Fidelity Select Brokerage and Investment Management Portfolio (FSLBX)

Fund Assets	1.38B
Expense Ratio	0.69%
Min. Investment	$0.00
Turnover	16.00%
Dividend (ttm)	1.27
Dividend Yield	0.62%
Dividend Growth	-25.13%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Apr 11, 2025

Previous Close	205.19
YTD Return	12.04%
1-Year Return	29.94%
5-Year Return	171.86%
52-Week Low	142.98
52-Week High	205.73
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 29.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.94%.

Top 10 Holdings

53.53% of assets

Name	Symbol	Weight
Moody's Corporation	MCO	8.18%
The Charles Schwab Corporation	SCHW	6.08%
Intercontinental Exchange, Inc.	ICE	5.58%
KKR & Co. Inc.	KKR	5.36%
Ares Management Corporation	ARES	5.23%
Blue Owl Capital Inc.	OWL	4.93%
S&P Global Inc.	SPGI	4.90%
Apollo Global Management, Inc.	APO	4.89%
Ameriprise Financial, Inc.	AMP	4.19%
Blackstone Inc.	BX	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