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 Dow Down 0.17% Nasdaq Down 0.25%

Waddell & Reed Energy A (WEGAX)

18.54 Down 0.17(0.91%) Jul 25
Prev Close:18.54
YTD Return*:19.96%
Net Assets*:309.29M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

ยป More Headlines for WEGAX

Top Holdings

Symbol% AssetsYTD Return %
SLB4.5431.67
HAL4.2940.20
CLB3.99-12.18
BHI3.0135.41
EOG2.7839.14

Fund Basics

Morningstar Overall Rating:
Total Assets:309.29M
Category:Equity Energy
Annual Report Expense Ratio (net):1.66%

Performance & Risk

YTD Return:19.96%
5y Avg Return:15.91%
Rank in Category (ytd):16
% Rank in Category (ytd):16.49%
Beta (3y):1.38
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 may invest up to 100% of its total assets in foreign securities. The fund invests in a blend of value and growth companies domiciled throughout the world, including, potentially, companies domiciled or traded in emerging markets. View More
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