Waddell & Reed Adv International Gr C
6300 Lamar Ave P O Box 29217 Overland Park KS 66202
Map
Phone: 888-923-3355
| Category: | Foreign Large Blend | | Fund Family: | Waddell & Reed | | Net Assets: | 3.56M | | Year-to-Date Return: | -42.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Oct-99 |
|
Thomas A. Mengel
Lead Manager since
31-May-96 | | | Mengel has been an employee of WRIMCO and has held his responsibilities for International Growth Portfolio since May 1996. He is senior vice president of WRIMCO and IICO, vice president of the Fund and vice president of other investment companies for which WRIMCO or IICO serves as investment manager. |
| 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 |
|
| |
| The investment seeks long-term capital appreciation; income is secondary. The fund invests primarily in common stocks of foreign companies that WRIMCO, the fund's investment manager, believes have the potential for long-term growth represented by economic expansion within a country or region, and represented by the restructuring and/or privatization of particular industries. The fund primarily invests in issuers of developed countries, with an emphasis on issuers or companies located in Continental Europe. The fund may also invest in companies of any size. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-01):
| 0.00 | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 78.70% |
|
| Expense | WAICX | Category
Avg | | Total Expense Ratio: | 2.35%
| 1.42% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.32% | | Max Deferred Sales Load: | 1.00%
| 2.75% | | 3 Yr Expense Projection*: |
$743 | $650 | | 5 Yr Expense Projection*: |
$1,271 | $993 | | 10 Yr Expense Projection*: |
$2,717 | $1,966 |
|
|
2.63% Nasdaq 0.00%
Profile
