Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Tuesday, December 1, 2009, 6:52PM ET - U.S. Markets Closed. Dow Up 1.23% Nasdaq Up 1.46%
Waddell & Reed Accumulative A (UNACX)On Dec 1: 6.43  Up 0.07 (1.10%)  
MORE ON UNACX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 31-Oct-09Get Profile for:
Waddell & Reed Accumulative A
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
Map
Phone: 888-923-3355
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Large Growth
Fund Family:Waddell & Reed
Net Assets:1.25B
Year-to-Date Return:16.80%
Yield:0.44%
Morningstar Rating:3 stars
Fund Inception Date:09-Oct-40
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
View Top Large Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
UNACX can be purchased from 14 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (11-Dec-08): 0.03
Last Cap Gain (13-Dec-01): 0.85
Annual Holdings Turnover 64.00%
Average for Category: 110.55%
FEES & EXPENSES 
ExpenseUNACXCategory
Avg
Total Expense Ratio:1.22% 1.33%
Max 12b1 Fee:0.25% N/A
Max Front End Sales Load:5.75% 5.43%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ 949$672
5 Yr Expense Projection*: $ 1,222$1,053
10 Yr Expense Projection*: $ 1,999$2,074
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials