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Waddell & Reed Advs Wilshire Glb Allc Y

WYASX
8.65
+0.02
+0.23%
5/24/2017
5 Years
  • Previous Close

    8.63

  • Net Assets

    650.39M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    0.83%

  • Category

    World Allocation

  • Morningstar Risk

    High

  • Morningstar Rating ★★★
Profile

Name of Issuer

Waddell & Reed

Fund Style

Open

Fund Manager

Nathan Palmer

Investment Style

Large Blend

The investment seeks to provide total return. The fund is a fund-of-funds that seeks to achieve its objective primarily by allocating its assets among a diverse group of affiliated equity and fixed income mutual funds. It invests primarily in mutual funds that are series of either the Waddell & Reed Advisors Funds or the Ivy Funds. Each underlying affiliated fund, in turn, invests in a diversified portfolio of securities from one or more of the following asset classes: domestic equity securities, foreign equity securities and bonds issued by domestic and foreign corporations and governments.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

9/28/1995

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