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    Waddell & Reed Energy Y (WEGYX)

    16.15 Down 0.03(0.19%) May 4
    Prev Close:16.15
    YTD Return*:2.19%
    Net Assets*:270.68M
    Yield*:N/A

    * As of 31-Mar-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    SLB4.05-0.74
    HAL3.3811.87
    EOG3.01-0.74
    BHI2.9914.14
    XEC2.8810.07

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:270.68M
    Category:Equity Energy
    Annual Report Expense Ratio (net):1.09%

    Performance & Risk

    YTD Return:2.19%
    5y Avg Return:5.52%
    Rank in Category (ytd):15
    % Rank in Category (ytd):14.29%
    Beta (3y):1.12
    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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