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Waddell & Reed Advisors Core Investment Fund

UNCMX:US
NASDAQ GM
6.28
USD
0.01
0.16%
As of 9:29 AM EDT 7/28/2016
Fund Type
Open-End Fund
52Wk Range
5.34 - 6.44
1 Yr Return
-1.90%
YTD Return
2.61%
Previous Close
6.27
52Wk Range
5.34 - 6.44
1 Yr Return
-1.50%
YTD Return
2.61%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 07/28/2016)
6.28
Total Assets (b USD) (on 04/29/2016)
3.900
Inception Date
10/09/1940
Last Dividend (on 06/16/2016)
-
Dividend Indicated Gross Yield
-
Fund Managers
ERIK BECKER / GUS ZINN
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.62%
Expense Ratio
1.02%

Top Fund Holdings

Name Position Value % of Fund
1.68 m 165.01 m 4.20
2.89 m 159.56 m 4.06
189.20 k 144.34 m 3.67
2.39 m 127.73 m 3.25
5.71 m 120.92 m 3.08
1.17 m 120.20 m 3.06
1.43 m 112.69 m 2.87
1.34 m 108.71 m 2.77
2.00 m 108.36 m 2.76
402.20 k 107.80 m 2.74
Profile
Waddell & Reed Advisors Core Investment Fund is an open-end fund incorporated in the USA. The Fund's objective is capital growth and income with a primary emphasis on income. The Fund invests at least 80% of its assets in equity securities, primarily in common stocks of large cap U.S. and foreign companies with dominant market positions in their industries.
Address
Waddell & Reed Funds
P.O. Box 29217
Shawnee Mission, KS 66201-9217
USA
Phone
1-913-236-2000