Dow Down 0.17% Nasdaq Down 0.28%

Waddell & Reed Asset Strategy B (WBASX)

10.80 Down 0.04(0.37%) Sep 30
Prev Close:10.84
YTD Return*:-1.57%
Net Assets*:3.62B
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for WBASX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GOLD BULLION6.31-18.42
GXYEF5.02-18.73
LVS.HK2.9810.27
Delta Equity 12.973.38
Recv Wynn Trs 05/22/152.64N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.62B
Category:World Allocation
Annual Report Expense Ratio (net):2.08%

Performance & Risk

YTD Return:-1.57%
5y Avg Return:8.94%
Rank in Category (ytd):98
% Rank in Category (ytd):18.77%
Beta (3y):1.88
Morningstar Risk Rating:5

Fund Summary

The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as investments in derivative instruments, precious metals and investments with exposure to various foreign currencies. It may invest its assets in any market that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes can offer a high probability of return or, alternatively, can provide a high degree of relative safety in uncertain times. View More
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