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Mobile Telecommunications Ultra: (MF: WCPSX)

(MF) As of May 26, 2015 06:06 PM ET

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$46.77 USD

+0.99 (2.16%)

Zacks MF Rank : 3 - Hold [?]     3    

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Apr 30, 2015

Total Return %* Percentile Rank Objective
YTD 17.93 1
3 months 8.92 9
6 months 3.87 84
1 Year 3.86 97
3 Year 30.54 1
5 Year 16.30 10
10 Year -11.89 99

* Annual for three years and beyond.

Zacks Premium Research for WCPSX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 13.99
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 4/30/2015 0.14
%Turnover 4/30/2015 376.00

Risk

3 Year 5 Year 10 Year
Beta 1.09 1.02 1.63
Alpha 14.36 4.88 -14.10
R Squared 0.13 0.21 0.30
Std. Dev. 28.88 28.90 44.13
Sharpe 1.23 0.72 4.00

Sector / Country Weightings

As of 4/30/2015 % of Portfolio
Other 49.14
Services 24.81
Utilities 15.28
Technology 10.77

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2015)
% of Portfolio Value (Mil$)
SBA COMMUNICATIONS CORP 24.81 2.05
T MOBILE US 15.28 1.26
SPRINT CORPORATION NEW 6.46 0.53
TELEPHONE & DATA SYSTEMS 4.32 0.36

Stock Holding % of Net Assets

As Of 1/31/2015
Total Issues 4
Avg. P/E 30.14
Avg. P/Book 2.10
Avg. EPS Growth 37
Avg. Market Value (Mil $) 17,039

Allocation

% of Portfolio
Large Growth 15.98
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 29.84