Fidelity� Select Brokerage & Invmt Mgmt Portfolio

 (MUTF:FSLBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +1.26%
   
1 week   +2.57%
   
4 week
   
-1.07%  
3 month   +3.09%
   
YTD   +3.93%
   
1 year   +15.09%
   
3 years*   +3.81%
   
5 years*   +12.02%
   
*annualized
Best 3 month return+48.82%  
Worst 3 month return-40.88%  

Morningstar statistics

Morningstar category: Financial
  Return Risk Rating
3 years Below Average Above Average
5 years Below Average Above Average
10 years Average Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets395.78M 
Front load-  
Deferred load-  
Expense ratio0.79%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash2.30%  
Stocks97.70%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
68.48-0.48(-0.70%)
Apr 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in stock brokerage, commodity brokerage, investment banking, tax-advantaged investment or investment sales, investment management, or related investment advisory services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Fund filings (PDF) »
Asset manager:
Daniel Dittler (Started: Jul 24, 2015)
Advisor Company:
Fidelity SelectCo, LLC
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.06 -2.70 1.05 -0.92
Beta* 1.49 1.28 1.22 1.25
Mean annual return 1.67 0.36 0.97 0.47
R-squared* 18.71 53.46 58.32 78.29
Standard deviation 19.59 18.82 17.75 24.01
Sharpe ratio 1.00 0.22 0.65 0.21
* Against standard index

Top 10 holdings

Security Net Assets  
BlackRock Inc (BLK) 6.04%  
Morgan Stanley (MS) 6.02%  
S&P Global Inc (SPGI) 5.25%  
CBOE Holdings Inc (CBOE) 4.85%  
CME Group Inc Class A (CME) 4.70%  
Charles Schwab Corp (SCHW) 4.63%  
Ameriprise Financial Inc (AMP) 4.13%  
TD Ameritrade Holding Corp (AMTD) 4.07%  
Bank of New York Mellon Corp (BK) 3.49%  
Legg Mason Inc (LM) 3.34%