Waddell & Reed Science & Tech C
(WCSTX)
+0.07
+0.66%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 10.53 |
| Category | Technology |
| Net Assets | 15.30 Mil |
| Yield | 0.00% |
| Morningstar Risk | Low |
| Morningstar Return | Above Average |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks to provide growth of capital. The fund invests primarily at least 80% of net assets in securities of science or technology. It may also invest in companies that utilize science and/or technology as an agent of change to significantly enhance their business opportunities. The fund may invest in securities issued by companies of any size, and may invest without limitation in foreign securities, including securities of issuers within emerging markets. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 41.16% | 10.97% | -6.93% | 26.37% | 19.10% |
| Value ($) | 14,116.00 | 15,664.53 | 14,578.98 | 18,423.46 | 21,942.34 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Waddell & Reed |
| Fund Manager | Zachary Shafran |
| Tenure (Years) | 12 |
| Fund Status | Open |
| Minimum Initial Purchase | 500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 2.35% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 9.17% |
| 3 Months | 11.11% |
| 1 Year | 34.51% |
| 3 Years* | 15.98% |
| 5 Years* | 7.89% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| WCSTX | Technology | |
|---|---|---|
| 5-Yr Return | 7.89% | 5.61% |
| Sharpe Ratio | 0.79 | 0.50 |
| Net Assets | 15.30 Mil | 149.30 Mil |
| Avg Market Cap | 7.89 Bil | 23.63 Bil |
| Avg P/E | 22.93 | 18.69 |
| Portfolio Turnover | 42 | 106 |
| Symbol | Value ($) |
|---|---|
| Stocks | 94.44% |
| Cash | 0.26% |
| Fixed Income | 0.51% |
| Other | 4.78% |
| NAME | % NET ASSETS |
|---|---|
| Aspen Technology, Inc. | 6.92% |
| Micron Technology, Inc. | 5.87% |
| Cree, Inc. | 5.77% |
| Alliance Data Systems Corporation | 5.01% |
| Samsung Electronics Co Ltd | 4.25% |
| Tenet Healthcare Corp | 4.10% |
| ACI Worldwide, Inc. | 4.00% |
| Apple Inc | 3.72% |
| Google, Inc. Class A | 3.52% |
| Acxiom Corporation | 3.34% |
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