| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
3
3
1
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
U.S. News evaluated 54 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 33.71 percent over the past year, 17.05 percent over the past three years, 7.91 percent over the past five years, and 11.68 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 18.8% |
| 1 Year | 33.7% |
| 3 Years (Annualized) | 17.1% |
| 5 Years (Annualized) | 7.9% |
| 10 Years (Annualized) | 11.7% |
Summary
The investment seeks to provide growth of capital. The fund invests primarily at least 80% of net assets in securities of science or technology. It may also invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. The fund may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets.
Fees
Fees are High compared to funds in the same category.
Waddell & Reed Advisor Science And Technology Fund has an expense ratio of 2.56 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
