• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.07% Nasdaq Up 0.32%

    Waddell & Reed Energy Y (WEGYX)

    12.96 Up 0.27(2.13%) Aug 28
    Prev Close:12.69
    YTD Return*:-7.53%
    Net Assets*:249.21M
    Yield*:N/A

    * As of 31-Jul-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB3.96N/A
    BHI3.65N/A
    HAL3.58N/A
    XEC3.34N/A
    EOG2.95N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:249.21M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:-7.53%
    5y Avg Return:4.48%
    Rank in Category (ytd):16
    % Rank in Category (ytd):14.95%
    Beta (3y):1.18
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback