Waddell & Reed Energy A (WEGAX)
* As of 31-May-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.57%|
Performance & Risk
|5y Avg Return:||7.61%|
|Rank in Category (ytd):||15|
|% Rank in Category (ytd):||14.02%|
|Morningstar Risk Rating:||3|
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