Waddell & Reed Science & Tech A
(UNSCX)
US Markets Closed
AdChoices
15.70
+0.08
+0.51%
:

Previous Close

15.62

Net Assets

3.56B

Yield

0.00%

Front load

5.75

Expenses

1.26%

Category

Technology

Morningstar Risk

Below Average

Morningstar Rating ★★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • UNSCX

  • Category

    • 2013

    • 57.00%

    • -

    • 2012

    • 27.68%

    • -

    • 2011

    • -6.16%

    • -

    • 2010

    • 12.16%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 13.20%

      • 20.09%

      • 10.88%

      • Q2

      • 7.45%

      • -2.34%

      • -3.99%

      • Q3

      • 13.36%

      • 7.56%

      • -16.55%

      • Q4

      • 13.86%

      • 1.21%

      • 5.64%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Micron Technology Inc

        • 9.45

        • 11,312,000

        • -2,099,700

        • Aspen Technology Inc

        • 5.14

        • 4,373,078

        • 0

        • Alliance Data Systems Corp

        • 4.91

        • 688,850

        • 0

        • Cree Inc

        • 4.07

        • 3,218,123

        • 0

        • Vertex Pharmaceuticals Inc

        • 3.37

        • 1,404,100

        • 0

        • Euronet Worldwide Inc

        • 3.11

        • 2,544,350

        • 0

        • Igate Corp

        • 2.77

        • 3,003,000

        • 0

        • Pentair PLC

        • 2.68

        • 1,465,200

        • 0

        • Facebook Inc Class A

        • 2.54

        • 1,488,300

        • -311,500

        • ACI Worldwide Inc

        • 2.53

        • 1,787,374

        • 0

        • Name

        • Rating

        • YTD Return %

          • Waddell & Reed Science & Tech A

          • ★★★★★
          • -2.18

          • Ivy Science & Technology C

          • ★★★★★
          • -1.07

          • Nationwide Ziegler NYSEArcaTech100 I Svc

          • ★★★★★
          • 7.18

          • Fidelity® Select Software & Comp Port

          • ★★★★★
          • 0.26

          • USAA Science & Technology Adviser

          • ★★★★★
          • 11.41

          • Ivy Science & Technology A

          • ★★★★★
          • -0.54

          • T. Rowe Price Global Technology

          • ★★★★★
          • 19.17

          • Ivy Science & Technology A Load Waived

          • ★★★★★
          • -0.54

          • Waddell & Reed Science & Tech A LW

          • ★★★★★
          • -2.18

          • Ivy Science & Technology Y

          • ★★★★★
          • -0.49

          • Name

          • UNSCX

          • Category

            • Expense Ratio

            • 1.26%

            • 1.55%

            • Net Assets

            • 3.56B

            • 202.49M

            • Dividend Yield

            • 0.67%

            • 1.50

            • Price/Book

            • 3.42

            • 3.42

            • Price/Sales

            • 2.00

            • 2.51

            • Price/Cash Flow

            • 10.14

            • 11.69

            Profile

            Name of Issuer

            Waddell & Reed

            Fund Style

            Open

            Fund Manager

            Zachary Shafran

            Investment Style

            Medium Growth

            The investment seeks to provide growth of capital. The fund invests at least 80% of its net assets in securities of science or technology companies. 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.

            Purchase Information

            Initial Purchase 750
            Initial Purchase: IRA 500
            Initial Purchase: AIP 150
            Front load 5.75
            Back Load 5.75

            Inception

            5/16/1950