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    Waddell & Reed New Concepts B (UNEBX)

    7.88 0.00(0.00%) Jan 23
    Prev Close:7.88
    YTD Return*:6.65%
    Net Assets*:1.90B
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for UNEBX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NTRS2.750.22
    EA2.73-0.31
    ISRG2.51-0.64
    MCHP2.39-0.53
    MJN2.29-0.60

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.9B
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):2.50%

    Performance & Risk

    YTD Return:6.65%
    5y Avg Return:14.37%
    Rank in Category (ytd):58
    % Rank in Category (ytd):7.74%
    Beta (3y):1.01
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in common stocks of mid capitalization companies that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes are high quality and/or offer above-average growth potential. Mid capitalization companies typically are companies with market capitalizations within the range of companies in the Russell Midcap Growth Index at the time of acquisition. View More
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