Waddell & Reed Vanguard Y
6300 Lamar Avenue P O Box 29217 Shawnee Mission KS 66202
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Phone: 888-923-3355
| Category: | Large Growth | | Fund Family: | Waddell & Reed | | Net Assets: | 62.11M | | Year-to-Date Return: | 15.90% | | Yield: | 0.51% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-95 |
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Daniel P. Becker
Lead Manager since
31-Jul-97 | | | Becker is senior vice president of WRIMCO and IICO, and vice president of other investment companies for which WRIMCO and IICO serve as investment manager. He has been an employee of WRIMCO and its predecessor since October 1989, initially serving as an investment analyst, and has served as a portfolio manager since January 1997. Becker holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks issued by higher-quality, growth-oriented large to medium sized domestic and, to a lesser extent, foreign companies that WRIMCO, the fund's investment manager, believes have appreciation possibilities. Growth stocks are those whose earnings WRIMCO believes are likely to grow faster than the economy. |
| Last Dividend
(11-Dec-08):
| 0.04 | | Last Cap Gain
(11-Dec-08):
| 0.55 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 110.55% |
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| Expense | WAVYX | Category
Avg | | Total Expense Ratio: | 0.88%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 290 | $672 | | 5 Yr Expense Projection*: |
$ 504 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,120 | $2,074 |
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0.18% Nasdaq 
0.42%
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