Waddell & Reed Continental Inc C
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
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Phone: 888-923-3355
| Category: | Moderate Allocation | | Fund Family: | Waddell & Reed | | Net Assets: | 5.80M | | Year-to-Date Return: | 12.92% | | Yield: | 0.75% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Oct-99 |
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Cynthia P. Prince-Fox
Lead Manager since
28-Feb-93 | | | Prince-Fox has held her fund responsibilities since January 1993. She is senior vice president of WRIMCO and IICO, vice president of other investment companies for which WRIMCO and IICO serve as investment manager. As well, she is chief investment officer of Austin, Calvert & Flavin, Inc., an affiliate of WRIMCO. From February 2002 to November 2004, she served as Co-Chief Investment Officer for Austin, Calvert & Flavin, Inc. |
| 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 current income; capital appreciation is secondary. The fund invests primarily in income-producing securities that include common stocks and debt securities. The fund generally owns equity securities of medium to large, well-established companies. The fund owns common stocks in order to provide possible appreciation of capital and some dividend income. In general, the fund invests a portion of assets in either debt securities or preferred stocks, or both, in order to provide income and relative stability of capital. |
| Last Dividend
(10-Dec-09):
| 0.01 | | Last Cap Gain
(11-Dec-08):
| 0.09 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 82.83% |
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| Expense | WACCX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 1.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.20% Nasdaq 
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