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    Waddell & Reed Energy C (WEGCX)

    11.16 Up 0.01(0.09%) May 23
    Prev Close:11.16
    YTD Return*:12.59%
    Net Assets*:245.53M
    Yield*:N/A

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for WEGCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CME4.32N/A
    SLB4.31N/A
    XEC3.91N/A
    PXD3.82N/A
    HAL3.77N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:245.53M
    Category:Equity Energy
    Annual Report Expense Ratio (net):2.43%

    Performance & Risk

    YTD Return:12.59%
    5y Avg Return:-5.07%
    Rank in Category (ytd):59
    % Rank in Category (ytd):51.75%
    Beta (3y):1.25
    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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