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Fidelity Select Brokerage & Investment Mgt Pt.: (MF: FSLBX)

(NASDAQ Mutual Funds) As of Jul 19, 2018 08:15 PM ET

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$80.08 USD

+1.34 (1.70%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jun 30, 2018

Total Return %* Percentile Rank Objective
YTD -1.45 42
3 months -3.21 82
6 months -1.45 42
1 Year 14.52 11
3 Year 6.76 71
5 Year 9.89 50
10 Year 7.69 49

* Annual for three years and beyond.

Zacks Premium Research for FSLBX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 23.72
% Yield 1.13
% SEC Yield
Net Assets (Mil $) 6/30/2018 392.25
%Turnover 6/30/2018 75.00

Risk

3 Year 5 Year 10 Year
Beta 1.40 1.33 1.37
Alpha -7.75 -6.37 -4.47
R Squared 0.59 0.63 0.77
Std. Dev. 18.52 16.48 22.96
Sharpe 0.42 0.66 3.00

Sector / Country Weightings

As of 6/30/2018 % of Portfolio
Finance 83.09
Other 7.95
Non-Durable 6.77
Services 2.19

Portfolio Holdings

Top Equity Holdings
(As of 2/28/2018)
% of Portfolio Value (Mil$)
BLACKROCK INC 7.46 34.45
S&P GLOBAL INC 6.77 31.28
MORGAN STANLEY 6.44 29.74
TD AMERITRADE HOLDING COR 6.24 28.81
CHARLES SCHWAB CORP 6.06 28.00
GOLDMAN SACHS GROUP INC 4.95 22.85
T ROWE PRICE GROUP INC 4.86 22.44
AMERIPRISE FINANCIAL INC 4.56 21.09
LPL FINANCIAL HOLDINGS IN 4.33 19.98

Stock Holding % of Net Assets

As Of 2/28/2018
Total Issues 30
Avg. P/E 25.16
Avg. P/Book 4.07
Avg. EPS Growth 12.92
Avg. Market Value (Mil $) 37,344

Allocation

% of Portfolio
Large Growth 28.75
Large Value 60.64
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00