Brokerage And Investment Fund Quote
| FSLBX Fund | USD 192.70 1.77 0.93% |
Performance21 of 100
| Odds Of DistressLess than 14
|
Brokerage is trading at 192.70 as of the 26th of November 2024; that is 0.93% increase since the beginning of the trading day. The fund's open price was 190.93. Brokerage has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Brokerage And Investment are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent 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. More on Brokerage And Investment
Moving together with Brokerage Mutual Fund
| 0.93 | FPURX | Fidelity Puritan | PairCorr |
| 0.93 | FPUKX | Fidelity Puritan | PairCorr |
| 0.7 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Brokerage Mutual Fund
Brokerage Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Financial Funds, Financial, Fidelity Investments, Large Blend, Financial (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Brokerage And Investment [FSLBX] is traded in USA and was established 26th of November 2024. Brokerage is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Financial category and is part of Fidelity Investments family. This fund currently has accumulated 699.24 M in assets under management (AUM) with no minimum investment requirementsBrokerage And Investment is currently producing year-to-date (YTD) return of 43.06% with the current yeild of 0.01%, while the total return for the last 3 years was 14.1%.
Check Brokerage Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brokerage Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brokerage Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brokerage And Investment Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Brokerage And Investment Mutual Fund Constituents
| GS | Goldman Sachs Group | Stock | Financials | |
| EV | Mast Global Battery | Etf | Natural Resources | |
| AMP | Ameriprise Financial | Stock | Financials | |
| TROW | T Rowe Price | Stock | Financials | |
| STT | State Street Corp | Stock | Financials | |
| SPGI | SP Global | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| NDAQ | Nasdaq Inc | Stock | Financials |
Brokerage And Investment Risk Profiles
| Mean Deviation | 0.8408 | |||
| Semi Deviation | 0.4391 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.39 |
Brokerage Against Markets
Other Information on Investing in Brokerage Mutual Fund
Brokerage financial ratios help investors to determine whether Brokerage Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brokerage with respect to the benefits of owning Brokerage security.
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