| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 11.25 | 0.08 (+0.72%) | 9.04 - 11.25 | 0.0 |
Market data as of 8:01PM 05/17/13. Quotes are delayed by at least 15 min.
The investment seeks growth of capital. The fund invests primarily in common stocks of mid cap companies that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes offer above-average growth potential. Mid cap companies typically are companies with market capitalizations within the range of companies in the Russell Midcap Growth Index at the time of acquisition.
| Total Return | 10.86% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.00% |
| Expense Ratio | 1.45% |
| Front Load | 5.75% |
| Deferred Load | None |
| Minimum Investment | $500.00 |
| Management Tenure | 12 Years |
| Fund Inception | 06/09/1983 |
| Timeframe | UNECX | S&P 500 | Mid-Cap Growth |
|---|---|---|---|
| 1 Month | -0.83% | 1.93% | 0.34% |
| 3 Month | 2.88% | 7.18% | 4.65% |
| Year-to-Date | 8.38% | 12.74% | 11.11% |
| 1 Year | 9.87% | 16.89% | 11.31% |
| 3 Year | 12.92% | 12.80% | 11.39% |
| 5 Year | 9.41% | 5.21% | 5.29% |
| 10 Year | 11.76% | 7.88% | 9.69% |
| Since Inception | 10.86% | 10.38% | -- |
| Basic Materials | 2.46% | |
|---|---|---|
| Consumer Cyclical | 20.19% | |
| Financial Services | 10.11% | |
| Real Estate | 1.23% | |
| Consumer Defensive | 4.70% | |
| Healthcare | 13.49% | |
| Utilities | 0.00% | |
| Communication Services | 0.00% | |
| Energy | 7.76% | |
| Industrials | 19.48% | |
| Technology | 20.58% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | 0.00 | 94.54 | 94.54 | ||
| Bond | 0.00 | 0.10 | 0.10 | ||
| Other | 0.08 | 3.00 | 2.93 | ||
| Foreign Stock | 0.00 | 2.43 | 2.43 | ||
| Foreign Bond | 0.00 | 0.00 | 0.00 | ||
| Total | 0.08 | 100.07 | 100.00 | ||
| Cash | 0.00 | 0.00 | 0.00 | ||
| Total Net Assets | $1.56B |
|---|---|
| Total Stock Holdings | 69 |
| Total Bond Holdings | 1 |
| Valuation | UNECX | Category Range |
|---|---|---|
| Price/Earnings | 25.37 | |
| Price/Book | 3.84 | |
| Price/Sales | 2.54 | |
| Price/Cash Flow | 10.60 | |
| Dividend Yield | 0.79 | |
| LT Earnings | 14.18 | |
| Historical Earnings | 20.13 | |
| Sales Growth | 10.55 | |
| Cash-Flow Growth | 10.45 | |
| Book-Value Growth | 11.26 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Avg |
| Pretax Return | 12.92% |
|---|---|
| Tax-adjusted Return | 9.05% |
| Tax Cost Ratio | 1.51% |
| Potential Cap Gains | 29.20% |
