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Fidelity Select Brokerage & Inv Mgmt (FSLBX)

190.93 +2.28 (+1.21%)
At close: 8:06 AM EST

Fund Summary

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 Select Brokerage & Inv Mgmt

Boston MA 02109
82 Devonshire Street

Fund Overview

Category Financial
Fund Family Fidelity Investments
Net Assets 1.04B
YTD Return 28.32%
Yield 0.98%
Morningstar Rating
Inception Date Jul 29, 1985

Fund Operations

Last Dividend 0.04
Last Cap Gain 34.00
Holdings Turnover 36.00%
Average for Category --

Fees & Expenses

Expense FSLBX Category Average
Annual Report Expense Ratio (net) 0.70% 1.08%
Prospectus Net Expense Ratio 0.70% --
Prospectus Gross Expense Ratio 0.70% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.11%
Max Deferred Sales Load -- 1.00%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Nadim Rabaia is the Co-Portfolio Manager of Brokerage and Investment Management Portfolio, which he has managed since 2023. Since joining Fidelity Investments in 2015, Mr. Rabaia has worked as an equity research analyst and portfolio manager.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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