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Mobile Telecommunications Ultra: (MF: WCPSX)

(MF) As of Jul 30, 2015 06:06 PM ET

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$45.40 USD

+1.29 (2.93%)

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

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Latest Performance as of Jun 30, 2015

Total Return %* Percentile Rank Objective
YTD 22.77 1
3 months 8.72 1
6 months 22.77 1
1 Year -4.14 99
3 Year 29.32 1
5 Year 19.59 9
10 Year -13.08 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 [?] Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 21.16
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 6/30/2015 0.14
%Turnover 6/30/2015 376.00

Risk

3 Year 5 Year 10 Year
Beta 0.87 1.11 1.62
Alpha 16.32 3.20 -14.77
R Squared 0.07 0.23 0.30
Std. Dev. 27.32 27.69 43.94
Sharpe 1.23 0.86 4.00

Sector / Country Weightings

As of 6/30/2015 % of Portfolio
Other 49.24
Services 24.73
Utilities 14.98
Technology 11.05

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2015)
% of Portfolio Value (Mil$)
SBA COMMUNICATIONS CORP 24.73 1.58
T MOBILE US 14.98 0.96
SPRINT CORPORATION NEW 6.71 0.43
TELEPHONE & DATA SYSTEMS 4.34 0.28

Stock Holding % of Net Assets

As Of 4/30/2015
Total Issues 4
Avg. P/E 29.81
Avg. P/Book 2.10
Avg. EPS Growth 37
Avg. Market Value (Mil $) 18,323

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