Waddell & Reed Adv Energy Y
6300 Lamar Ave Overland Park KS 66202
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Phone: 888-923-3355
| Category: | Specialty-Natural Res | | Fund Family: | Waddell & Reed | | Net Assets: | 2.35M | | Year-to-Date Return: | -1.87% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Mar-06 |
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David P. Ginther
Lead Manager since
01-Mar-06 | | | Ginther is vice president of Ivy Investment Management Company and Waddell & Reed Investment Management Company, vice president of Ivy Funds, Inc., and portfolio manager for other investment companies. Ginther has been an employee of WRIMCO since 1995. He is the Certified Public Accountant designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in securities, primarily equities of both domestic and foreign companies, principally engaged in exploration, discovery, distribution or related to the infrastructure of energy and/or alternative energy. The fund may invest up to 100% of assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 127.12% |
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| Expense | WEGYX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.24% | | Max Deferred Sales Load: | 0.00%
| 2.36% | | 3 Yr Expense Projection*: |
$384 | $657 | | 5 Yr Expense Projection*: |
$665 | $1,021 | | 10 Yr Expense Projection*: |
$1,466 | $2,010 |
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1.47% Nasdaq 
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