Nasdaq - Delayed Quote USD

InvestEd Portfolios - Waddell & Reed InvestED Growth Portfolio Fund (WAGRX)

10.09 0.00 (0.00%)
At close: May 18 at 8:01 PM EDT

Investment Information

Min Initial Investment
250
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1.5
Min Subsequent Investment
150
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Raymond James
  • Matrix Financial Solutions
  • ING Financial Advisers - SAS Funds

Fund Summary

The Portfolio is structured as a “fund-of-funds,” which means that it seeks to achieve its investment objective by investing its assets, under normal circumstances, in a combination of other mutual funds and exchange-traded funds (collectively, the underlying funds), rather than investing directly in stocks, bonds and other instruments. Under normal circumstances, the Advisor targets an allocation of approximately 70% of its assets to the underlying equity funds and the remaining 30% of its assets to the underlying fixed income funds.

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Delaware Funds by Macquarie
Net Assets 99.79M
YTD Return -12.95%
Yield 1.44%
Morningstar Rating
Inception Date Oct 01, 2001

Performance & Risk

YTD Return -12.95%
5y Average Return 6.98%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

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