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    Waddell & Reed Energy B (WEGBX)

    13.70 Up 0.07(0.51%) Apr 20
    Prev Close:13.70
    YTD Return*:1.74%
    Net Assets*:270.68M
    Yield*:N/A

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for WEGBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB4.05-0.74
    HAL3.3811.87
    EOG3.01-0.74
    BHI2.9914.14
    XEC2.8810.07

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:270.68M
    Category:Equity Energy
    Annual Report Expense Ratio (net):2.78%

    Performance & Risk

    YTD Return:1.74%
    5y Avg Return:3.69%
    Rank in Category (ytd):21
    % Rank in Category (ytd):20%
    Beta (3y):1.12
    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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