Waddell & Reed Adv Value C
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 888-923-3355
| Category: | Large Value | | Fund Family: | Waddell & Reed | | Net Assets: | 11.23M | | Year-to-Date Return: | -20.08% | | Yield: | 0.12% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Dec-00 |
|
Matthew T. Norris
Lead Manager since
31-Jul-03 | | | Norris is a senior vice president of Waddell & Reed Investment Management Company. Previously, he was affiliated with Advantus Capital Management, Inc. from 1997 to 2003. Prior to joining Advantus, he was an equity analyst and portfolio manager for Norwest Investment Management, Inc. Norris joined Waddell & Reed in July of 2003. Norris 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 long-term capital appreciation. The fund invests in the common stocks of primarily large-cap, under-valued domestic and, to a lesser extent, foreign companies. Although the fund generally invests in large-cap companies (typically, companies with market capitalizations of at least $8 billion), it may invest in securities of any size company. |
| Last Dividend
(13-Dec-07):
| 0.01 | | Last Cap Gain
(13-Dec-07):
| 1.03 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 59.99% |
|
| Expense | WVACX | Category
Avg | | Total Expense Ratio: | 2.22%
| 1.27% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 1.00%
| 2.67% | | 3 Yr Expense Projection*: |
$691 | $588 | | 5 Yr Expense Projection*: |
$1,185 | $902 | | 10 Yr Expense Projection*: |
$2,544 | $1,772 |
|
|
11.08% Nasdaq 
Profile
