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Waddell & Reed Advisors Core Investment Fund

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UNCMX:US
NASDAQ GM
6.67
USD
0.09
1.33%
As of 09:29:30 ET on 09/04/2015.
Fund Type
Open-End Fund
52Wk Range
6.34 - 7.40
1 Yr Return
-5.15%
YTD Return
-5.52%
Previous Close
6.76
52Wk Range
6.34 - 7.40
1 Yr Return
-5.15%
YTD Return
-5.52%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/04/2015)
6.67
Total Assets (b USD) (on 08/31/2012)
3.050
Inception Date
10/09/1940
Last Dividend (on 06/11/2015)
-
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
1.04%
Top Fund Holdings
Name Position Value % of Fund
Citigroup Inc 3.59 m 198.57 m 4.45
Teva Pharmaceutical Industries 2.63 m 155.17 m 3.48
Allergan plc 479.30 k 145.45 m 3.26
Philip Morris International In 1.63 m 130.30 m 2.92
Dollar General Corp 1.55 m 120.88 m 2.71
Microsoft Corp 2.73 m 120.59 m 2.70
Bristol-Myers Squibb Co 1.80 m 119.92 m 2.69
Medtronic PLC 1.54 m 114.27 m 2.56
Applied Materials Inc 5.93 m 113.92 m 2.55
Shire PLC 470.50 k 113.62 m 2.55
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