| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 7.31 | 0.09 (+1.25%) | 5.92 - 7.31 | 0.0 |
Market data as of 8:01PM 05/17/13. Quotes are delayed by at least 15 min.
The investment seeks to provide capital growth and appreciation. The fund normally invests at least 80% of its net assets in equity securities, primarily in common stocks of large cap companies that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes have dominant market positions in their industries. Large cap companies typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It may invest in securities issued by companies of any size.
| Total Return | 10.80% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.40% |
| Expense Ratio | 1.15% |
| Front Load | 5.75% |
| Deferred Load | None |
| Minimum Investment | $500.00 |
| Management Tenure | 7 Years |
| Fund Inception | 10/09/1940 |
| Timeframe | UNCMX | S&P 500 | Large Growth |
|---|---|---|---|
| 1 Month | 1.16% | 1.93% | 1.25% |
| 3 Month | 5.61% | 7.18% | 5.16% |
| Year-to-Date | 10.30% | 12.74% | 10.16% |
| 1 Year | 14.74% | 16.89% | 10.56% |
| 3 Year | 13.08% | 12.80% | 10.86% |
| 5 Year | 6.19% | 5.21% | 4.47% |
| 10 Year | 9.09% | 7.88% | 7.60% |
| Since Inception | 10.80% | 10.38% | -- |
| Basic Materials | 7.85% | |
|---|---|---|
| Consumer Cyclical | 18.80% | |
| Financial Services | 15.11% | |
| Real Estate | 0.00% | |
| Consumer Defensive | 12.22% | |
| Healthcare | 6.85% | |
| Utilities | 0.00% | |
| Communication Services | 4.28% | |
| Energy | 6.95% | |
| Industrials | 17.93% | |
| Technology | 10.00% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 91.06 | 91.06 | ||
| Bond | -- | 0.06 | 0.06 | ||
| Other | -- | 0.00 | 0.00 | ||
| Foreign Stock | -- | 7.81 | 7.81 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 98.93 | 98.93 | ||
| Cash | -- | 1.08 | 1.08 | ||
| Total Net Assets | $3.42B |
|---|---|
| Total Stock Holdings | 49 |
| Total Bond Holdings | 1 |
| Valuation | UNCMX | Category Range |
|---|---|---|
| Price/Earnings | 18.56 | |
| Price/Book | 2.64 | |
| Price/Sales | 1.93 | |
| Price/Cash Flow | 13.83 | |
| Dividend Yield | 1.57 | |
| LT Earnings | 11.98 | |
| Historical Earnings | 24.1 | |
| Sales Growth | -12.62 | |
| Cash-Flow Growth | 8.51 | |
| Book-Value Growth | 7.87 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Avg |
| Pretax Return | 13.08% |
|---|---|
| Tax-adjusted Return | 10.11% |
| Tax Cost Ratio | 0.68% |
| Potential Cap Gains | 32.29% |
