Fidelity Select Brokerage & Invmt Mgmt Portfolio (FSLBX) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSLBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSLBX
FSLBX charges 0.75% annually. There are 5 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Financials Index Fund Admiral Shares | 0.09% | 13.90B | Feb 2004 | FSLBX vs VFAIX | |
| Fidelity Select Insurance Portfolio | 0.62% | — | Dec 1985 | FSLBX vs FSPCX | |
| Fidelity Advisor Financial Services Fund Class Z | 0.64% | — | Oct 2018 | FSLBX vs FIKBX | |
| Fidelity Select Banking Portfolio | 0.73% | — | Jun 1986 | FSLBX vs FSRBX | |
| Fidelity Select Financial Services Portfolio | 0.73% | — | Dec 1981 | FSLBX vs FIDSX |
Best Risk-Adjusted Alternatives to FSLBX
FSLBX has a PortfoliosLab risk / return rank of 1. There are 27 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Financial Services Fund | 88 | — | Oct 2018 | FSLBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 87 | — | Oct 2018 | FSLBX vs GAFSX | |
| RMB Mendon Financial Services Fund | 83 | — | Jun 1999 | FSLBX vs RMBKX | |
| John Hancock Regional Bank Fund | 54 | — | Jan 1992 | FSLBX vs FRBAX | |
| Hennessy Small Cap Financial Fund | 52 | — | Jan 1997 | FSLBX vs HSFNX |
Top Performing FSLBX Alternatives (YTD)
FSLBX is at -7.19% YTD. There are 27 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | 20.53% | — | Aug 1994 | FSLBX vs BTO | |
| RMB Mendon Financial Services Fund | 20.20% | — | Jun 1999 | FSLBX vs RMBKX | |
| John Hancock Regional Bank Fund | 19.44% | — | Jan 1992 | FSLBX vs FRBAX | |
| Fidelity Select Banking Portfolio | 15.93% | — | Jun 1986 | FSLBX vs FSRBX | |
| Hennessy Small Cap Financial Fund | 15.65% | — | Jan 1997 | FSLBX vs HSFNX |
Lowest Volatility Alternatives to FSLBX
FSLBX has 22.23% 1-year volatility. There are 24 mutual funds in the Financials Equities category with lower 1-year volatility, going as low as 7.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Flaherty & Crumrine Total Return Fund Inc | 7.43% | — | Aug 2003 | FSLBX vs FLC | |
| Saratoga Financial Service Fund | 9.20% | — | Aug 2000 | FSLBX vs SFPAX | |
| Gabelli Global Financial Services Fund | 12.54% | — | Oct 2018 | FSLBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | 12.59% | — | Oct 2018 | FSLBX vs GAFSX | |
| ICON Consumer Select Fund | 14.27% | — | Jul 1997 | FSLBX vs ICFSX |
Lowest Drawdown Alternatives to FSLBX
FSLBX has a 1-year max drawdown of -24.67%. There are 27 mutual funds in the Financials Equities category with shallower 1-year drawdowns, going as shallow as -4.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Saratoga Financial Service Fund | -4.86% | — | Aug 2000 | FSLBX vs SFPAX | |
| Flaherty & Crumrine Total Return Fund Inc | -8.34% | — | Aug 2003 | FSLBX vs FLC | |
| Gabelli Global Financial Services Fund | -9.42% | — | Oct 2018 | FSLBX vs GFSIX | |
| Gabelli Global Financial Services Fund Class AAA | -9.47% | — | Oct 2018 | FSLBX vs GAFSX | |
| RMB Mendon Financial Services Fund | -9.48% | — | Jun 1999 | FSLBX vs RMBKX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 59 | 10.13% | — | Feb 1988 | FSLBX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FSLBX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FSLBX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 58 | 10.51% | — | — | FSLBX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FSLBX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FSLBX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FSLBX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FSLBX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FSLBX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FSLBX vs FTIHX |
Often Compared With FSLBX
Investors most often compare FSLBX with FDLSX, FDEGX, FSHOX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FSLBX with Any Fund or Stock
Compare FSLBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSLBX with funds that move differently
Fidelity Select Brokerage & Invmt Mgmt Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSLBX.
Explore FSLBX Diversifiers