Fidelity Select Brokerage and Investment Management Portfolio
FSLBX
NASDAQ
Weiss Ratings | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Provider | Fidelity Investments | |||
Manager/Tenure (Years) | Nadim Rabaia (1) | |||
Website | http://www.institutional.fidelity.com | |||
Fund Information | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | Fidelity Select Brokerage and Investment Management Portfolio | |||
Category | Financial | |||
Sub-Category | Financials Sector Equity | |||
Prospectus Objective | Specialty - Financial | |||
Inception Date | Jul 29, 1985 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 0.68% | |||
Dividend | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.50% | |||
Asset Allocation | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Cash | 0.57% | |||
Stock | 99.42% | |||
U.S. Stock | 96.70% | |||
Non-U.S. Stock | 2.72% | |||
Bond | 0.00% | |||
U.S. Bond | 0.00% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | -3.64% | |||
30-Day Total Return | -11.22% | |||
60-Day Total Return | -6.16% | |||
90-Day Total Return | -9.48% | |||
Year to Date Total Return | -4.36% | |||
1-Year Total Return | 22.75% | |||
2-Year Total Return | 52.01% | |||
3-Year Total Return | 55.05% | |||
5-Year Total Return | 154.50% | |||
Price | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | -- | |||
1-Month Low NAV | $180.26 | |||
1-Month High NAV | $192.93 | |||
52-Week Low NAV | $138.99 | |||
52-Week Low NAV (Date) | Apr 18, 2024 | |||
52-Week High NAV | $196.18 | |||
52-Week High Price (Date) | Jan 30, 2025 | |||
Beta / Standard Deviation | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 1.27 | |||
Standard Deviation | 24.61 | |||
Balance Sheet | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 1.48B | |||
Operating Ratios | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.70% | |||
Turnover Ratio | 36.00% | |||
Performance | FSLBX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 39.69% | |||
Last Bear Market Total Return | -19.82% | |||