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UNH - Fidelity Select Health Care Portfolio Q1 2025 Commentary
UnitedHealth Group Incorporated
2025-05-07 04:55:00 ET
Summary
Fidelity® Select Health Care Portfolio employs a sector-based, equity-focused strategy, leveraging fundamental, bottom-up research to build a diversified portfolio of health care companies.
The fund underperformed the MSCI health care index in Q1 2025, primarily due to stock selection in biotechnology and pharmaceuticals.
The fund is bullish on innovative biotech firms and health care equipment stocks, while underweighting GLP-1 producers and life sciences tools & services.
Positive outlook for health care stocks, driven by innovative drug candidates, potential M&A activity, and favorable policy changes under the new administration.