4 / 5 Stars
5 4 4 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 51 Technology 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 50.72 percent over the past year, 20.83 percent over the past three years, 26.66 percent over the past five years, and 12.51 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.2%|
|3 Years (Annualized)||20.8%|
|5 Years (Annualized)||26.7%|
|10 Years (Annualized)||12.5%|
The investment seeks to provide growth of capital. The fund invests at least 80% of its net assets in securities of science or technology companies. 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 are Low compared to funds in the same category.
Waddell & Reed Advisor Science And Technology Fund has an expense ratio of 2.31 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.