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Waddell & Reed Small Cap A (UNSAX)

16.65 Down 0.25(1.48%) 23 May

Prev Close:16.65
YTD Return*:7.85%
Net Assets*:746.78M
Yield*:N/A

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for UNSAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ULTI3.344.60
AMG3.2812.19
SIVB3.2319.10
PRAA3.0011.63
WAB2.9511.69
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:746.78M
Category:Small Growth
Annual Report Expense Ratio (net):1.54%
Fund Profile | Holdings

Performance & Risk

YTD Return:7.85%
5y Avg Return:10.73%
Rank in Category (ytd):23
% Rank in Category (ytd):3.09%
Beta (3y):1.21
Morningstar Risk Rating:2
Performance Details | Risk Details

Fund Summary

The investment seeks to provide growth of capital. The fund normally invests at least 80% of its net assets in common stocks of small cap companies. Small cap companies typically are companies with market capitalizations below $3.5 billion at the time of acquisition. Its investments in equity securities may include common stocks that are offered in initial public offerings (IPOs). View More
Fund Profile
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