Fidelity Select Brokerage and Investment Management Portfolio
FSLBX
NASDAQ
Weiss Ratings | FSLBX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Good | |||
Reward Grade | B- | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | FSLBX-NASDAQ | Click to Compare |
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Provider | Fidelity Investments | |||
Manager/Tenure (Years) | Nadim Rabaia (1) | |||
Website | http://www.institutional.fidelity.com | |||
Fund Information | FSLBX-NASDAQ | Click to Compare |
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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 |
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Dividend Yield | 0.74% | |||
Dividend | FSLBX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.58% | |||
Asset Allocation | FSLBX-NASDAQ | Click to Compare |
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Cash | -0.05% | |||
Stock | 100.05% | |||
U.S. Stock | 97.39% | |||
Non-U.S. Stock | 2.66% | |||
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 |
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7-Day Total Return | 2.03% | |||
30-Day Total Return | -6.70% | |||
60-Day Total Return | -17.80% | |||
90-Day Total Return | -16.61% | |||
Year to Date Total Return | -13.34% | |||
1-Year Total Return | 13.99% | |||
2-Year Total Return | 46.57% | |||
3-Year Total Return | 41.20% | |||
5-Year Total Return | 143.63% | |||
Price | FSLBX-NASDAQ | Click to Compare |
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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 |
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Nav | -- | |||
1-Month Low NAV | $145.06 | |||
1-Month High NAV | $177.34 | |||
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 |
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Beta | 1.30 | |||
Standard Deviation | 25.24 | |||
Balance Sheet | FSLBX-NASDAQ | Click to Compare |
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Total Assets | 1.32B | |||
Operating Ratios | FSLBX-NASDAQ | Click to Compare |
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Expense Ratio | 0.70% | |||
Turnover Ratio | 36.00% | |||
Performance | FSLBX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 39.69% | |||
Last Bear Market Total Return | -19.82% | |||