Waddell & Reed Adv Vanguard Y
6300 Lamar Avenue P O Box 29217 Shawnee Mission KS 66202
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Phone: 888-923-3355
| Category: | Large Growth | | Fund Family: | Waddell & Reed | | Net Assets: | 35.11M | | Year-to-Date Return: | -34.74% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Sep-95 |
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Daniel P. Becker
Lead Manager since
31-Jul-97 | | | Becker is currently a vice president with Waddell & Reed, his employer since 1989. Previously, he served as a research technician and investment analyst for the State of Wisconsin Investment Board. Becker holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund invests primarily in a diversified portfolio of common stocks issued by higher-quality, growth-oriented large to medium sized domestic and, to a lesser extent, foreign companies that WRIMCO, the fund's investment manager, believes have appreciation possibilities. Growth stocks are those whose earnings WRIMCO believes are likely to grow faster than the economy. |
| Last Dividend
(16-Dec-04):
| 0.04 | | Last Cap Gain
(13-Dec-07):
| 1.04 | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 97.51% |
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| Expense | WAVYX | Category
Avg | | Total Expense Ratio: | 0.85%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$278 | $615 | | 5 Yr Expense Projection*: |
$482 | $944 | | 10 Yr Expense Projection*: |
$1,073 | $1,866 |
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2.63% Nasdaq 0.00%
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