Wireless Portfolio Wireless Fund Quote
| FWRLX Fund | USD 13.50 0.09 0.67% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Wireless Portfolio is trading at 13.50 as of the 26th of November 2024; that is 0.67% increase since the beginning of the trading day. The fund's open price was 13.41. Wireless Portfolio has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Wireless Portfolio Wireless are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of January 2023 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies principally engaged in activities relating to wireless communications services or products. The fund invests in domestic and foreign issuers. More on Wireless Portfolio Wireless
Moving together with Wireless Mutual Fund
| 0.84 | FPURX | Fidelity Puritan | PairCorr |
| 0.84 | FPUKX | Fidelity Puritan | PairCorr |
| 0.7 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Wireless Mutual Fund
Wireless Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Communications Funds, Communications, Fidelity Investments, Large Blend, Communications (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Wireless Portfolio Wireless [FWRLX] is traded in USA and was established 26th of November 2024. Wireless Portfolio is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Communications category and is part of Fidelity Investments family. This fund currently has accumulated 314.4 M in assets under management (AUM) with no minimum investment requirementsWireless Portfolio is currently producing year-to-date (YTD) return of 18.88% with the current yeild of 0.01%, while the total return for the last 3 years was 4.12%.
Check Wireless Portfolio Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Wireless Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Wireless Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Wireless Portfolio Wireless Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Wireless Portfolio Wireless Mutual Fund Constituents
| LYFT | LYFT Inc | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TMUS | T Mobile | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| RNG | Ringcentral | Stock | Information Technology | |
| QRVO | Qorvo Inc | Stock | Information Technology | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology |
Wireless Portfolio Risk Profiles
| Mean Deviation | 0.5556 | |||
| Semi Deviation | 0.6086 | |||
| Standard Deviation | 0.6803 | |||
| Variance | 0.4628 |
Wireless Portfolio Against Markets
Other Information on Investing in Wireless Mutual Fund
Wireless Portfolio financial ratios help investors to determine whether Wireless Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wireless with respect to the benefits of owning Wireless Portfolio security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |