4 / 5 Stars
5 5 5 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#167 in Large Growth
U.S. News evaluated 465 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 23.28 percent over the past year, 14.02 percent over the past three years, 21.86 percent over the past five years, and 9.79 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.0%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||21.9%|
|10 Years (Annualized)||9.8%|
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 are Average compared to funds in the same category.
Waddell & Reed Advisor Core Investment Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.