Waddell & Reed Advisor Small Cap Fund

Scorecard
4 / 5 Stars
Lipper
3 3 3 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C+ (Hold)

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 97.23 97.23
Bonds 0.35 0.35
Other 0.79 0.79
Foreign Bonds 0.0 0.0
Foreign Stocks 1.63 1.63
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Ultimate Software Group, Inc. ULTI 6.52 2.91
Demandware Inc DWRE 15.36 2.88
SVB Financial Group SIVB 16.87 2.76
Westinghouse Air Brake Technologies Corp WAB 6.29 2.48
Affiliated Managers Group Inc AMG -13.55 2.46
Vail Resorts, Inc. MTN -8.19 2.39
Portfolio Recovery Associates, Inc. PRAA 1.42 2.21
Jack Henry & Associates, Inc JKHY -2.28 2.11
Cepheid CPHD 13.41 2.09
DexCom, Inc. DXCM 27.31 2.07