Waddell & Reed Adv Accumulative C
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
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Phone: 888-923-3355
| Category: | Large Growth | | Fund Family: | Waddell & Reed | | Net Assets: | 8.90M | | Year-to-Date Return: | -34.80% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Oct-99 |
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Barry M. Ogden
Lead Manager since
01-Apr-04 | | | Ogden is a vice president and portfolio manager for Waddell & Reed Ivy Investment Company and Waddell & Reed Investment Management Company. He joined Waddell & Reed in July 1994 as an investment analyst. He was named assistant portfolio manager in January 1999. He was appointed portfolio manager in January 2002. Prior to joining Waddell & Reed, Ogden was affiliated with Arthur Andersen & Company as a senior accountant and business advisor. He is the Chartered Financial Analyst designation. |
| 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 capital growth, with current income as a secondary objective. The fund invests primarily in common stocks of domestic and, to a lesser extent, foreign companies. The fund may invest in companies of any size and of any industry. The fund may emphasize a blend of value and growth potential in selecting stocks. Value stocks are those that the fund's investment manager, believes are currently selling below their true worth. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-01):
| 0.85 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 97.51% |
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| Expense | WAACX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.35% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 1.00%
| 2.68% | | 3 Yr Expense Projection*: |
$655 | $615 | | 5 Yr Expense Projection*: |
$1,124 | $944 | | 10 Yr Expense Projection*: |
$2,422 | $1,866 |
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2.63% Nasdaq 0.00%
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