Back to top

Mobile Telecommunications Ultra: (MF: WCPSX)

(MF) As of Apr 16, 2014 06:06 PM ET

 Add to portfolio

$43.50 USD

+1.36 (3.23%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

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

General Information as of Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) -1.22
Objective* Equity - Sector Technology
Peer* TC MG

*Key

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 [?] Rank Change Trend Strong Buy 1
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 19.40
Net Assets (Mil $) 3/31/2014 0.42
%Turnover 3/31/2014 149.00

Allocation

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

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Other 47.91
Non-Durable 22.98
Services 11.62
Technology 9.46
Utilities 8.03

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
CROWN CASTLE INTL CORP 22.98 1.89
SBA COMMUNICATIONS CORP 11.62 0.96
T MOBILE US 7.53 0.62
SPRINT CORPORATION NEW 6.89 0.57
TELEPHONE & DATA SYSTEMS 2.57 0.21
NII HOLDINGS INC CL B 0.51 0.04

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues 6
Avg. P/E 24.00
Avg. P/Book 1.66
Avg. EPS Growth 37
Avg. Market Value (Mil $) 19,408

Risk

3 Year 5 Year 10 Year
Beta 1.03 1.28 1.66
Alpha 12.39 -0.16 -10.98
R Squared 0.23 0.23 0.32
Std. Dev. 27.18 37.36 43.24
Sharpe 1.11 0.78 5.00