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Fidelity Select Wireless: (MF: FWRLX)

(NASDAQ Mutual Funds) As of Sep 19, 2024 08:00 PM ET

$13.04 USD

+0.17 (1.32%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 14.84 77
3 months 7.28 18
6 months 12.63 8
1 Year 28.32 60
3 Year 1.71 60
5 Year 12.45 83
10 Year 10.68 88

* Annual for three years and beyond.

Zacks Premium Research for FWRLX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Research Report

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Portfolio Statistics

% Unrealized Gain 30.09
% Yield 0.95
% SEC Yield NA
Net Assets (Mil $) 8/31/2024 339.64
% Turnover 8/31/2024 22.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 0.95 0.92
Alpha -6.78 -2.20 -1.08
R Squared 0.86 0.86 0.81
Std. Dev. 19.01 18.45 15.63
Sharpe 0.00 0.64 2.00

Sector / Country Weightings

As of 8/31/2024 % of Portfolio
Technology 69.92
Utilities 8.58
Non-Durable 7.79
Other 4.84
Finance 4.71
Retail Trade 2.94
Energy 1.22

Portfolio Holdings

Top Equity Holdings
(As of 5/31/2024)
% of Portfolio Value (Mil$)
APPLE INC 11.94 38.17
AT&T INC 10.22 32.67
AMERICAN TOWER CORP 7.74 24.74
QUALCOMM INC 7.28 23.25
MARVELL TECHNOLOGY INC 7.05 22.51
T-MOBILE US INC 4.66 14.89
MOTOROLA SOLUTIONS INC 4.53 14.48
META PLATFORMS INC 4.30 13.72
TOTAL*MONEY MARKET 4.02 12.85

Stock Holding % of Net Assets

As Of 5/31/2024
Total Issues 42
Avg. P/E 49.45
Avg. P/Book 2.74
Avg. EPS Growth 21.35
Avg. Market Value (Mil $) 174,579

Allocation

% of Portfolio
Large Growth 14.70
Large Value 0.00
Small Growth 8.56
Small Value 1.18
Foreign Stock 10.79
Emerging Market 11.16
Precious Metal 0.00
Intermediate Bond 24.10
Foreign Bond 0.00
High Yield Bond 11.79