• Fidelity Select Wireless Portfolio

Fidelity Investments
US, Telecommunications

  • Recently Viewed
  • Symbol Price
    DPDEX 19.69
    DMCCX 9.39
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDLX 51.33

More+

Fidelity Select Wireless Portfolio

FWRLX

Summary

The fund seeks capital appreciation by investing in companies in the United States.

The investment process is designed to highlight companies engaged in activities relating to wireless communications services or products.

The strategy seeks to outperform its benchmark index through active management.

Next, the research process is driven by fundamental analysis of one stock at a time. The research team believes that earnings revisions and earnings growth drive telecommunications stocks.

Then the team considers durable and secular growth companies estimated to generate consistent excess returns.

In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions.

Then the manager constructs a portfolio of stocks from a list of companies in the benchmark index favored by the research team and allocates capital based on its conviction level.

The manager looks to capitalize on the growth of wireless services and technology globally.

The fund has the flexibility to invest in domestic and foreign issuers.


 

Strategy Process Research Risk Philosophy

Price

Last Close

$ 14.91 ( +0.05 )

52 Week HL

$14.92 - $11.3

Net Assets

$485.37 M

Expense Ratio

0.81 %

Sector Allocation

Jun 30, 2021

Top 10 Holdings

Jun 30, 2021

Company Name

  • Apple Inc
  • AMERICAN TOWER
  • T-MOBILE US
  • AT&T
  • MARVELL TECHNOLOGY

Holding

Company Name

  • FACEBOOK INC
  • QUALCOMM INC
  • ERICSSON (LM)
  • VERIZON COMMUNICATIONS
  • LYFT INC
  • Total

Holding

  • 0%

Manager

Name

Matthew Drukker

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Summary

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

9.1 %

3 Year

81.51%

5 Year

113.56%

Best

68.31%
2003

Worst

-55.25%
2002

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.7% -13% 12.5% -1.3% 12.1% 2.7% 1.8% 0.1% 6.5% 8.3% -
Q2 5.3% 16.6% 4% 0.1% 1% - 1.7% 1.8% 0.3% -6.3% -
Q3 2.8% 8.4% 4.6% 9% 4.7% 6.9% -9.6% -1.4% 9.9% 10.2% -
Q4 - 11% 9.8% -12.7% 5.6% 0.2% 3.7% 2.3% 9.6% 2.8% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -0.3% -2.2% 3.3% 1.2% 0.4% 3.6% 0.8% 1.2% 0.9% - - -
2020 0.1% -4.6% -8.9% 3.8% 5.8% 6.2% 6.9% 6.4% -4.6% -2.8% 12% 1.9%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FWRLX 9%22%36%-7%25%10%-3%3%28%16%-1%
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 9%6%8%-1%6%2%-2%-11%-1%3%-1%

FWRLX S&P 500

Chart +