Waddell & Reed Invested Balanced PTF A
6300 Lamar Avenue Overland Park KS 66202
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Phone: 888-923-3355
| Category: | Moderate Allocation | | Fund Family: | Waddell & Reed | | Net Assets: | 88.96M | | Year-to-Date Return: | -5.92% | | Yield: | 2.46% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-01 |
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Michael L. Avery
Lead Manager since
01-Oct-01 | | | Avery joined Waddell & Reed as director of investment research in August 1987 and began managing portfolios for the company in 1994. He was also an assistant vice president and senior investment analyst with the company from 1981 to June 1986, after which he spent a year as a vice president of investor relations with Torchmark Corporation. Avery also spent three years as an assistant investment officer with Mercantile Trust Company. |
| 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: | $0 |
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| The investment seeks capital growth and income. The fund invests in a combination of long-term, growth-oriented Waddell & Reed Advisors equity mutual funds and Waddell & Reed Advisors bond and income-producing mutual funds.The range of net assets invested in equity funds will be from 40% to 80%; correspondingly, the range of Portfolio net assets invested in bond and income-producing funds will be from 60% to 20%. |
| Last Dividend
(19-Dec-07):
| 0.32 | | Last Cap Gain
(19-Dec-07):
| 1.26 | | Annual Holdings Turnover
| 17.00% | | Average for Category:
| 71.04% |
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| Expense | WBLAX | Category
Avg | | Total Expense Ratio: | 0.25%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$964 | $625 | | 5 Yr Expense Projection*: |
$1,243 | $954 | | 10 Yr Expense Projection*: |
$2,026 | $1,865 |
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