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Fund Intelligence | Best Managers | WIREX Insights | WIREX Score | WIREX Performance | WIREX Manager | WIREX News | WIREX Allocation | WIREX Holdings Change

Mutual Fund Insights: Wireless Fund (WIREX)

In-depth Analysis of Wireless Fund (WIREX)

Mutual fund chart: Wireless Fund (WIREX)

3 months
6 months
1 year
3 year
5 year

See Wireless Fund (WIREX) performance details as of January 31, 2010

  

    Last Trade: $5.17 on 3/18/2010, Change: -0.04 (-0.77%)

  

Fund Manager - Jeffrey R. Provence

Fund Manager Tenure: 10.0 years
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Provence has been portfolio managers at Value Trend Capital Management, LP since its inception in 1995.  Get more insights on Jeffrey R. Provence

  

What we like about Wireless Fund (WIREX) What we like about Wireless Fund (WIREX)

Data for Wireless Fund (WIREX) as of January 31, 2010

  • Wireless Fund (WIREX) management has been with Wireless Fund for 10.0 years
  • Wireless Fund (WIREX) has good short-term performance (1-year return 49.52% vs 37.88% Communications category average)
  • Wireless Fund (WIREX) has good mid-term performance (3-year return -4.95% vs -11.49% Communications category average)
  • Wireless Fund (WIREX) has good Long-term performance (5-year return 6.29% vs -2.19% Communications category average)
  • Wireless Fund (WIREX) ratio of up-years vs down years is greater than 2
  • Wireless Fund (WIREX) has a Morningstar rating of 4 and above
  • Wireless Fund (WIREX) is less volatile than its peers as it has a 3-year Standard Deviation of 27.84, lower than category average of 29.26
  • Wireless Fund (WIREX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Wireless Fund (WIREX) What we are cautious about Wireless Fund (WIREX)

Data for Wireless Fund (WIREX) as of January 31, 2010

  • Wireless Fund is a focused fund with 55.41% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Wireless Fund (WIREX) has a higher management fee of 1.96% than its Communications average of 1.60%
See Wireless Fund (WIREX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Communications category?

Below are some additional Communications mutual funds generated out of our database

  

Wireless Fund (WIREX) Net Asset

Track net asset change of Wireless fund (WIREX)

DateNet Asset
01/2010$5.25M
11/2009$5.55M
10/2009$5.42M
More historic net asset information on Wireless Fund (WIREX)

  

Wireless Fund (WIREX) Portfolio Allocation

Track portfolio allocation change of Wireless fund (WIREX)

DateCashStockBondOther
09/200912.21%87.79%0%0%
06/20091.96%98.04%0%0%
03/20093.5%137.84%0%0%
Click here to see more historic asset allocation information on Wireless Fund (WIREX)

  

Most Recent Top 10 Holdings in Wireless Fund (WIREX)

Discover what Wireless Fund (WIREX) manager is buying

30-Sep-09
Apple Inc. [7.32%]
AMERICA MOVIL, S.A.B [7.24%]
VIMPEL COMMUN [6.72%]
QUALCOMM Incorporated [5.65%]
NII Holdings, Inc. [5.26%]
SBA Communications Corporation [5.19%]
Marvell Technology Group, Ltd. [4.94%]
CHINA MOBILE LIMITED [4.41%]
TEXAS INSTRUMENTS [4.34%]
CROWN CASTLE INTL [4.34%]

30-Jun-09
QUALCOMM Incorporated [10.31%]
AMERICA MOVIL, S.A.B [7.99%]
Research In Motion Limited [7.73%]
Apple Inc. [7.03%]
SBA Communications Corporation [5.89%]
CHINA MOBILE LIMITED [5.62%]
VIMPEL COMMUN [5.28%]
TEXAS INSTRUMENTS [4.87%]
Marvell Technology Group, Ltd. [4.44%]
NOKIA CP ADS [4.25%]

31-Mar-09
QUALCOMM Incorporated [11%]
CHINA MOBILE LIMITED [8.1%]
SBA Communications Corporation [6.93%]
AMERICA MOVIL, S.A.B [6.92%]
Apple Inc. [6.43%]
Research in Motion, Ltd. [5.81%]
TEXAS INSTRUMENTS [4.68%]
AMER TOWER CP [4.48%]
CROWN CASTLE INTL [4.37%]
Marvell Technology Group, Ltd. [4.33%]
Click here for Stock Holding Change Map in Wireless Fund (WIREX)

  

Related books and products to Wireless Fund (WIREX)

  

Latest News on Wireless (WIREX)

See what is happening with Wireless Fund (WIREX)

 

Books and Resources

 

 

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