Select Brokerage and Investment Management PortfolioFSLBX
Type
Mutual fund
Peer group
US equity: Finance
Net assets
$989.2M
Expense ratio
0.66%
1-year return
-9.4%
3 years, a year
+13.9%
5 years, a year
+11.7%
Holdings
42
What it aims to do.
Brokerage and Investment Management Portfolio seeks capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MCO Moodys Corp | 8.00% |
| SCHW Schwab Charles Corp | 7.92% |
| Fidelity Revere Street Trust | 5.92% |
| ICE Intercontinental Exchange Inc | 5.81% |
| APO Apollo Global Management, Inc | 5.71% |
| KKR KKR and CO INC | 5.11% |
| OWL Blue Owl Capital Inc | 4.52% |
| SPGI S and P GLOBAL INC | 4.28% |
| ARES Ares Management Corp | 4.10% |
| AMP Ameriprise Finl Inc | 3.89% |
More on FSLBX.
- FSLBX overview
- FSLBX holdings
- FSLBX risk
- FSLBX costs
- FSLBX money in and out
- FSLBX share classes
- Compare FSLBX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.