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    Waddell & Reed Energy B (WEGBX)

    10.82 Down 0.21(1.90%) Apr 28
    Prev Close:11.03
    YTD Return*:0.83%
    Net Assets*:194.45M
    Yield*:N/A

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for WEGBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB3.97N/A
    CME3.96N/A
    BHI3.77N/A
    HAL3.50N/A
    XEC3.34N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:194.45M
    Category:Equity Energy
    Annual Report Expense Ratio (net):2.81%

    Performance & Risk

    YTD Return:0.83%
    5y Avg Return:-7.69%
    Rank in Category (ytd):71
    % Rank in Category (ytd):62.28%
    Beta (3y):1.20
    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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