Nasdaq - Delayed Quote USD

Fidelity Select Brokerage & Inv Mgmt (FSLBX)

160.24 +2.56 (+1.62%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 157.68
  • YTD Return 17.58%
  • Expense Ratio 0.70%
  • Category Financial
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 917.5M
  • Beta (5Y Monthly) 1.32
  • Yield 1.07%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • 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

917.5M

Net Assets

1985-07-29

Inception Date

Performance Overview: FSLBX

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Trailing returns as of 9/13/2024. Category is Financial.

YTD Return

FSLBX
17.58%
Category
23.64%
 

1-Year Return

FSLBX
36.27%
Category
61.45%
 

3-Year Return

FSLBX
8.95%
Category
10.74%
 

5-Year Return

FSLBX
19.32%
Category
14.55%
 

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Holdings: FSLBX

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Top 10 Holdings (54.14% of Total Assets)

SymbolCompany% Assets
MCO
Moody's Corporation 8.77%
KKR
KKR & Co. Inc. 6.27%
SPGI
S&P Global Inc. 5.40%
ARES
Ares Management Corporation 5.37%
OWL
Blue Owl Capital Inc. 5.33%
BX
Blackstone Inc. 5.21%
BLK
BlackRock, Inc. 4.75%
ICE
Intercontinental Exchange, Inc. 4.69%
AMP
Ameriprise Financial, Inc. 4.33%
APO
Apollo Global Management, Inc. 4.02%

Sector Weightings

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

Recent News: FSLBX

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