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Waddell & Reed Advisors Tax-Managed Equity Fund

WTEAX:US
NASDAQ GM
17.52
USD
0.01
0.06%
As of 9:29 AM EDT 7/29/2016
Fund Type
Open-End Fund
52Wk Range
14.79 - 17.93
1 Yr Return
-1.89%
YTD Return
1.15%
Previous Close
17.51
52Wk Range
14.79 - 17.93
1 Yr Return
-1.89%
YTD Return
1.15%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 07/29/2016)
17.52
Total Assets (m USD) (on 04/29/2016)
384.300
Inception Date
03/31/2000
Last Dividend (on 12/10/2015)
0.234
Dividend Indicated Gross Yield
-
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
1.06%

Top Fund Holdings

Name Position Value % of Fund
26.38 k 18.88 m 4.86
186.60 k 14.82 m 3.81
57.52 k 13.29 m 3.42
114.00 k 13.03 m 3.35
69.66 k 12.82 m 3.30
134.05 k 12.82 m 3.30
121.50 k 11.64 m 3.00
15.54 k 10.93 m 2.81
48.40 k 10.26 m 2.64
136.88 k 10.15 m 2.61
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