3 / 5 Stars
3 3 4 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#169 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.78 percent over the past year, 13.61 percent over the past three years, 17.62 percent over the past five years, and 7.29 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||17.6%|
|10 Years (Annualized)||7.3%|
The investment seeks to provide growth of capital. The fund seeks to achieve its objective by investing primarily in a diversified portfolio of common stocks issued by large capitalization, growth-oriented companies with above-average levels of profitability and that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes have the ability to sustain growth over the long term. Large capitalization companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. Growth-oriented companies are those whose earnings WRIMCO believes are likely to grow faster than the economy.
Fees are Average compared to funds in the same category.
Waddell & Reed Advisor Vanguard Fund has an expense ratio of 1.21 percent.
Risk is Average compared to funds in the same category according to Morningstar.