Wireless Fund

Class No Load (WIREX)
Scorecard
2 / 5 Stars
Lipper
2 2 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#5 in Communications

U.S. News evaluated 8 Communications Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.37 percent over the past year, 5.91 percent over the past three years, 19.50 percent over the past five years, and 4.69 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year 22.4%
3 Years (Annualized) 5.9%
5 Years (Annualized) 19.5%
10 Years (Annualized) 4.7%

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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. 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.

Fees

Fees are High compared to funds in the same category.
Wireless Fund has an expense ratio of 1.95 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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