Morningstar

Wireless Fund WIREX

Morningstar Medalist Rating
Medalist Rating as of | See Wireless Investment Hub
  • NAV / 1-Day Return 27.65  /  −0.07 %
  • Total Assets 13.1M
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis WIREX

Will WIREX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WIREX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WIREX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WIREX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Wireless holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WIREX

More WIREX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 74.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

20.19 2M
Technology

Alphabet Inc Class A

12.61 1M
Communication Services

Apple Inc

7.56 818,473
Technology

Microsoft Corp

7.31 792,164
Technology

Broadcom Inc

4.86 526,786
Technology

KLA Corp

4.85 525,650
Technology

Applied Materials Inc

4.78 517,812
Technology

Oracle Corp

4.22 456,777
Technology

Meta Platforms Inc Class A

4.12 446,261
Communication Services

Lam Research Corp

3.95 427,320
Technology

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