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    Waddell & Reed Energy Y (WEGYX)

    13.98 Down 0.48(3.32%) Jan 28
    Prev Close:14.46
    YTD Return*:-10.21%
    Net Assets*:253.25M
    Yield*:N/A

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB4.150.30
    HAL4.120.41
    BHI2.640.18
    CLB2.62-0.86
    EOG2.590.18

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:253.25M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:-10.21%
    5y Avg Return:5.36%
    Rank in Category (ytd):8
    % Rank in Category (ytd):8.25%
    Beta (3y):1.13
    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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