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    InvestEd Balanced (WBLAX)

    12.26 Down 0.06(0.49%) Jan 30
    Prev Close:12.32
    YTD Return*:4.72%
    Net Assets*:162.41M
    Yield*:1.58%

    * As of 31-Dec-14

    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 Core Investment Y19.88N/A
    Waddell & Reed Vanguard Y18.87N/A
    Waddell & Reed Global Bond Y15.04N/A
    Waddell & Reed International Gr Y13.79N/A
    Waddell & Reed Bond Y5.05N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:162.41M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:4.72%
    5y Avg Return:7.87%
    Rank in Category (ytd):71
    % Rank in Category (ytd):8.2%
    Beta (3y):0.97
    Morningstar Risk Rating:2

    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 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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