Fidelity® Select Brokerage & Invmt Mgmt Portfolio (FSLBX)

78.11
Net Asset Value
-0.29%
1 Day
-4.46%
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+1.82% 3 years+7.87%
3 months-6.62% 5 years+11.53%
1 year+24.55% Since inception+11.10%
Data through --

Peer Comparisonvs. Financial

 FSLBXCategory
Performance 5-yr return+11.53%+12.74%
Expense ratio0.82%1.73%
Risk 5 year sharpe ratio0.760.90
Net assets$454.5M$499.4M
Average market cap$22.1B$4.0B
Average P/E22.09.7
Portfolio turnover146%146%

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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. stock99.35%
Cash0.64%
International stock0.01%
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 BlackRock7.45%
SPGI S&P Global Inc6.77%
MS Morgan Stanley6.43%
AMTD TD Ameritrade6.23%
SCHW Charles Schwab6.06%
GS Goldman Sachs4.94%
TROW T. Rowe Price Group Inc4.85%
AMP Ameriprise Financial Inc4.56%
LPLA LPL Financial Holdings Inc4.32%
STT State Street4.18%