3 / 5 Stars
2 2 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 Large Value 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 20.76 percent over the past year, 13.47 percent over the past three years, 17.03 percent over the past five years, and 6.53 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||6.5%|
The investment seeks to provide capital appreciation. The fund seeks to achieve its objective by investing in the common stocks of primarily large capitalization companies that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes are undervalued, trading at a significant discount relative to the intrinsic value of the company as estimated by WRIMCO and/or are out of favor in the financial markets but have a favorable outlook for capital appreciation. Although the fund primarily invests in securities issued by large capitalization companies, it may invest in securities issued by companies of any size.
Fees are Low compared to funds in the same category.
Waddell & Reed Advisor Value Fund has an expense ratio of 2.23 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.