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SFPIX vs FSLBX

Both FSLBX and SFPIX are mutual funds. FSLBX has a higher 5-year return than SFPIX (19.91% vs 11.28%). FSLBX has a lower expense ratio than SFPIX (0.77% vs 3%). Below is the comparison between FSLBX and SFPIX.

FSLBX SFPIX
Security Type ETF ETF
Segment Specialty: Financial Specialty: Financial
Family Fidelity Investments Saratoga
Net Assets $475.20M $1.40M
Expense Ratio 0.77% 3.00%
Management Style active active
Dividend Yield 1.00% 0.00%
Minimum Investment $2,500.00 $3,000.00
YTD Return 15.13% 20.09%
1-Year Return 10.40% 14.71%
3-Year Return 16.53% 5.26%
5-Year Return 19.91% 11.28%
10-Year Return 11.60% 7.14%

FSLBX description

The Fund seeks capital appreciation. The Fund normally invests at least 80% of 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 and financial decision support services.

FSLBX performance & returns

YTD Return 15.13%
1-Month Return 5.24%
3-Month Return 10.40%
1-Year Return 10.40%
3-Year Return 16.53%
5-Year Return 19.91%
10-Year Return 11.60%
FSLBX expense ratio is 0.77%.

FSLBX holdings

Top 10 Holdings (58.83% of Total Assets)

Name Symbol % Assets
BlackRock Inc BLK 8.69%
S&P Global Inc SPGI 8.30%
Intercontinental Exchange Inc ICE 6.76%
Morgan Stanley MS 6.19%
MSCI Inc MSCI 5.57%
Nasdaq Inc NDAQ 4.86%
Charles Schwab Corp SCHW 4.84%
Ameriprise Financial Inc AMP 4.59%
LPL Financial Holdings Inc LPLA 4.57%
CME Group Inc Class A CME 4.46%

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SFPIX description

The Fund seeks long-term growth through selective investment in companies that provides financial services to consumers and industry. These companies will be those expected to capitalize on emerging changes in the global financial services industries.

SFPIX performance & returns

YTD Return 20.09%
1-Month Return 4.26%
3-Month Return 14.71%
1-Year Return 14.71%
3-Year Return 5.26%
5-Year Return 11.28%
10-Year Return 7.14%
SFPIX expense ratio is 3%.

SFPIX holdings

Top 10 Holdings (48.29% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 12.09%
S&P Global Inc SPGI 4.78%
JPMorgan Chase & Co JPM 4.48%
Bank of America Corp BAC 4.41%
Wells Fargo & Co WFC 4.18%
BlackRock Inc BLK 4.09%
Citigroup Inc C 3.93%
U.S. Bancorp USB 3.72%
PNC Financial Services Group Inc PNC 3.33%
Allstate Corp ALL 3.28%

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