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Fidelity Select Brokerage & Inv Mgmt (FSLBX)

164.48 +4.65 (+2.91%)
At close: 8:10:09 AM EDT
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  • Previous Close 159.83
  • YTD Return -11.32%
  • Expense Ratio 0.38%
  • Category Financial
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 941.07M
  • Beta (5Y Monthly) 1.10
  • Yield 0.72%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 1.28
  • Inception Date Jul 29, 1985

The fund normally invests at least 80% of its assets in securities of companies principally engaged in the exchange of financial instruments, stock brokerage, commodity brokerage, investment banking, tax-advantaged investment or investment sales, investment management, or related investment advisory and financial decision support services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. The fund is non-diversified.

Fidelity Investments

Fund Family

Financial

Fund Category

941.07M

Net Assets

1985-07-29

Inception Date

Performance Overview

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Trailing returns as of 6/3/2026. Category is Financial.

YTD Return

FSLBX
11.32%
Category
23.64%

1-Year Return

FSLBX
5.62%
Category
61.45%

3-Year Return

FSLBX
18.45%
Category
10.74%

5-Year Return

FSLBX
8.96%
Category
14.55%

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Holdings

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Top 10 Holdings (53.68% of Total Assets)

Symbol Company % Assets
SCHW 7.71%
MCO 7.41%
APO 6.16%
KKR 6.15%
ICE 5.36%
ARES 5.04%
OWL 4.23%
SPGI 3.99%
BX 3.91%
AMP 3.73%

Sector Weightings

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