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    Waddell & Reed Energy A (WEGAX)

    15.07 Up 0.21(1.41%) May 21
    Prev Close:15.07
    YTD Return*:10.42%
    Net Assets*:296.07M
    Yield*:N/A

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB3.709.45
    HAL3.5225.55
    BHI3.4523.60
    XEC3.0716.35
    EOG2.988.31

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:296.07M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.57%

    Performance & Risk

    YTD Return:10.42%
    5y Avg Return:5.93%
    Rank in Category (ytd):15
    % Rank in Category (ytd):14.02%
    Beta (3y):1.16
    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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