Waddell & Reed Science & Tech B
6300 Lamar Ave, P.O. Box 29217, Shawnee Mission, KS 66201, USA
Phone: 888-923-3355
| Category: | Technology | | Fund Family: | Waddell & Reed | | Net Assets: | 40.31M | | Year-to-Date Return: | 16.04% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-99 |
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Zachary H. Shafran
Lead Manager since
09-Feb-01 | | | Shafran is senior vice president of IICO and WRIMCO, vice president of Ivy Funds, Inc. and vice president of other investment companies for which WRIMCO serves as investment manager. Shafran has served as a portfolio manager for investment companies managed by WRIMCO since January 1996. He served as an investment analyst with WRIMCO and its predecessor from June 1990 to January 1996. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital growth. The fund invests primarily at least 80% of assets in securities of science or technology companies or companies benefited by the application of scientific or technological discoveries. Science and technology companies are companies whose products, processes or services. The fund may also invest in companies that utilize science and/or technology to improve their existing business even though the business is not within the science and technology industries. The fund may invest in companies of any size and may invest without limitation in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(11-Dec-08):
| 0.74 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 166.48% |
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| Expense | USTBX | Category
Avg | | Total Expense Ratio: | 2.38%
| 1.91% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,046 | $726 | | 5 Yr Expense Projection*: |
$1,376 | $1,127 | | 10 Yr Expense Projection*: |
$2,460 | $2,232 |
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0.07 (0.96%)
