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  •  Dow Down 1.13% Nasdaq Down 0.93%

    InvestEd Growth (WAGRX)

    13.03 Down 0.12(0.91%) Jan 28
    Prev Close:13.15
    YTD Return*:5.70%
    Net Assets*:143.57M
    Yield*:0.94%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for WAGRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Waddell & Reed Vanguard Y30.00N/A
    Waddell & Reed New Concepts Y20.62N/A
    Waddell & Reed International Gr Y19.83N/A
    Waddell & Reed Small Cap Y5.83N/A
    Waddell & Reed Core Investment Y1.00N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:143.57M
    Category:Aggressive Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:5.70%
    5y Avg Return:10.23%
    Rank in Category (ytd):45
    % Rank in Category (ytd):10.84%
    Beta (3y):1.23
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide growth of capital. The fund invests, primarily, in Waddell & Reed Advisors equity mutual funds that have a long-term growth orientation. It also invests, to a lesser extent, in Waddell & Reed Advisors bond and income-producing mutual funds. Each underlying fund, in turn, invests in a diversified portfolio of securities. The fund has established target ranges for the allocation of the fund's assets. The range of fund net assets invested in equity funds will be from 65% to 100%; correspondingly, the range of fund net assets invested in bond and income-producing funds will be from 35% to 0%. View More
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