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Dec 18: 10.67  Up 0.02 (0.19%)  

Waddell & Reed InvestEd Balanced A (WBLAX)

WADDELL AND REED INVESTED BALAN

Net Asset Value:10.67
Trade Time:Dec 18
Change:Up 0.02 (0.19%)
Prev Close:10.65
YTD Return*:14.92%
Net Assets*:90.50M
Yield*:2.33%

* As of 30-Nov-09

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Waddell & Reed InvestEd Balanced A (WBLAX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:90.50M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:14.92%
5y Avg Return:4.70%
Rank in Category (ytd):1101
% Rank in Category (ytd):92.99%
Beta (3y):0.69
Morningstar Risk Rating:Low
Performance Details | Risk Details

Fund Summary

The investment seeks capital growth and income. The fund invests in a combination of long-term, growth-oriented Waddell & Reed Advisors equity mutual funds and Waddell & Reed Advisors bond and income-producing mutual funds.The range of net assets invested in equity funds will be from 40% to 80%; correspondingly, the range of Portfolio net assets invested in bond and income-producing funds will be from 60% to 20%. View More
Fund Profile

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