Wireless

(WIREX)
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6.88 Down -0.03 -0.43%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 6.91
Category Communications
Net Assets 2.99 Mil
Yield 0.16%
Morningstar Risk Above Average
Morningstar Return Below Average
  • Last NAV update 4/23/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term growth of capital. The fund, under normal market conditions, invests at least 80% of its assets in the securities of companies engaged in the development, production, or distribution of wireless related products or services. It invests primarily in growth companies whose revenues and earnings are likely to grow faster than the economy as a whole, offering above-average prospects for capital appreciation and little or no emphasis on dividend income. The fund is non-diversified.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 13.78% -14.01% 15.81% 22.62% -2.27%
Value ($) 11,377.95 9,783.46 11,329.89 13,893.05 13,577.30
  • Year to date performance as of 4/23/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Wireless
Fund Manager Ross Provence
Tenure (Years) 14
Fund Status Open
Minimum Initial Purchase 5,000.00
Minimum IRA Investment 1,000.00
Front Load 0.00
Expense Ratio 1.95%
PERFORMANCE
Symbol Value ($)
1 Month -1.01%
3 Months -2.13%
1 Year 15.61%
3 Years* 4.81%
5 Years* 13.51%
  • * Annualized returns
  • Performance as of 4/23/2014 12:00 AM ET
PEER COMPARISON
  WIREX Communications
5-Yr Return 13.51% 16.33%
Sharpe Ratio 0.46 1.44
Net Assets 2.99 Mil 151.17 Mil
Avg Market Cap 87.00 Bil 30.13 Bil
Avg P/E 21.09 16.96
Portfolio Turnover 16 281
HOLDINGS
Symbol Value ($)
Stocks 94.08%
Cash 5.92%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 7:23 PM ET
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