Waddell & Reed Advisor Government Securities Fund

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

#58 in Intermediate-Term Government

U.S. News evaluated 75 Intermediate Government 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 1.31 percent over the past year, 1.65 percent over the past three years, 2.45 percent over the past five years, and 3.42 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.3%
1 Year 1.3%
3 Years (Annualized) 1.6%
5 Years (Annualized) 2.5%
10 Years (Annualized) 3.4%

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Summary

The investment seeks to provide current income consistent with preservation of capital. The fund seeks to achieve its objective by investing exclusively in a diversified portfolio of U.S. government securities. It may invest in mortgage-backed securities issued by U.S. government-sponsored entities or agencies or instrumentalities of U.S. government agencies. The fund has no limitations on the range of maturities of the debt securities in which it may invest.

Fees

Fees are Low compared to funds in the same category.
Waddell & Reed Advisor Government Securities Fund has an expense ratio of 1.00 percent.

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Risk

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

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