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Waddell & Reed Advisors Tax-Managed Equity Fund

WBTMX:US
NASDAQ GM
15.62
USD
0.02
0.13%
As of 9:29 AM EDT 4/26/2017
Fund Type
Open-End Fund
52Wk Range
13.20 - 15.68
1 Yr Return
13.61%
YTD Return
11.97%
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Previous Close
15.64
52Wk Range
13.20 - 15.68
1 Yr Return
13.33%
YTD Return
11.97%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 04/26/2017)
15.62
Total Assets (m USD) (on 12/30/2016)
361.300
Inception Date
03/31/2000
Last Dividend (on 12/08/2016)
0.4225
Dividend Indicated Gross Yield
-
Fund Managers
SARAH C ROSS / BRADLEY M KLAPMEYER
Front Load Fee
0.00%
Back Load Fee
5.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.65%
Expense Ratio
2.11%

Top Fund Holdings

Name Position Value % of Fund
271.10 k 16.85 m 4.67
19.43 k 15.40 m 4.27
20.08 k 15.06 m 4.17
209.90 k 14.37 m 3.98
114.55 k 13.27 m 3.67
237.30 k 12.84 m 3.55
111.20 k 12.79 m 3.54
122.40 k 12.60 m 3.49
70.24 k 11.97 m 3.31
139.18 k 10.86 m 3.01
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