Waddell & Reed Small Cap B
6300 Lamar Ave Overland Park KS 66202
Phone: 888-923-3355
| Category: |
Small Growth |
| Fund Family: |
Waddell & Reed |
| Net Assets: |
22.94M |
| Year-to-Date Return: |
-3.85% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
04-Oct-99 |
|
Gilbert Scott
Lead Manager since
31-Aug-03 |
|
| Scott is senior vice president of WRIMCO and IICO, vice president of the fund and vice president of another investment company for which IICO serves as investment manager. He joined Waddell & Reed in 1997 and had served as assistant portfolio manager of small cap institutional accounts from September 2000 to August 2003. Scott holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks capital growth. The fund normally invests at least 80% of assets in common stocks of small-cap domestic and, to a lesser extent, foreign companies. Small-cap companies are typically companies with market capitalizations below $3.5 billion. The fund emphasizes relatively new or unseasoned companies in their early stages of development or smaller companies positioned in new or emerging-industries where there is opportunity for rapid growth. It may invest up to 25% of total assets in foreign securities. |
| Last Dividend
(16-Dec-99):
|
0.02 |
| Last Cap Gain
(13-Dec-07):
|
1.88 |
| Annual Holdings Turnover
|
87.00% |
| Average for Category:
|
131.92% |
|
| Expense |
WRSBX |
Category
Avg |
| Total Expense Ratio: |
2.85%
|
1.60% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.41% |
| Max Deferred Sales Load: |
5.00%
|
2.67% |
| 3 Yr Expense Projection*: |
$1,189 |
$690 |
| 5 Yr Expense Projection*: |
$1,614 |
$1,094 |
| 10 Yr Expense Projection*: |
$2,944 |
$2,198 |
|
|
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