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Waddell & Reed Advisor New Concepts Fund Class Y (UNEYX)

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Waddell & Reed New Concepts Y historical data, for real-time data please try another search
12.75 +0.19    +1.51%
23/02 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 572.61M
Waddell & Reed New Concepts Y 12.75 +0.19 +1.51%

UNEYX Overview

 
Find basic information about the Waddell & Reed Advisor New Concepts Fund Class Y mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add UNEYX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change0%
Prev. Close12.75
Risk Rating
TTM Yield0%
ROE18.36%
IssuerN/A
Turnover9%
ROA7.45%
Inception Date34948
Total Assets572.61M
Expenses1.07%
Min. InvestmentN/A
Market Cap11.86B
CategoryMid - Cap Growth
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Waddell & Reed Advisor New Concepts Fund Class Y Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1063 1112 1310 1386 1823 2910
Fund Return 6.35% 11.19% 31.03% 11.48% 12.76% 11.27%
Place in category 131 70 122 349 337 40
% in Category 20 11 19 63 69 12

Top Funds for Mid-Cap Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 15.47B -0.94 12.51 11.67
  Vanguard Mid-Cap Growth Index Admir 12.48B -1.77 8.87 9.64
  T. Rowe Price Mid-Cap Growth I 11.2B -7.61 5.27 -
  T. Rowe Price Mid-Cap Growth 10.76B -7.65 5.13 8.73
  Janus Enterprise I 8.61B -5.25 8.08 11.03

Top Holdings

Name ISIN Weight % Last Change %
Fastenal Co - 3.66 - -
Intuitive Surgical Inc - 3.12 - -
CoStar Group Inc - 2.96 - -
Polaris Industries Inc - 2.94 - -
Zoetis Inc - 2.94 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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