Fidelity Select Health Care Portfolio

Fund Ticker: FSPHX

Score: 60.3 out of 100

Bought: Kindred Healthcare (KND), which operates hospitals, nursing centers, institutional pharmacies, and a contract rehabilitation-services business; Shandong Weigao Group Medical Polymer (1066:HK), a Chinese manufacturer of disposable hospital products such as pre-filled syringes and blood bags

Sold: Zimmer Holdings (ZMH), whose products include orthopedic and dental reconstructive implants; diversified health-care benefits company Aetna (AET)

Top 5 Holdings: Medco Health Solutions (MHS), Illumina (ILMN), Covidien (COV), Merck (MRK), McKesson (MCK)

Fund holdings analysis is based on the fund's most recently disclosed full portfolio, for the month ending Nov. 30, 2010. The model used to create a score gives equal weight to five criteria: total returns for one, three, and five years and Sharpe ratios—which show how well a fund's returns compensate investors for the risk taken—for three and five years.