Waddell & Reed Adv Core Investment 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: | 13.49M | | Year-to-Date Return: | -29.79% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-99 |
|
Erik R. Becker
Lead Manager since
31-Jul-06 | | | Becker joined WRIMCO in 1999 as an investment analyst and had served as an assistant portfolio manager for Ivy Core Equity Fund since 2003. He will continue to serve as an assistant portfolio manager for other funds managed by Ivy Investment Management Company (IICO) or Waddell & Reed Investment Management Company (WRIMCO), in addition to his duties as a research analyst. He has been appointed a vice president of IICO and WRIMCO. Becker holds 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 and income, with a primary emphasis on income. The fund normally invests at least 80% of assets in equity securities, primarily in common stocks of large cap domestic and foreign companies with dominant market positions in their industries. Large-cap companies are typically companies with market capitalizations of at least $8 billion. The fund invests in securities that have the potential for capital appreciation. It may invest in securities of any size company. The fund may also invest up to 20% of assets in foreign securities. |
| Last Dividend
(14-Sep-06):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 0.71 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 97.51% |
|
| Expense | WCCIX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$649 | $615 | | 5 Yr Expense Projection*: |
$1,114 | $944 | | 10 Yr Expense Projection*: |
$2,400 | $1,866 |
|
|
0.31% Nasdaq 0.00%
0.01 (0.26%) 
Profile
