• FirefoxUpgrade to the new Firefox »
  •  Dow Down 1.45% Nasdaq Down 1.03%

    Waddell & Reed Energy B (WEGBX)

    12.30 Up 0.15(1.23%) Jan 30
    Prev Close:12.15
    YTD Return*:-11.76%
    Net Assets*:253.25M
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for WEGBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB4.150.30
    HAL4.120.41
    BHI2.640.18
    CLB2.62-0.86
    EOG2.590.18

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:253.25M
    Category:Equity Energy
    Annual Report Expense Ratio (net):2.78%

    Performance & Risk

    YTD Return:-11.76%
    5y Avg Return:3.55%
    Rank in Category (ytd):27
    % Rank in Category (ytd):27.84%
    Beta (3y):1.13
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback