Dow Up 0.08% Nasdaq Down 0.30%

Waddell & Reed Tax Managed Eq B (WBTMX)

16.08 Down 0.02(0.12%) Sep 19
Prev Close:16.10
YTD Return*:9.48%
Net Assets*:324.27M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for WBTMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GILD4.7545.62
AAPL4.1730.61
LVS3.68-18.73
V3.44-3.03
MA3.34-9.14

Fund Basics

Morningstar Overall Rating:
Total Assets:324.27M
Category:Large Growth
Annual Report Expense Ratio (net):2.06%

Performance & Risk

YTD Return:9.48%
5y Avg Return:14.89%
Rank in Category (ytd):19
% Rank in Category (ytd):1.1%
Beta (3y):1.10
Morningstar Risk Rating:3

Fund Summary

The investment seeks growth of capital while minimizing taxable gains and income to shareholders. The fund invests at least 80% of its net assets in equity securities. WRIMCO seeks stocks of growth-oriented companies that it believes have above-average levels of profitability and the ability to sustain growth over the long term. While the fund typically invests in the common stocks of primarily large capitalization U.S. companies, it may invest in companies of any size, any industry or any country in seeking to achieve its objective. View More
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