Mutual Fund Replacement

Save by using similar low-cost ETFs instead



Estimates of cost savings are based on certain assumptions, which you can change here. See important disclosures below.


Fidelity Select Wireless Portfolio (FWRLX)

Holdings Data
Holdings dateNov 30, 2018
Number of holdings42
Coverage195%
Fee Structure
Expenses82 bp
Max load-- %
Redemption fee-- %
Top 10 Holdings
AT&T INC 13.1 %
APPLE INC 12.9 %
AMERICAN TOWER CORP-CL A 7.5 %
TELECOM ITALIA SPA-SPON ADR 5.6 %
METROPCS COMMUNICATIONS INC 5.1 %
QUALCOMM INC 5.0 %
ALPHABET INC. CLASS A 3.9 %
VERIZON COMMUNICATIONS INC 3.8 %
FIDELITY SECURITIES LENDING CASH CENTRAL 3.8 %
MARVELL TECHNOLOGY GROUP LTD 3.2 %
Sector Breakdown
1. Coverage indicates the percentage by weight of the mutual fund's holdings which we were able to match to a security in our database.
Ticker Fund Overlap2
vs. FWRLX
Estimated
Savings3
IYZ iShares Dow Jones Telecom 22.6% $98
TDIV First Trust NASDAQ Technology Dividend 20.9% $76
IYW iShares US Technology 19.2% $98
IXP iShares S&P Global Telecom 17.1% $72
QYLD Global X NASDAQ 100 Covered Call ETF 16.8% $37
FCOM Fidelity Telecomm 15.8% $197
QQQ Invesco QQQ 15.7% $170
VOX Vanguard Communication Services 15.7% $194
FTEC Fidelity Info Technology 15.4% $202
VGT Vanguard Info Tech ETF 15.4% $198
XLK Technology Select Sector SPDR 15.2% $190
XLC Communication Services Select Sector SPDR 15.2% $189
FDL First Trust Morningstar Dividend Leaders 15.0% $92
FXU First Trust Utilities Alphadex 14.5% $36
IXN iShares S&P Global Technology 14.5% $83
IGM iShares S&P N. American Technology 14.1% $86
JHMT John Hancock Multifactor Technology 13.9% $103
EWCO Invesco S&P 500 Equal Weight Comm. Services 13.8% $88
IETC iShares Evolved U.S. Technology 13.7% $152
XLG Invesco S&P Top 50 13.5% $168
Disclosures: 1. Overlap is based on disclosed holdings as of Nov 30, 2018, with weightings for each holding adjusted for recent changes in price. Portfolio holdings may have changed substantially since then and as a result the overlap with an ETF may be significantly overstated or understated. In most cases we consider holding an American Depository Receipt ("ADR") as equivalent to holding the company's common shares. 2. Estimates of cost savings are hypothetical and based on certain assumptions, which you can change here. When calculating estimated savings, we consider the difference in stated management fees between the mutual fund and an ETF, the investment amount, holding period, and costs associated with trading an ETF including trading commissions and the average bid/ask spread. Mutual fund redemption fees, if any, are not included in our calculations, though investors should consider their impact when deciding on a potential replacement. Investors should also consider factors other than costs when evaluating a mutual fund or ETF, such as the portfolio manager's historical track record and skill in adapting the portfolio to changing market conditions.