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    InvestEd Balanced (WBLAX)

    12.78 Up 0.11(0.87%) Dec 1
    Prev Close:12.67
    YTD Return*:1.94%
    Net Assets*:154.44M

    * As of 31-Oct-15

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


    • No Headlines available for WBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Waddell & Reed Vanguard Y20.85N/A
    Waddell & Reed Core Investment Y20.33N/A
    Waddell & Reed Global Growth Y18.31N/A
    Waddell & Reed Global Bond Y15.54N/A
    Waddell & Reed New Concepts Y5.64N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:154.44M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:1.94%
    5y Avg Return:6.99%
    Rank in Category (ytd):12
    % Rank in Category (ytd):1.29%
    Beta (3y):1.15
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide total return through a combination of capital appreciation and current income. The fund invests in a combination of growth-oriented Waddell & Reed Advisors and Ivy equity mutual funds and Waddell & Reed Advisors bond and income-producing mutual funds. It 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 40% to 75%; correspondingly, the range of fund net assets invested in bond and income-producing funds will be from 60% to 25%. View More
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