Nasdaq - Delayed Quote USD

Fidelity Select Brokerage & Inv Mgmt (FSLBX)

139.13 +0.14 (+0.10%)
At close: 6:46 PM EDT
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DELL
  • Previous Close 138.99
  • YTD Return 9.31%
  • Expense Ratio 0.75%
  • Category Financial
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 876.18M
  • Beta (5Y Monthly) 1.33
  • Yield 1.12%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.04
  • Inception Date Jul 29, 1985

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.

Fidelity Investments

Fund Family

Financial

Fund Category

876.18M

Net Assets

1985-07-29

Inception Date

Performance Overview: FSLBX

Trailing returns as of 4/18/2024. Category is Financial.

YTD Return

FSLBX
9.31%
Category
23.64%
 

1-Year Return

FSLBX
38.00%
Category
61.45%
 

3-Year Return

FSLBX
13.43%
Category
10.74%
 

5-Year Return

FSLBX
19.28%
Category
14.55%
 

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Holdings: FSLBX

Top 10 Holdings (51.49% of Total Assets)

SymbolCompany% Assets
MCO
Moody's Corporation 7.91%
KKR
KKR & Co. Inc. 5.47%
BLK
BlackRock, Inc. 5.45%
SPGI
S&P Global Inc. 5.32%
BX
Blackstone Inc. 4.97%
ICE
Intercontinental Exchange, Inc. 4.78%
AMP
Ameriprise Financial, Inc. 4.56%
ARES
Ares Management Corporation 4.43%
OWL
Blue Owl Capital Inc. 4.40%
CME
CME Group Inc. 4.21%

Sector Weightings

SectorFSLBX
Technology   0.47%
Real Estate   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: FSLBX

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