Fidelity Select Brokerage and Investment Management Portfolio (FSLBX)

Fund Assets	1.22B
Expense Ratio	0.69%
Min. Investment	$0.00
Turnover	n/a
Dividend (ttm)	1.27
Dividend Yield	0.70%
Dividend Growth	-25.13%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Apr 11, 2025

Previous Close	180.95
YTD Return	-0.31%
1-Year Return	23.61%
5-Year Return	135.09%
52-Week Low	142.98
52-Week High	196.18
Beta (5Y)	1.24
Holdings	41
Inception Date	Jul 29, 1985

About FSLBX

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.

• Fund Family: Fidelity
• Category: Financial
• Stock Exchange: NASDAQ
• Ticker Symbol: FSLBX
• Index: S&P 500 TR

Performance

FSLBX had a total return of 23.61% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.66%.

Top 10 Holdings

55.03% of assets

Name	Symbol	Weight
Moody's Corporation	MCO	8.35%
The Charles Schwab Corporation	SCHW	6.02%
Intercontinental Exchange, Inc.	ICE	5.63%
Apollo Global Management, Inc.	APO	5.49%
KKR & Co. Inc.	KKR	5.42%
Blue Owl Capital Inc.	OWL	5.25%
Ares Management Corporation	ARES	5.25%
S&P Global Inc.	SPGI	5.16%
Blackstone Inc.	BX	4.29%
Ameriprise Financial, Inc.	AMP	4.19%

Dividend History

Ex-Dividend	Amount	Pay Date
Apr 11, 2025	$0.053	Apr 14, 2025
Dec 26, 2024	$1.213	Dec 27, 2024
Apr 12, 2024	$0.042	Apr 15, 2024
Dec 21, 2023	$1.649	Dec 22, 2023
Dec 16, 2022	$1.673	Dec 19, 2022
Apr 8, 2022	$0.561	Apr 11, 2022