Waddell & Reed Adv Accumulative C
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
Map
Phone: 888-923-3355
| Category: | Large Growth | | Fund Family: | Waddell & Reed | | Net Assets: | 12.77M | | Year-to-Date Return: | -10.87% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Oct-99 |
|
Barry M. Ogden
Lead Manager since
01-Apr-04 | | | Ogden is a vice president and portfolio manager for Waddell & Reed Ivy Investment Company and Waddell & Reed Investment Management Company. He joined Waddell & Reed in July 1994 as an investment analyst. He was named assistant portfolio manager in January 1999. He was appointed portfolio manager in January 2002. Prior to joining Waddell & Reed, Ogden was affiliated with Arthur Andersen & Company as a senior accountant and business advisor. He is the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
|
| |
| The investment seeks capital growth, with current income as a secondary objective. The fund invests primarily in common stocks of domestic and, to a lesser extent, foreign companies. The fund may invest in companies of any size and of any industry. The fund may emphasize a blend of value and growth potential in selecting stocks. Value stocks are those that the fund's investment manager, believes are currently selling below their true worth. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-01):
| 0.85 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 98.99% |
|
| Expense | WAACX | Category
Avg | | Total Expense Ratio: | 2.11%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$667 | $623 | | 5 Yr Expense Projection*: |
$1,144 | $956 | | 10 Yr Expense Projection*: |
$2,462 | $1,887 |
|
|
0.29% Nasdaq 
0.14%
Profile
