Waddell & Reed Adv Continental Inc A
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
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Phone: 888-923-3355
| Category: | Moderate Allocation | | Fund Family: | Waddell & Reed | | Net Assets: | 353.05M | | Year-to-Date Return: | -19.65% | | Yield: | 1.61% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jun-70 |
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Cynthia P. Prince-Fox
Lead Manager since
28-Feb-93 | | | Prince-Fox is a senior vice president of Waddell & Reed Ivy Investment Company. Prince-Fox joined Waddell & Reed in 1983 as an equity investment analyst. She first assumed portfolio management responsibility in January 1991. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks current income; capital appreciation is secondary. The fund invests primarily in income-producing securities that include common stocks and debt securities. The fund generally owns equity securities of medium to large, well-established companies. The fund owns common stocks in order to provide possible appreciation of capital and some dividend income. In general, the fund invests a portion of assets in either debt securities or preferred stocks, or both, in order to provide income and relative stability of capital. |
| Last Dividend
(11-Sep-08):
| 0.03 | | Last Cap Gain
(13-Dec-07):
| 0.38 | | Annual Holdings Turnover
| 11.00% | | Average for Category:
| 72.64% |
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| Expense | UNCIX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$937 | $623 | | 5 Yr Expense Projection*: |
$1,202 | $941 | | 10 Yr Expense Projection*: |
$1,957 | $1,840 |
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2.63% Nasdaq 0.00%
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