TELECOM

BEST OVERALL TELECOM FUND

Vanguard Telecom Serv ETF (VOX)

A FAVORITE BECAUSE: If the most popular ETF in a category has under $200 million in total investor assets, you know that category is out-of-favor. With low fees and a good yield, VOX is our telecom pick.

WE DON'T LIKE: Telecom barely deserves to be a stand-alone category and could be considered merely a subset of tech or utilities. The few funds here tend to have giant stakes in the big players like AT&T and Verizon.

Named Favorite: 05/05
Return While Favorite: 193.22%
VS. S&P While Favorite: 90.88%
MAXrating: 97
Outlook: 12%
Expense Ratio: 0.10%

TELECOM SPECIAL CRITERIA WINNERS

BEST OPEN-END TELECOM FUND

T. Rowe Price Media & Telecomm (PRMTX)

Named Favorite: 09/01
Return While Favorite: 510.18%
VS. S&P While Favorite: 364.60%
MAXrating: 94
Outlook: 10%
Expense Ratio: 0.79%

BEST TELECOM ETF

Vanguard Telecom Serv ETF (VOX)

Named Favorite: 05/05
Return While Favorite: 193.22%
VS. S&P While Favorite: 90.88%
MAXrating: NA
Outlook: NA
Expense Ratio: NA

BEST LOW MINIMUM TELECOM FUND

GAMCO Global Telecom AAA (GABTX)

Named Favorite: 11/09
Return While Favorite: 49.49%
VS. S&P While Favorite: -51.28%
MAXrating: 20
Outlook: 8%
Expense Ratio: 1.22%

BEST NTF TELECOM FUND

GAMCO Global Telecom AAA (GABTX)

Named Favorite: 11/09
Return While Favorite: 49.49%
VS. S&P While Favorite: -51.28%
MAXrating: 20
Outlook: 8%
Expense Ratio: 1.22%

TELECOM PREVIOUS FAVORITES

Fund Name/Ticker: Added Removed Return Vs. S&P
GAMCO Global Telecom AAA (GABTX) 09/0105/0526.43%5.06%

TELECOM TRANSACTIONS

11/09 - Added GAMCO Global Telecom AAA (GABTX). Added as best Low Minimum and Best No Transaction Fee Telecom fund.

05/05 - Added Vanguard Telecom Serv ETF (VOX). Added as Best Telecom Exchange Trade Fund.

05/05 - Removed GAMCO Global Telecom AAA (GABTX). Reason for removal: Wrong strategy for market environment going forward.

09/01 - Added T. Rowe Price Media & Telecomm (PRMTX). Named a favorite Telecom fund.