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    Waddell & Reed Energy A (WEGAX)

    14.25 Up 0.39(2.81%) Dec 19
    Prev Close:13.86
    YTD Return*:-8.86%
    Net Assets*:253.54M
    Yield*:N/A

    * As of 30-Nov-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB4.15-3.65
    HAL4.12-19.63
    BHI2.643.85
    CLB2.62-35.44
    EOG2.598.21

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:253.54M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.57%

    Performance & Risk

    YTD Return:-8.86%
    5y Avg Return:6.18%
    Rank in Category (ytd):19
    % Rank in Category (ytd):19.59%
    Beta (3y):1.15
    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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