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Waddell & Reed Advisors Tax-Managed Equity Fund

WCTMX:US
NASDAQ GM
14.80
USD
0.04
0.27%
As of 9:29 AM EDT 7/25/2016
Fund Type
Open-End Fund
52Wk Range
12.64 - 15.38
1 Yr Return
-2.20%
YTD Return
-0.13%
Previous Close
14.84
52Wk Range
12.64 - 15.38
1 Yr Return
-2.20%
YTD Return
-0.13%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 07/25/2016)
14.8
Total Assets (m USD) (on 04/29/2016)
384.300
Inception Date
03/31/2000
Last Dividend (on 12/10/2015)
0.097
Dividend Indicated Gross Yield
-
Fund Managers
SARAH C ROSS / BRADLEY M KLAPMEYER
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
1.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.65%
Expense Ratio
1.93%

Top Fund Holdings

Name Position Value % of Fund
29.18 k 17.32 m 4.53
58.94 k 15.80 m 4.13
132.05 k 14.39 m 3.77
118.60 k 13.53 m 3.54
17.74 k 13.53 m 3.54
179.10 k 13.22 m 3.46
76.66 k 13.18 m 3.45
116.60 k 10.94 m 2.86
121.80 k 10.26 m 2.69
131.28 k 10.04 m 2.63
Profile
Waddell & Reed Advisors Tax-Managed Equity Fund is an open-end fund incorporated in the USA. The Fund seeks long-term growth of capital while minimizing taxable gains and income to shareholders. The Fund invests in a U.S. 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