Waddell & Reed Adv New Concepts C
6300 Lamar Ave Overland Park KS 66202-4200
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Phone: 888-923-3355
| Category: | Mid-Cap Growth | | Fund Family: | Waddell & Reed | | Net Assets: | 9.42M | | Year-to-Date Return: | -33.77% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-99 |
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Kimberly A. Scott
Lead Manager since
09-Feb-01 | | | Scott is vice president with Waddell & Reed Investment Management Co, which she joined in April 1999 as an investment analyst. She worked previously as an equity analyst at Bartlett & Company from 1994 through 1999. She served as an investment analyst with WRIMCO from April 1999 to February 2001. Scott holds 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. The fund invests primarily in common stocks of domestic and, to a lesser extent, foreign mid-cap companies that WRIMCO, the fund's investment manager, believes offer above-average growth potential. Mid-cap companies are typically companies with market capitalizations that range between $1 billion and $18 billion. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 0.84 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 118.51% |
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| Expense | WNCCX | Category
Avg | | Total Expense Ratio: | 2.35%
| 1.49% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 1.00%
| 2.66% | | 3 Yr Expense Projection*: |
$737 | $697 | | 5 Yr Expense Projection*: |
$1,261 | $1,075 | | 10 Yr Expense Projection*: |
$2,697 | $2,114 |
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2.63% Nasdaq 0.00%
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