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Waddell & Reed InvestEd Balanced Portfolio

WBLAX:US
NASDAQ GM
11.25
USD
0.03
0.27%
As of 9:29 AM EDT 5/23/2016
Fund Type
Fund of Funds
52Wk Range
10.32 - 12.05
1 Yr Return
-4.87%
YTD Return
-1.66%
Previous Close
11.28
52Wk Range
10.32 - 12.05
1 Yr Return
-4.87%
YTD Return
-1.66%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 05/23/2016)
11.25
Total Assets (m USD) (on 02/29/2016)
153.100
Inception Date
10/01/2001
Last Dividend (on 12/15/2015)
0.1541
Dividend Indicated Gross Yield
1.37%
Fund Managers
MICHAEL L AVERY "MIKE" / HENRY JOHN HERRMANN
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.00%
Expense Ratio
0.25%
Profile
Waddell & Reed InvestEd Balanced Portfolio is an open-end fund incorporated in the USA. The Portfolio's objective is capital growth and income. The Portfolio invests in a combination of long-term, growth-oriented Waddell & Reed Advisors equity mutual funds and Waddell & Reed Advisors bond and income-producing mutual funds.
Address
Waddell & Reed Funds
P.O. Box 29217
Shawnee Mission, KS 66201-9217
USA
Phone
1-913-236-2000