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  • Fund Type: Open-End Fund
  • Objective: Growth Large Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Waddell & Reed Advisors Core Investment Fund

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WCCIX:US

6.32 USD 0.04 0.63%

As of 09:29:30 ET on 05/29/2015.

Snapshot for Waddell & Reed Advisors Core Investment Fund (WCCIX)

Year To Date: +2.27% 3-Month: -0.63% 3-Year: +17.33% 52-Week Range: 5.54 - 6.46
1-Month: +1.28% 1-Year: +7.76% 5-Year: +15.39% Beta vs SPX: 1.07

Mutual Fund Chart for WCCIX

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  • WCCIX:US 6.32
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Fund Profile & Information for WCCIX

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.

Inception Date: 10-04-1999 Telephone: 1-913-236-2000
Managers: ERIK BECKER / GUS ZINN
Web Site: www.waddell.com

Fundamentals for WCCIX

NAV (on 2015-05-29) 6.32
Assets (M) (on 2012-08-31) 3,049.97
Fund Leveraged N
Minimum Investment 750.00
Minimum Subsequent Investment 0.00

Dividends for WCCIX

Dividend Type Omitted
Dividend Frequency Quarter
Last Dividend Net -
Dividend Yield (ttm) 12.73

Fees & Expenses for WCCIX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 0.62
Redemption Fee 1.00
12b1 Fee 1.00
Expense Ratio 1.99

Top Fund Holdings for WCCIX

Filing Date: 03/31/2015
Name Position Value % of Total
Applied Materials Inc 8,279,595 186,787,663 4.143%
Citigroup Inc 3,617,300 186,363,296 4.134%
Teva Pharmaceutical Industries 2,393,600 149,121,280 3.308%
Actavis plc 482,300 143,542,126 3.184%
Medtronic PLC 1,770,800 138,104,692 3.063%
Shire PLC 570,300 136,467,087 3.027%
MasterCard Inc 1,472,100 127,174,719 2.821%
Dollar General Corp 1,564,700 117,947,086 2.616%
Bristol-Myers Squibb Co 1,813,600 116,977,200 2.595%
Humana Inc 647,300 115,232,346 2.556%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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