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.
Fidelity Select Brokerage and Investment Management Portfolio FSLBX
- NAV / 1-Day Return 164.61 / +1.81 %
- Total Assets 941.1M
-
Adj. Expense Ratio
0.660%
- Expense Ratio 0.660%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Financial
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.72%
- Turnover 10%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 4:50 AM GMT+0
Morningstar’s Analysis FSLBX
Will FSLBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Charles Schwab Corp | 7.71 | 75M | Financial Services |
Moodys Corp | 7.41 | 72M | Financial Services |
Apollo Global Management Inc | 6.16 | 60M | Financial Services |
KKR & Co Inc Ordinary Shares | 6.15 | 60M | Financial Services |
Intercontinental Exchange Inc | 5.36 | 52M | Financial Services |
Ares Management Corp Ordinary Shares - Class A | 5.04 | 49M | Financial Services |
Blue Owl Capital Inc Ordinary Shares - Class A | 4.23 | 41M | Financial Services |
S&P Global Inc | 3.99 | 39M | Financial Services |
Blackstone Inc | 3.91 | 38M | Financial Services |
Ameriprise Financial Inc | 3.73 | 37M | Financial Services |
United States