• 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

6.41 USD 0.09 1.42%

As of 09:29:30 ET on 04/16/2014.

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

Year To Date: -0.47% 3-Month: -0.16% 3-Year: +13.27% 52-Week Range: 5.16 - 6.68
1-Month: -1.23% 1-Year: +21.59% 5-Year: +18.52% Beta vs SPX: 1.07

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  • WCCIX:US 6.41
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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 2014-04-16) 6.41
Assets (M) (on 2012-08-31) 3,049.97
Fund Leveraged N
Minimum Investment 500.00
Minimum Subsequent Investment 0.00

Dividends for WCCIX

Dividend Type Omitted
Dividend Frequency Quarter
Last Dividend Net -
Dividend Yield (ttm) 16.16

Fees & Expenses for WCCIX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 0.64
Redemption Fee 1.00
12b1 Fee 1.00
Expense Ratio 2.07

Top Fund Holdings for WCCIX

Filing Date: 09/30/2013
Name Position Value % of Total
American International Group I 2,651,100 128,922,993 3.389%
Anheuser-Busch InBev NV 1,213,790 120,407,968 3.165%
Pentair Ltd 1,783,700 115,833,478 3.045%
Harley-Davidson Inc 1,799,325 115,588,638 3.039%
Cummins Inc 812,200 107,917,014 2.837%
Applied Materials Inc 6,143,795 107,762,164 2.833%
Pall Corp 1,393,600 107,362,944 2.822%
Twenty-First Century Fox Inc 3,172,200 105,951,480 2.785%
Union Pacific Corp 669,297 103,968,596 2.733%
Cisco Systems Inc 4,394,000 102,907,480 2.705%

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

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