Waddell & Reed Adv Tax Managed Eq B
6300 Lamar Ave P O Box 29217 Overland Park KS 66202
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Phone: 888-923-3355
| Category: | Large Growth | | Fund Family: | Waddell & Reed | | Net Assets: | 2.54M | | Year-to-Date Return: | -10.03% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-00 |
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Chace Brundige
Lead Manager since
17-Feb-06 | | | Brundige began his investment career at UMB Financial Corp. in 1991. He joined TCW WestBridge Ventures LLC as a vice president and limited partner in Sept. 1999. He rejoined Waddell & Reed in August 2003 as an assistant portfolio manager to the large cap growth equity team. |
| 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 |
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| The investment seeks long-term growth of capital while minimizing capital gains and income to shareholders. The fund invests at least 80% of assets in equity securities, primarily common stocks and securities convertible into common stocks. WRIMCO seeks stocks of growth-oriented companies which it believes to have above-average earnings predictability and stability. While the fund typically invests in the common stocks of large to medium sized domestic companies. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 98.32% |
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| Expense | WBTMX | Category
Avg | | Total Expense Ratio: | 2.22%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.68% | | 3 Yr Expense Projection*: |
$994 | $622 | | 5 Yr Expense Projection*: |
$1,290 | $957 | | 10 Yr Expense Projection*: |
$2,324 | $1,889 |
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1.49% Nasdaq 
0.27%
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