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Waddell & Reed Energy C (WEGCX)

16.71 Up 0.21(1.27%) Sep 16
Prev Close:16.71
YTD Return*:17.49%
Net Assets*:314.35M
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for WEGCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SLB4.6921.25
HAL4.4133.87
BHI2.9524.48
CLB2.91-16.32
EOG2.8728.76

Fund Basics

Morningstar Overall Rating:
Total Assets:314.35M
Category:Equity Energy
Annual Report Expense Ratio (net):2.42%

Performance & Risk

YTD Return:17.49%
5y Avg Return:13.11%
Rank in Category (ytd):24
% Rank in Category (ytd):24.74%
Beta (3y):1.38
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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