Waddell & Reed Value Y (WVAYX)
15.49 0.01(0.06%) May 20
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for WVAYX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.93%|
Performance & Risk
|5y Avg Return:||4.65%|
|Rank in Category (ytd):||17|
|% Rank in Category (ytd):||1.33%|
|Morningstar Risk Rating:||3|
The investment seeks to provide capital appreciation.
The fund seeks to achieve its objective by investing in the common stocks of primarily large capitalization companies that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by WRIMCO and/or are out of favor in the financial markets but have a favorable outlook for capital appreciation. Although the fund primarily invests in securities issued by large capitalization companies, it may invest in securities issued by companies of any size. View More