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Morningstar

Fidelity Select Brokerage & Inv Mgmt FSLBX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 139.09  /  −1.60 %
  • Total Assets 876.2 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Financial
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.12%
  • Turnover 36%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FSLBX

Will FSLBX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSLBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSLBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSLBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Select Brokerage& Inv Mgmt's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSLBX

More FSLBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Moody's Corporation

7.89 69.1 Mil
Financial Services

BlackRock Inc

5.35 46.9 Mil
Financial Services

KKR & Co Inc Ordinary Shares

5.34 46.8 Mil
Financial Services

S&P Global Inc

5.09 44.6 Mil
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Blackstone Inc

4.92 43.1 Mil
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Ameriprise Financial Inc

4.73 41.5 Mil
Financial Services

CME Group Inc Class A

4.72 41.4 Mil
Financial Services

Ares Management Corp Ordinary Shares - Class A

4.71 41.3 Mil
Financial Services

Blue Owl Capital Inc Ordinary Shares - Class A

4.67 40.9 Mil
Financial Services

Coinbase Global Inc Ordinary Shares - Class A

4.58 40.1 Mil
Financial Services