Waddell & Reed Value B
6300 Lamar Ave Overland Park KS 66202
Map
Phone: 888-923-3355
| Category: | Large Value | | Fund Family: | Waddell & Reed | | Net Assets: | 17.39M | | Year-to-Date Return: | 20.78% | | Yield: | 0.31% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Dec-00 |
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Matthew T. Norris
Lead Manager since
31-Jul-03 | | | Norris is senior vice president of WRIMCO and IICO, and vice president of other investment companies for which WRIMCO and IICO serve as investment manager. As of June 2005, he is the director of Equity Research for WRIMCO and IICO. From January 2000 to June 2003, he was a portfolio manager for Advantus Capital Management, Inc. He joined Advantus Capital Management, Inc. in December 1997, first serving as an Analyst and later as a senior analyst. Norris holds 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 long-term capital appreciation. The fund invests in the common stocks of primarily large-cap, under-valued domestic and, to a lesser extent, foreign companies. Although the fund generally invests in large-cap companies (typically, companies with market capitalizations of at least $8 billion), it may invest in securities of any size company. |
| Last Dividend
(11-Dec-08):
| 0.03 | | Last Cap Gain
(13-Dec-07):
| 1.03 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 67.10% |
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| Expense | WVABX | Category
Avg | | Total Expense Ratio: | 2.24%
| 1.27% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 1,003 | $635 | | 5 Yr Expense Projection*: |
$ 1,305 | $963 | | 10 Yr Expense Projection*: |
$ 2,353 | $1,849 |
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1.94% Nasdaq 
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