Morningstar

Fidelity Select Brokerage and Investment Management Portfolio FSLBX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $167.55  /  −1.19 %
  • Fund Size $863.6M
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.660%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Financial
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.73%
  • Turnover Ratio 10%
NAV and 1-Day Return as of

Morningstar’s Analysis FSLBX

Will FSLBX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Select Brokerage & Inv Mgmt holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Charles Schwab Corp

9.11 90M
Financial Services

KKR & Co Inc Ordinary Shares

6.31 63M
Financial Services

Intercontinental Exchange Inc

5.72 57M
Financial Services

Moodys Corp

5.59 55M
Financial Services

BlackRock Inc

5.33 53M
Financial Services

Ares Management Corp Ordinary Shares - Class A

5.26 52M
Financial Services

Blue Owl Capital Inc Ordinary Shares - Class A

5.23 52M
Financial Services

State Street Corp

5.16 51M
Financial Services

S&P Global Inc

3.64 36M
Financial Services

Blackstone Inc

3.57 35M
Financial Services

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