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Morningstar

Fidelity® Select Brokerage & Invmt Mgmt FSLBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 117.90  /  1.80 %
  • Total Assets 745.3 Mil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Financial
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.71%
  • Turnover 3%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

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.

Summary

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Fidelity® Select Brokerage & Invmt Mgmt's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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