# Portfolio overlap — RYCSX vs FSTCX

Comparing **Telecommunications Fund** (2026-03-31) and **Select Telecommunications Portfolio** (2026-02-28).

- Shared positions: 15
- Telecommunications Fund covered by Select Telecommunications Portfolio: 0.3270271734799445638240144553
- Select Telecommunications Portfolio covered by Telecommunications Fund: 0.3270271734799445638240144554

## Telecommunications Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CISCO SYSTEMS INC | 0.077550 |  |
| AT&T INC | 0.067867 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.064422 | ✓ |
| ARISTA NETWORKS INC | 0.051124 |  |
| COMCAST CORP CL A | 0.046308 | ✓ |
| T-MOBILE US INC | 0.045430 | ✓ |
| CIENA CORP | 0.043782 |  |
| LUMENTUM HOLDINGS INC | 0.042807 |  |
| MOTOROLA SOLUTIONS INC | 0.040183 |  |
| ECHOSTAR CORP CL A | 0.035015 | ✓ |
| AST SPACEMOBILE INC | 0.031881 | ✓ |
| CHARTER COMMUNICATIONS INC A | 0.027846 |  |
| F5 INC | 0.025262 |  |
| ROKU INC CLASS A | 0.023500 |  |
| VIAVI SOLUTIONS INC | 0.017956 |  |
| Nokia Oyj ADR | 0.017376 |  |
| MILLICOM INTL CELL SA | 0.016775 |  |
| Telefonaktiebolaget LM Ericsson (publ) ADR EACH REP 1 ORD'B'SEK1 | 0.016703 |  |
| LUMEN TECHNOLOGIES INC | 0.016498 | ✓ |
| America Movil S.A.B. de C.V. SPON ADS RP CL B | 0.016280 |  |
| Vodafone Group Public Limited Company | 0.015720 |  |
| BCE INC | 0.015379 |  |
| TELUS CORP | 0.014991 |  |
| APPLIED OPTOELECTRONICS INC | 0.014708 |  |
| KT CORP-SP ADR DEPOSITARY RECEIPT | 0.014376 |  |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.014350 |  |
| LIBERTY GLOBAL LTD CL A | 0.014309 | ✓ |
| VERSANT MEDIA GROUP INC - A | 0.013970 |  |
| TELEPHONE & DATA | 0.012385 | ✓ |
| VIASAT INC | 0.012152 |  |
| VISTANCE NETWORKS INC | 0.012119 |  |
| ONDAS INC | 0.011148 |  |
| CALIX NETWORKS INC | 0.010486 |  |
| UNITI GROUP INC | 0.010366 | ✓ |
| IRIDIUM COMMUNICATIONS INC | 0.010259 | ✓ |
| NETSCOUT SYSTEMS INC | 0.009412 |  |
| EXTREME NETWORKS INC | 0.008907 |  |
| INTERDIGITAL INC | 0.008030 |  |
| LIBERTY LATIN AMERICA LTD CL C | 0.007663 | ✓ |
| GLOBALSTAR INC | 0.007540 | ✓ |
| ADTRAN HOLDINGS INC | 0.006692 |  |
| HARMONIC INC | 0.005871 |  |
| UBIQUITI INC | 0.005812 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.005180 | ✓ |
| NETGEAR INC | 0.003970 |  |
| GCI LIBERTY INC. - CL C | 0.003649 | ✓ |
| GOGO INC | 0.003270 |  |
| ZAR/USD FORWARD | 0.001425 |  |
| ZAR/USD FORWARD | 0.001295 |  |

## Select Telecommunications Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERIZON COMMUNICATIONS INC | 0.224021 | ✓ |
| AT&T INC | 0.214076 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.074612 |  |
| T-MOBILE US INC | 0.059976 | ✓ |
| AST SPACEMOBILE INC | 0.047028 | ✓ |
| GLOBALSTAR INC | 0.040831 | ✓ |
| Fidelity Cash Central Fund | 0.040252 |  |
| IRIDIUM COMMUNICATIONS INC | 0.038005 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.035989 | ✓ |
| LIBERTY LATIN AMERICA LTD CL C | 0.029025 | ✓ |
| UNITI GROUP INC | 0.025124 | ✓ |
| IDT CORP CL B NEW | 0.023974 |  |
| COMCAST CORP CL A | 0.022587 | ✓ |
| GCI LIBERTY INC. - CL C | 0.020231 | ✓ |
| TELEPHONE & DATA | 0.019693 | ✓ |
| US CELLULAR CORP | 0.019079 |  |
| LIBERTY GLOBAL LTD CL A | 0.012401 | ✓ |
| LIBERTY GLOBAL LTD C | 0.012264 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.011458 | ✓ |
| LIBERTY LATIN AMERICA LTD CL A | 0.008911 |  |
| ECHOSTAR CORP CL A | 0.008899 | ✓ |
| ANTERIX INC | 0.005171 |  |
| BANDWIDTH INC-A | 0.002455 |  |
| GCI LIBERTY INC. A | 0.002046 |  |
| SHENANDOAH TELECOM CO | 0.001345 |  |
| SPOK HOLDINGS INC | 0.000547 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022998` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/899148/000094040026022998/0000940400-26-022998-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002675` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002675/0000035402-26-002675-index.htm>

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