UNCMX: Profile for WADDELL & REED ADVISORS CORE IN

Becker joined WRIMCO in 1999 as an investment analyst and had served as an assistant portfolio manager for Waddell & Reed Advisors Core Investment Fund since 2003. He has served as portfolio manager for Ivy Core Equity Fund since February 2006, in addition to his duties as a research analyst. He is vice president of WRIMCO and IICO, and vice president of other investment companies for which WRIMCO and IICO serve as investment manager. Becker holds 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

UNCMX can be purchased from brokerages.

FUND SUMMARY

The investment seeks capital growth and income, with a primary emphasis on income. The fund normally invests at least 80% of assets in equity securities, primarily in common stocks of large cap domestic and foreign companies with dominant market positions in their industries. Large-cap companies are typically companies with market capitalizations of at least $8 billion. The fund invests in securities that have the potential for capital appreciation. It may invest in securities of any size company. The fund may also invest up to 25% of assets in foreign securities.

FUND OPERATIONS

Last Dividend (10-Dec-09):	0.01
Last Cap Gain (11-Dec-08):	0.02
Annual Holdings Turnover	129.00%
Average for Category:	112.30%

FEES & EXPENSES

Expense	UNCMX	Category Avg
Total Expense Ratio:	%	1.33%
Max 12b1 Fee:	%	N/A
Max Front End Sales Load:	5.75%	5.43%
Max Deferred Sales Load:	%	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

* Per $10,000 invested

Add to Portfolio

Set Alert

Email to a Friend

•

Top Performers by Style

•

Morningstar Editorials