|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
41.19M |
| Category: |
Conservative Allocation |
| Total Expense Ratio: |
0.25% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
6.14% |
| 5y Avg Return: |
4.34% |
| Rank in Category (ytd): |
36 |
| % Rank in Category (ytd): |
5.91% |
| Beta (3y): |
0.23 |
| Morningstar Risk Rating: |
Low |
|
| The investment seeks capital preservation. The portfolio invests primarily in Waddell & Reed Advisorsbond and income-producing mutual funds and invests, to a lesser extent, in Waddell & Reed Advisors equity mutual funds. Each underlying fund, in turn, invests in a diversified portfolio of securities. The range of net assets invested in bond and income-producing funds will be from 100% to 60%; correspondingly, the range of Portfolio net assets invested in equity funds will be from 0% to 40%. |
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| Fund Profile |
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