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    InvestEd Balanced (WBLAX)

    11.37 Up 0.12(1.07%) May 24
    Prev Close:11.25
    YTD Return*:-1.05%
    Net Assets*:160.94M
    Yield*:1.26%

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for WBLAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Waddell & Reed Vanguard Y20.95N/A
    Waddell & Reed Core Investment Y20.71N/A
    Waddell & Reed Global Growth Y18.39N/A
    Waddell & Reed Global Bond Y15.39N/A
    Waddell & Reed New Concepts Y5.59N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:160.94M
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:-1.05%
    5y Avg Return:4.75%
    Rank in Category (ytd):96
    % Rank in Category (ytd):10.06%
    Beta (3y):1.16
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide total return through a combination of capital appreciation and current income. The Portfolio is designed for investors who seek total return through a combination of capital appreciation and current income. The Portfolio also is designed for investors who plan to maintain their investments, and who do not expect to incur expenses related to higher education, for at least two to three years. The Portfolio invests in a combination of growth-oriented Waddell & Reed Advisors and/or Ivy equity mutual funds and Waddell & Reed Advisors and/or Ivy bond and income-producing mutual funds. View More
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