Waddell & Reed Advisor Core Investment Fund

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

U.S. News evaluated 464 Large Growth 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 27.80 percent over the past year, 16.29 percent over the past three years, 20.33 percent over the past five years, and 10.43 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.6%
1 Year 27.8%
3 Years (Annualized) 16.3%
5 Years (Annualized) 20.3%
10 Years (Annualized) 10.4%

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Summary

The investment seeks to provide capital growth and appreciation. The fund normally invests at least 80% of its net assets in equity securities, primarily in common stocks of large capitalization companies that Waddell & Reed Investment Management Company (WRIMCO), its investment manager, believes have dominant market positions in their industries. Large capitalization companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. The fund may invest in securities issued by companies of any size.

Fees

Fees are Average compared to funds in the same category.
Waddell & Reed Advisor Core Investment Fund has an expense ratio of 0.80 percent.

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Risk

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

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