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Waddell & Reed Advisors Tax-Managed Equity Fund

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WTEAX:US
NASDAQ GM
19.38
USD
0.14
0.73%
As of 20:00:00 ET on 07/30/2015.
Fund Type
Open-End Fund
52Wk Range
15.79 - 19.52
1 Yr Return
15.59%
YTD Return
11.38%
Open
19.38
Day Range
19.38 - 19.38
Previous Close
19.24
52Wk Range
15.79 - 19.52
1 Yr Return
15.59%
YTD Return
11.38%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/29/2015)
19.38
Total Assets (m USD) (on 08/31/2012)
214.862
Inception Date
03/31/2000
Last Dividend (on 12/11/2014)
0.0036
Dividend Indicated Gross Yield
0.02%
Fund Managers
SARAH C ROSS / BRADLEY M KLAPMEYER
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.65%
Expense Ratio
1.08%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 122.65 k 15.26 m 4.33
Allergan plc 46.74 k 13.91 m 3.95
L Brands Inc 134.30 k 12.66 m 3.60
Amazon.com Inc 31.28 k 11.64 m 3.30
Visa Inc 154.80 k 10.13 m 2.87
salesforce.com inc 146.10 k 9.76 m 2.77
Shire PLC 40.40 k 9.67 m 2.74
Verisk Analytics Inc 134.70 k 9.62 m 2.73
MasterCard Inc 109.20 k 9.43 m 2.68
Adobe Systems Inc 125.00 k 9.24 m 2.62
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