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: | 77 |
Outlook: | 7% |
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: | 88 |
Outlook: | 8% |
Expense Ratio: | 0.78% |
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: | 15 |
Outlook: | 5% |
Expense Ratio: | 1.73% |
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: | 15 |
Outlook: | 5% |
Expense Ratio: | 1.73% |
TELECOM PREVIOUS FAVORITES
Fund Name/Ticker: | Added | Removed | Return | Vs. S&P | ||
---|---|---|---|---|---|---|
GAMCO Global Telecom AAA (GABTX) | 09/01 | 05/05 | 26.43% | 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.