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Waddell & Reed Advisors Wilshire Global Allocation Fund

WCASX:US
NASDAQ GM
8.17
USD
0.02
0.25%
As of 9:29 AM EDT 6/23/2017
Fund Type
Fund of Funds
52Wk Range
7.42 - 8.20
1 Yr Return
9.22%
YTD Return
8.07%
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Previous Close
8.15
52Wk Range
7.42 - 8.20
1 Yr Return
6.94%
YTD Return
8.07%
Fund Type
Fund of Funds
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 06/23/2017)
8.17
Total Assets (b USD) (on 12/30/2016)
1.900
Inception Date
10/05/1999
Last Dividend (on 06/16/2016)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
1.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.07%
Expense Ratio
2.01%

Top Fund Holdings

Name Position Value % of Fund
527.50 k 46.34 m 2.59
439.50 k 39.91 m 2.23
594.87 k 39.18 m 2.19
644.85 k 38.58 m 2.16
325.60 k 36.76 m 2.06
1.13 m 34.85 m 1.95
705.20 k 34.70 m 1.94
257.69 k 33.53 m 1.88
935.90 k 32.02 m 1.79
5.69 m 31.40 m 1.76
Profile
Waddell & Reed Advisors Wilshire Global Allocation Fund is an open-end fund incorporated in the USA. The Fund seeks total return over the long term by allocating its assets among a diverse group of affiliated equity and fixed income mutual funds.
Address
Waddell & Reed Invest Mgmt Co
6300 Lamar Avenue
Overland Park, KS 66202
Phone
1-913-236-2000