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    Waddell & Reed Tax Managed Eq B (WBTMX)

    15.86 Up 0.04(0.25%) Aug 28
    Prev Close:15.82
    YTD Return*:10.60%
    Net Assets*:383.08M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    • No Headlines available for WBTMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL4.23N/A
    AGN.IR3.93N/A
    AMZN3.87N/A
    LB3.19N/A
    V2.88N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:383.08M
    Category:Large Growth
    Annual Report Expense Ratio (net):2.06%

    Performance & Risk

    YTD Return:10.60%
    5y Avg Return:16.12%
    Rank in Category (ytd):14
    % Rank in Category (ytd):0.82%
    Beta (3y):1.02
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to provide growth of capital while minimizing taxable gains and income to shareholders. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of common stocks of companies that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, considers to be high in quality and attractive in their long-term investment potential. Under normal circumstances, it invests at least 80% of its net assets in equity securities. View More
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