| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
3
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 8.16 | 1.3 | 6.87 |
| Stocks | 62.62 | 0.0 | 62.62 |
| Bonds | 1.6 | 0.0 | 1.6 |
| Other | 1.53 | 0.01 | 1.52 |
| Foreign Bonds | 2.57 | 0.0 | 2.57 |
| Foreign Stocks | 24.68 | 0.0 | 24.68 |
| Convertible | 0.15 | 0.0 | 0.15 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Waddell & Reed Vanguard Y | 29.34 |
| Waddell & Reed International Gr Y | 24.76 |
| Waddell & Reed Small Cap Y | 20.88 |
| Waddell & Reed New Concepts Y | 15.41 |
| Waddell & Reed Global Bond Y | 4.74 |
| Toyota Mtr Cr FRN | 0.28 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | WAGRX |
|---|---|
| AAA | 16.3 |
| AA | 2.43 |
| A | 6.57 |
| BBB | 37.89 |
| BB | 19.23 |
| B | 11.0 |
| Below B | 0.74 |
| Other | 5.84 |
