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Waddell & Reed Advisors Tax-Managed Equity Fund

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WBTMX:US
NASDAQ GM
13.36
USD
0.02
0.15%
As of 09:29:30 ET on 02/04/2016.
Fund Type
Open-End Fund
52Wk Range
13.29 - 15.49
1 Yr Return
-5.45%
YTD Return
-9.91%
Previous Close
13.34
52Wk Range
13.29 - 15.49
1 Yr Return
-4.21%
YTD Return
-9.91%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/04/2016)
13.36
Total Assets (m USD) (on 12/31/2015)
392.500
Inception Date
03/31/2000
Last Dividend (on 12/10/2015)
0.077
Dividend Indicated Gross Yield
-
Fund Managers
SARAH C ROSS / BRADLEY M KLAPMEYER
Front Load Fee
0.00%
Back Load Fee
5.00%
Redemption Fee
2.00%
12b-1 Fee
0.24%
Current Mgmt Fee
0.65%
Expense Ratio
2.05%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 121.65 k 15.26 m 4.23
Allergan plc 46.74 k 14.18 m 3.93
Amazon.com Inc 32.18 k 13.97 m 3.87
L Brands Inc 134.30 k 11.51 m 3.19
Visa Inc 154.80 k 10.39 m 2.88
MasterCard Inc 109.20 k 10.21 m 2.83
salesforce.com inc 146.10 k 10.17 m 2.82
Adobe Systems Inc 125.00 k 10.13 m 2.80
Shire PLC 41.70 k 10.07 m 2.79
Verisk Analytics Inc 134.70 k 9.80 m 2.71
Profile
Waddell & Reed Advisors Tax-Managed Equity Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital while minimizing taxable gains and income to shareholders. The Fund invests in a US and to the lesser extent foreign companies that are considered to be of high quality and attractive for long-term growth potential.
ADDRESS
Waddell & Reed Funds
P.O. Box 29217
Shawnee Mission, KS 66201-9217
USA
PHONE
1-913-236-2000