| | | Morningstar Overall Rating: |  | | Total Assets: | 57.96M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 6.71% | | 5y Avg Return: | 4.73% | | Rank in Category (ytd): | 600 | | % Rank in Category (ytd): | 93.9% | | Beta (3y): | 0.06 | | Morningstar Risk Rating: | Low |
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| The investment seeks capital preservation. The fund invests primarily in Waddell & Reed Advisors bond and income-producing mutual funds and invests, to a lesser extent, in Waddell & Reed Advisors equity mutual funds. The range of Portfolio net assets invested in bond or other income-producing funds will be from 100% to 60%; correspondingly, the range of Portfolio net assets invested in equity funds will be from 0% to 40%. | | | Fund Profile |
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