Waddell & Reed Adv New Concepts A
6300 Lamar Ave Overland Park KS 66202-4200
Phone: 888-923-3355
| Category: |
Mid-Cap Growth |
| Fund Family: |
Waddell & Reed |
| Net Assets: |
1.35B |
| Year-to-Date Return: |
13.56% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
09-Jun-83 |
|
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 |
|
|
|
| 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
(17-Dec-98):
|
0.00 |
| Last Cap Gain
(13-Dec-07):
|
0.84 |
| Annual Holdings Turnover
|
27.00% |
| Average for Category:
|
114.05% |
|
| Expense |
UNECX |
Category
Avg |
| Total Expense Ratio: |
1.43%
|
1.51% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.20% |
| Max Deferred Sales Load: |
0.00%
|
2.69% |
| 3 Yr Expense Projection*: |
$1,004 |
$697 |
| 5 Yr Expense Projection*: |
$1,317 |
$1,089 |
| 10 Yr Expense Projection*: |
$2,200 |
$2,172 |
|
|
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