See what your fund actually adds

Fidelity Select Brokerage and Investment Management Portfolio FSLBX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

FSLBX compared with its replication portfolio
MeasureFSLBXReplication
Annualized growth8.6%18.1%
Annualized volatility22.1%15.4%
Sharpe ratio0.491.16
Maximum drawdown25.3%16.4%
Replication fit (R²)0.78 · Tracking error 10.3%

Replication portfolio

The published portfolio below is the investable basket used to model FSLBX’s historical return behavior.

FSLBX replication basket weights
TickerBuilding blockWeight
XLFSector · Financials59.6%
VOTMid-Cap · Growth15.6%
XLKSector · Technology8.7%
VUGStyle · Growth8.1%
IBITAlternatives · Bitcoin8.0%