Waddell & Reed Advisor Small Cap Fund

Scorecard
4 / 5 Stars
Lipper
4 4 2 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

According to its prospectus: “Waddell & Reed Advisors Small Cap Fund seeks to achieve its objective by investing, under normal market conditions, at least 80 percent of its net assets in common stocks of small-cap domestic and, to a lesser extent, foreign companies. Small-cap companies typically are companies with market capitalizations below $3.5 billion.”

Asset Allocation

% Long % Net
Cash 0.0 0.0
Stocks 94.31 94.31
Bonds 0.09 0.09
Other 3.12 3.12
Foreign Bonds 0.0 0.0
Foreign Stocks 2.48 2.48
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
SVB Financial Group SIVB 12.29 3.21
Ultimate Software Group Inc ULTI -6.4 2.59
Westinghouse Air Brake Technologies Corp WAB 11.12 2.57
Matrix Service Co MTRX 34.1 2.39
Demandware Inc DWRE 9.53 2.38
DexCom Inc DXCM 12.06 2.33
Cepheid CPHD 5.76 2.29
Portfolio Recovery Associates Inc PRAA 14.14 2.25
Bank of the Ozarks Inc OZRK 19.97 2.23
Vail Resorts Inc MTN 5.06 2.2