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    Waddell & Reed Energy Y (WEGYX)

    14.98 Up 0.24(1.63%) Mar 30
    Prev Close:14.98
    YTD Return*:2.74%
    Net Assets*:267.08M
    Yield*:N/A

    * As of 28-Feb-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB4.05-0.34
    HAL3.389.76
    EOG3.01-3.09
    BHI2.9911.86
    XEC2.883.78

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:267.08M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.74%
    5y Avg Return:6.14%
    Rank in Category (ytd):15
    % Rank in Category (ytd):14.29%
    Beta (3y):1.14
    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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