Waddell & Reed Advisor Energy Fund

Scorecard
3 / 5 Stars
Lipper
2 4 1 1 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
E- (Sell)

U.S. News evaluated 48 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.65 percent over the past year, 1.64 percent over the past three years, and 17.19 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.6%
1 Year 18.7%
3 Years (Annualized) 1.6%
5 Years (Annualized) 17.2%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide capital growth and appreciation. The fund invests at least 80% of its net assets in securities of companies within the energy sector, which includes all aspects of the energy industry, such as exploration, discovery, production, distribution or infrastructure of energy and/or alternative energy sources. It may invest up to 100% of its total assets in foreign securities. The fund invests in a blend of value and growth companies domiciled throughout the world, including, potentially, companies domiciled or traded in emerging markets.

Fees

Fees are High compared to funds in the same category.
Waddell & Reed Advisor Energy Fund has an expense ratio of 2.52 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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