investors seeking to align their investments with their values and beliefs.
- Institutional investors looking for socially responsible investment opportunities.
- Retirement plans and other investment vehicles seeking to diversify their portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -3.5%.
FAPHX Financials
Bull Case vs Bear Case
Bull Case
- Specialized focus on the health and wellness sector
- Experienced management team with a strong track record
- Growing demand for socially responsible investments
- Upcoming: Regulatory changes that support the development of new healthcare technologies.
Bear Case
- Relatively small market capitalization
- Concentrated investment focus
- Dependence on the performance of the healthcare and environmental sectors
- Potential: Regulatory risks associated with the healthcare and environmental sectors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FAPHX Latest News
No recent news available for FAPHX.
FAPHX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FAPHX.
Price Targets
Wall Street price target analysis for FAPHX.
FAPHX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FAPHX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Fidelity Health and Wellness Fund (FAPHX) — Financials
How does Fidelity Health and Wellness Fund generate revenue in the financial services sector?
Fidelity Health and Wellness Fund generates revenue primarily through management fees charged on its assets under management (AUM). These fees are typically calculated as a percentage of the total value of the fund's assets. The fund's revenue is directly correlated to its AUM, so attracting and retaining investors is crucial for its financial performance.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is subject to the risks associated with investing in the healthcare and environmental sectors.