Waddell & Reed Advisors Vanguard Fund Class C

 (MUTF:WAVCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.86%
   
1 week
   
-1.68%  
4 week
   
-0.12%  
3 month   +5.66%
   
YTD   +6.49%
   
1 year   +19.52%
   
3 years*   +14.56%
   
5 years*   +13.35%
   
*annualized
Best 3 month return+20.65%  
Worst 3 month return-31.88%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Average Above Average
5 years Average Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.54B 
Front load-  
Deferred load1.00%  
Expense ratio2.18%  
Management fee-  
Fund familyWaddell & Reed 

Asset allocation

Cash0.00%  
Stocks97.94%  
Bonds0.05%  
Other2.00%  

Purchase information

Initial$750  
IRA Initial$500  
AIP Initial$150  
AIP Additional$50  
8.06-0.04(-0.49%)
Apr 1, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of common stocks issued by large capitalization, growth-oriented companies with above-average levels of profitability and that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes have the ability to sustain growth over the long term. Large capitalization companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. Growth-oriented companies are those whose earnings WRIMCO believes are likely to grow faster than the economy.
Fund filings (PDF) »
Asset managers:
Daniel Becker (Started: Jul 31, 1997)
Phillip Sanders (Started: Jun 30, 2006)
Advisor Company:
Waddell & Reed Investment Management Co
Fund family reports on Morningstar »
Waddell & Reed Financial Advisors, 6300 Lamar Ave, Overland Park, KS 66202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.08 -1.73 -2.00 0.24
Beta* 0.89 1.03 1.07 0.98
Mean annual return 1.10 1.32 1.25 0.74
R-squared* 53.79 70.88 87.02 83.12
Standard deviation 10.49 11.61 14.97 15.90
Sharpe ratio 1.26 1.36 1.00 0.47
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 5.29%  
MasterCard Inc Class A (MA) 4.75%  
Gilead Sciences Inc (GILD) 4.61%  
Celgene Corp (CELG) 4.58%  
Biogen Idec Inc (BIIB) 4.40%  
Canadian Pacific Railway Ltd (CP) 3.64%  
Applied Materials Inc (AMAT) 3.58%  
Home Depot Inc (HD) 3.56%  
Union Pacific Corp (UNP) 3.36%  
Visa Inc Class A (V) 3.29%