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Waddell & Reed Energy B (WEGBX)

16.84 Up 0.15(0.90%) Aug 29
Prev Close:16.84
YTD Return*:12.94%
Net Assets*:297.71M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for WEGBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SLB4.6920.69
HAL4.4136.00
BHI2.9524.81
CLB2.91-22.70
EOG2.8729.15

Fund Basics

Morningstar Overall Rating:
Total Assets:297.71M
Category:Equity Energy
Annual Report Expense Ratio (net):2.93%

Performance & Risk

YTD Return:12.94%
5y Avg Return:11.95%
Rank in Category (ytd):28
% Rank in Category (ytd):28.87%
Beta (3y):1.41
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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