245 Summer Street,
Boston , MA, 02210
Boston , MA, 02210
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 tha More
Link
Directors
May 12, 2023- OSCAR MUNOZ
- ROBERT A LAWRENCE
- THOMAS A KENNEDY
- BETTINA DOULTON
- VICKI L FULLER
- THOMAS P BOSTICK
- PATRICIA L KAMPLING
- DENNIS J DIRKS
- DONALD F DONAHUE
- MICHAEL E WILEY
- SUSAN TOMASKY
- DAVID M THOMAS
Chief Compliance Officer
- JASON POGORELEC
Fund Manager(s)
Price
- 52-Week High/Low
- $13.89 - $10.93
- Turnover
- 16%
- Expense Ratio
- 0.73%
Company Name |
Holding |
| APPLE INC | 11.94 % |
| AT and T INC | 10.22 % |
| AMERICAN TOWER CORP | 7.74 % |
| QUALCOMM INC | 7.28 % |
| MARVELL TECHNOLOGY INC | 7.05 % |
| T-MOBILE US INC | 4.66 % |
| MOTOROLA SOLUTIONS INC | 4.53 % |
| META PLATFORMS INC | 4.3 % |
| Fidelity Revere Street Trust | 3.6 % |
| UNITED STATES CELLULAR CORP | 3.08 % |
| More | 3.08 % |
Documents
Performance
YTD
-
3 Year
-12.67%
5 Year
11.73%
Best
68.31%
2003
Worst
-55.25%
2002
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | 2.8% | 11% | -7.3% | 0.7% | -13% | 12.5% | -1.3% | 12.1% | 2.7% |
| Q2 | - | -0.8% | 4% | -18.4% | 8.5% | 16.6% | 4% | 0.1% | 1% | - |
| Q3 | - | - | -6.5% | -9.4% | -11.6% | 2.9% | 4.6% | 9% | 4.7% | 6.9% |
| Q4 | - | - | 14.5% | -2.6% | 6.9% | 13.4% | 9.8% | -12.7% | 5.6% | 0.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2024 | 0.9% | 1.1% | 0.8% | -0.9% | - | - | - | - | - | - | - | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 2% | 23% | -33% | 4% | 22% | 36% | -7% | 25% | 10% |
Alpha
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| FWRLX | - | 2% | 23% | -33% | 4% | 22% | 36% | -7% | 25% | 10% |
| S&P 500 | - | - | - | -21% | 27% | 16% | 29% | -6% | 19% | 10% |
| Alpha | - | 2% | 23% | -12% | -23% | 6% | 8% | -1% | 6% | 1% |