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Waddell & Reed InvestEd Balanced Portfolio

WBLAX:US
NASDAQ GM
11.88
USD
0.00
0.00%
As of 9:29 AM EDT 7/24/2017
Fund Type
Fund of Funds
52Wk Range
10.55 - 11.89
1 Yr Return
10.86%
YTD Return
10.41%
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11.88
52Wk Range
10.55 - 11.89
1 Yr Return
10.58%
YTD Return
10.41%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 07/24/2017)
11.88
Total Assets (m USD) (on 05/31/2017)
177.400
Inception Date
10/01/2001
Last Dividend (on 12/13/2016)
0.0976
Dividend Indicated Gross Yield
0.82%
Fund Managers
HENRY JOHN HERRMANN / MATT HEKMAN
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.00%
Expense Ratio
0.25%
Profile
Waddell & Reed InvestEd Balanced Portfolio is an open-end fund incorporated in the USA. The Portfolio's objective is capital growth and income. The Portfolio invests in a combination of long-term, growth-oriented Waddell & Reed Advisors equity mutual funds and Waddell & Reed Advisors bond and income-producing mutual funds.
Address
Waddell & Reed Invest Mgmt Co
6300 Lamar Avenue
Overland Park, KS 66202
Phone
1-913-236-2000