Waddell & Reed Accumulative B
6300 Lamar Avenue 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: | 23.80M | | Year-to-Date Return: | 21.24% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-99 |
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Barry M. Ogden
Lead Manager since
01-Apr-04 | | | Ogden is a vice president and portfolio manager for Waddell & Reed Ivy Investment Company and Waddell & Reed Investment Management Company. He joined Waddell & Reed in July 1994 as an investment analyst. He was named assistant portfolio manager in January 1999. He was appointed portfolio manager in January 2002. Prior to joining Waddell & Reed, Ogden was affiliated with Arthur Andersen & Company as a senior accountant and business advisor. He is the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital growth, with current income as a secondary objective. The fund invests primarily in common stocks of domestic and, to a lesser extent, foreign companies. The fund may invest in companies of any size and of any industry. The fund may emphasize a blend of value and growth potential in selecting stocks. Value stocks are those that the fund's investment manager, believes are currently selling below their true worth. It may invest up to 25% of total assets in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(13-Dec-01):
| 0.85 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 112.30% |
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| Expense | WAABX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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1.27% Nasdaq 0.00%
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