Fidelity® Select Brokerage & Invmt Mgmt Portfolio (FSLBX)

84.39
Net Asset Value
-0.07%
1 Day
+3.22%
Year-to-Date
Overall Morningstar Rating
Financial
Style or Category
No Load
Sales Expenses
0.82%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of its assets in securities of companies principally engaged in the exchange of financial instruments- stock brokerage- commodity brokerage- investment banking- tax-advantaged investment or investment sales- investment management- or related investment advisory and financial decision support services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. The fund is non-diversified.

Performance

1 month-1.86% 3 years+9.30%
3 months+11.74% 5 years+12.37%
1 year+26.39% Since inception+11.27%
Data through --

Peer Comparisonvs. Financial

 FSLBXCategory
Performance 5-yr return+12.37%+15.47%
Expense ratio0.82%1.74%
Risk 5 year sharpe ratio0.821.06
Net assets$477.8M$496.0M
Average market cap$16.5B$3.8B
Average P/E22.911.5
Portfolio turnover146%146%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureDaniel Dittler / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock96.77%
International stock2.89%
Cash0.34%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 98.95%
Industrial materials 0.62%
Telecommunication 0.43%
Business service 0.00%
Consumer goods 0.00%
Top 10 Holdings
Portfolio weighting
BLK BlackRock7.23%
MS Morgan Stanley6.25%
SPGI S&P Global Inc6.20%
SCHW Charles Schwab6.09%
AMTD TD Ameritrade5.75%
CBOE Cboe Global Markets Inc4.80%
IVZ Invesco Ltd4.74%
EV Eaton Vance Corp4.51%
STT State Street4.38%
AMG Affiliated Managers Group Inc4.16%