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Waddell & Reed Value B (WVABX)

14.74 Up 0.05(0.34%) 22 May

Prev Close:14.69
YTD Return*:7.62%
Net Assets*:581.71M
Yield*:0.11%

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WVABX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM5.1111.92
COF3.77-10.37
C3.646.47
T3.478.16
ACE3.387.36
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:581.71M
Category:Large Value
Total Expense Ratio:2.60%
Fund Profile | Holdings

Performance & Risk

YTD Return:7.62%
5y Avg Return:2.97%
Rank in Category (ytd):27
% Rank in Category (ytd):2.12%
Beta (3y):1.09
Morningstar Risk Rating:3
Performance Details | Risk Details

Fund Summary

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. View More
Fund Profile
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