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Waddell & Reed Adv Tax Managed Eq B (WBTMX)

On Feb 9: 9.58 USD  Up 0.11 (1.16%)  
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WADDELL & REED ADVISORS TAX-MAN Delayed quote dataEdit
Net Asset Value: 9.58
Trade Time: Feb 9
Change: Up 0.11 (1.16%)
Prev Close: 9.58
YTD Return*: 24.20%
Net Assets*: 3.51M
Yield*: N/A
* As of 31-Dec-07
Waddell & Reed Adv Tax Managed Eq B (WBTMX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 3.51M
Category: Large Growth
Total Expense Ratio: 2.22%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 24.20%
5y Avg Return: 14.49%
Rank in Category (ytd): 52
% Rank in Category (ytd): 2.97%
Beta (3y): 1.08
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term growth of capital while minimizing capital gains and income to shareholders. The fund invests at least 80% of assets in equity securities, primarily common stocks and securities convertible into common stocks. WRIMCO seeks stocks of growth-oriented companies which it believes to have above-average earnings predictability and stability. While the fund typically invests in the common stocks of large to medium sized domestic companies.
Fund Profile


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