| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
1
2
1
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#10 in Communications
U.S. News evaluated 12 Communications Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.94 percent over the past year, 4.63 percent over the past three years, -0.28 percent over the past five years, and 8.83 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.9% |
| 1 Year | 9.9% |
| 3 Years (Annualized) | 4.6% |
| 5 Years (Annualized) | -0.3% |
| 10 Years (Annualized) | 8.8% |
Summary
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. Companies that are candidates for it include, but are not limited to communication services; communication equipment; software and programming; computer hardware; peripherals; storage devices; semiconductors; and data networking for the wireless industry. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Wireless Fund has an expense ratio of 1.95 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
