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    InvestEd Balanced (WBLAX)

    12.33 Up 0.20(1.65%) Aug 27
    Prev Close:12.13
    YTD Return*:3.96%
    Net Assets*:167.25M
    Yield*:1.52%

    * As of 31-Jul-15

    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 Y20.81N/A
    Waddell & Reed Vanguard Y20.77N/A
    Waddell & Reed Global Growth Y18.73N/A
    Waddell & Reed Global Bond Y15.27N/A
    Waddell & Reed New Concepts Y6.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:167.25M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.25%

    Performance & Risk

    YTD Return:3.96%
    5y Avg Return:8.29%
    Rank in Category (ytd):5
    % Rank in Category (ytd):0.53%
    Beta (3y):1.06
    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 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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