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Wireless HOLDRS Trust (WMH)
| Price | Change | Change % | 52wk High | 52wk Low |
| $32.96 | -0.79 | -2.34% | $75.38 | $31.52 |
| Fund Overview | Investment Policy | ||
|---|---|---|---|
| AMEX Ticker Symbol | WMH | The Fund seeks long term growth of capital. The Fund holds shares of common stock or American depositary shares issued by a group of specified companies that were, at the time of the initial offering, generally considered to be involved in various segments of the wireless telecommunications industry.The Fund seeks capital appreciation. Fidelity Management & Research may buy "growth" stocks or "value" stocks or a combination of both. They rely on fundamental analysis of each issuer and its potential for success in light of its current financial condition, its industry position, and economic and market conditions. | |
| Inception Date | 09/26/2000 | ||
| Asset Type | Equity Funds | ||
| Yield-30 Day (%) | 0.00 | ||
| Yield-12 Months (%) | 0.00 | ||
| Total Net Assets ($M) | 33.75 | ||
| Fund Manager | Team Managed | ||
| Fund Manager Tenure | |||
| Risk Profile | Management Company | |
|---|---|---|
| Alpha | -0.65 |
MERRILL LYNCH HOLDRS c/o Merrill Lynch & Co New York, New York 10281 |
| Beta | 1.68 | |
| R-Squared | 0.72 | |
| Standard Deviation | 6.15 | |
| Performance Overview | Growth of 10K |
|---|---|
| Performance History | |||
|---|---|---|---|
| Company Name | Fund Return | Peer Group Avg. | S&P 500 |
| 1 Week | NA% | -2.33% | -1.80% |
| 4 Week | NA% | -22.40% | -18.27% |
| 13 Week | NA% | -31.50% | -21.44% |
| YTD | NA% | -44.79% | -31.98% |
| 1 Year | NA% | -47.79% | -33.23% |
| 3 Year (Annualized) | NA% | -6.95% | -4.39% |
| 5 Year (Annualized) | NA% | 0.42% | 0.21% |
| 10 Year (Annualized) | NS% | -1.57% | 0.43% |
| Sector Allocations |
|---|
| Top 10 Holdings | ||||
|---|---|---|---|---|
| Company Name | # of Shares | Market Value | % of Holdings | |
| 1 | Research In Motion Ltd | 118080 | 3.89M | 23.39% |
| 2 | Qualcomm Inc | 255840 | 8.43M | 19.24% |
| 3 | Verizon Communications Inc | 167280 | 5.51M | 10.03% |
| 4 | Nokia Oyj | 226320 | 7.46M | 9.40% |
| 5 | Vodafone Group Plc | 180810 | 5.96M | 9.03% |
| 6 | SK TELECOM CO LTD | 167280 | 5.51M | 5.89% |
| 7 | Deutsche Telekom AG | 181883 | 5.99M | 5.05% |
| 8 | Motorola Inc | 403440 | 13.30M | 5.02% |
| 9 | Sprint Nextel Corp | 302876 | 9.98M | 4.88% |
| 10 | Crown Castle International Corp | 39360 | 1.30M | 2.58% |
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