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Waddell & Reed Advisors Core Investment Fund

UNCMX:US
NASDAQ GM
6.35
USD
0.00
0.00%
As of 9:29 AM EDT 4/27/2017
Fund Type
Open-End Fund
52Wk Range
5.52 - 6.43
1 Yr Return
10.06%
YTD Return
5.48%
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Previous Close
6.35
52Wk Range
5.52 - 6.43
1 Yr Return
8.63%
YTD Return
5.48%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 04/27/2017)
6.35
Total Assets (b USD) (on 12/30/2016)
3.800
Inception Date
10/09/1940
Last Dividend (on 12/08/2016)
0.0044
Dividend Indicated Gross Yield
1.59%
Fund Managers
ERIK BECKER / GUS ZINN
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.70%
Expense Ratio
1.04%

Top Fund Holdings

Name Position Value % of Fund
2.65 m 143.40 m 3.75
768.10 k 130.87 m 3.42
2.37 m 130.39 m 3.41
1.49 m 128.79 m 3.37
1.21 m 125.24 m 3.27
153.40 k 121.56 m 3.18
2.87 m 121.27 m 3.17
890.90 k 121.07 m 3.17
1.37 m 119.21 m 3.12
1.91 m 118.38 m 3.10
Profile
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.
Address
Waddell & Reed Funds
P.O. Box 29217
Shawnee Mission, KS 66201-9217
USA
Phone
1-913-236-2000