4 / 5 Stars
5 4 1 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#16 in Financial
U.S. News evaluated 28 Financial Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 41.38 percent over the past year, 13.78 percent over the past three years, 15.83 percent over the past five years, and 7.64 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||35.6%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||7.6%|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in stock brokerage, commodity brokerage, investment banking, tax-advantaged investment or investment sales, investment management, or related investment advisory services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Fidelity Select Brokerage and Investment has an expense ratio of 0.78 percent.
Risk is High compared to funds in the same category according to Morningstar.