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Waddell & Reed Advisors Tax-Managed Equity Fund

WCTMX:US
NASDAQ GM
16.12
USD
0.25
1.53%
As of 9:29 AM EDT 8/17/2017
Fund Type
Open-End Fund
52Wk Range
13.53 - 16.48
1 Yr Return
10.90%
YTD Return
15.39%
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Previous Close
16.37
52Wk Range
13.53 - 16.48
1 Yr Return
11.27%
YTD Return
15.39%
Fund Type
Open-End Fund
Objective
Growth Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 08/17/2017)
16.12
Total Assets (m USD) (on 05/31/2017)
400.900
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
1.00%
Redemption Fee
1.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.65%
Expense Ratio
1.94%

Top Fund Holdings

Name Position Value % of Fund
326.80 k 22.53 m 5.75
21.48 k 20.79 m 5.31
203.90 k 17.66 m 4.51
18.64 k 17.32 m 4.42
109.30 k 16.50 m 4.21
111.55 k 16.07 m 4.10
102.70 k 14.53 m 3.71
139.28 k 13.06 m 3.34
6.70 k 12.53 m 3.20
92.80 k 11.62 m 2.97
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 Invest Mgmt Co
6300 Lamar Avenue
Overland Park, KS 66202
Phone
1-913-236-2000