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Fidelity Select Brokerage & Inv Mgmt FSLBX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 140.32  /  −0.06 %
  • Total Assets 785.6 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Financial
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.24%
  • Turnover 4%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 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.

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-cheapest fee quintile among peers.

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Portfolio Holdings FSLBX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 51.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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KKR & Co Inc Ordinary Shares

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Ameriprise Financial Inc

4.58 36.4 Mil
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Intercontinental Exchange Inc

4.43 35.2 Mil
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Charles Schwab Corp

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Morgan Stanley

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CME Group Inc Class A

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