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Waddell & Reed InvestEd Conservative Portfolio

WICAX:US
NASDAQ GM
10.48
USD
0.04
0.38%
As of 9:29 AM EDT 5/19/2017
Fund Type
Fund of Funds
52Wk Range
9.83 - 10.51
1 Yr Return
6.08%
YTD Return
3.15%
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Previous Close
10.44
52Wk Range
9.83 - 10.51
1 Yr Return
6.59%
YTD Return
3.15%
Fund Type
Fund of Funds
Objective
Market Neutral
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/19/2017)
10.48
Total Assets (m USD) (on 12/30/2016)
114.200
Inception Date
10/01/2001
Last Dividend (on 12/13/2016)
0.1333
Dividend Indicated Gross Yield
1.27%
Fund Managers
HENRY JOHN HERRMANN
Front Load Fee
4.25%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.00%
Expense Ratio
0.25%

Top Fund Holdings

Name Position Value % of Fund
4.31 m 46.50 m 39.42
6.56 m 41.58 m 35.25
6.31 m 23.48 m 19.91
385.02 k 5.86 m 4.97
Profile
Waddell & Reed InvestEd Conservative Portfolio is an open-end fund incorporated in the USA. The Portfolio's objective is capital preservation. The Portfolio invests primarily in Waddell & Reed Advisors income-producing mutual funds and invests in Waddell & Reed Advisors equity mutual funds. Each underlying fund invests in a diversified portfolio of securities.
Address
Waddell & Reed Funds
P.O. Box 29217
Shawnee Mission, KS 66201-9217
USA
Phone
1-913-236-2000