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Waddell & Reed Energy A (WEGAX)

16.19 Up 0.20(1.25%) Nov 21
Prev Close:15.99
YTD Return*:1.79%
Net Assets*:279.42M
Yield*:N/A

* As of 31-Oct-14

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

Top Holdings

Symbol% AssetsYTD Return %
SLB4.158.45
HAL4.127.05
BHI2.64-4.92
CLB2.62-28.66
EOG2.5911.81

Fund Basics

Morningstar Overall Rating:
Total Assets:279.42M
Category:Equity Energy
Annual Report Expense Ratio (net):1.57%

Performance & Risk

YTD Return:1.79%
5y Avg Return:9.05%
Rank in Category (ytd):11
% Rank in Category (ytd):11.34%
Beta (3y):1.08
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide capital growth and appreciation. The fund invests at least 80% of its net assets in securities of companies within the energy sector, which includes all aspects of the energy industry, such as exploration, discovery, production, distribution or infrastructure of energy and/or alternative energy sources. It invests in a blend of value and growth companies domiciled throughout the world, which may include companies that are offered in initial public offerings. The fund may invest up to 100% of its total assets in foreign securities. View More
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