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    Waddell & Reed Energy A (WEGAX)

    14.03 Down 0.29(2.03%) Jun 29
    Prev Close:14.32
    YTD Return*:4.85%
    Net Assets*:282.81M
    Yield*:N/A

    * As of 31-May-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB3.70N/A
    HAL3.52N/A
    BHI3.45N/A
    XEC3.07N/A
    EOG2.98N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:282.81M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.57%

    Performance & Risk

    YTD Return:4.85%
    5y Avg Return:7.61%
    Rank in Category (ytd):15
    % Rank in Category (ytd):14.02%
    Beta (3y):1.10
    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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