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Waddell & Reed Advisors Global Growth Fund Class A (UNCGX)

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Waddell & Reed Global Growth A historical data, for real-time data please try another search
13.57 +0.21    +1.57%
23/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 402.08M
Waddell & Reed Global Growth A 13.57 +0.21 +1.57%

UNCGX Overview

 
On this page you'll find an in-depth profile of Waddell & Reed Advisors Global Growth Fund Class A. Learn about the key management, total assets, investment strategy and contact information of UNCGX among other information.
Category

World Stock

Total Assets

402.08M

Expenses

1.38%

Inception Date

25722

Contact Information

Address 6300 Lamar Ave
Overland Park,KS 66202
United States
Phone +1 8889233355

Top Executives

Name Title Since Until
Sarah C. Ross Senior Vice President 2014 2018
Biography Ms. Ross is Vice President of WRIMCO and IICO, Vice President of the Trust, and Vice President of and portfolio manager for other investment companies for which WRIMCO or IICO serves as investment manager. She joined WRIMCO in October 2003 as an investment analyst, with industry responsibilities concentrated in biotechnology, healthcare equipment and supplies, pharmaceuticals, and life sciences tools and services. Ms. Ross became an assistant portfolio manager with the large cap growth equity team in February 2006 and has served as portfolio manager for investment companies managed by WRIMCO and IICO since January 2009. She holds a BS degree in business administration and a BA degree in French from John M. Olin School of Business, Washington University, St. Louis, Missouri, and also studied global finance, French society, international marketing and corporate law at Ecole Europeene Des Affaires A Paris, Paris, France. Ms. Ross is a Chartered Financial Analyst, a member of the CFA Institute and a member of the St. Louis Society of Financial Analysts
F. Chace Brundige Senior Vice President 2009 2014
Biography F. Chace Brundige is a Senior Vice President of Ivy Investment Management Company. Brundige joined WRIMCO in 1996 as an equity investment analyst. In 1999 he left to join TCW/WestBridge Ventures LLC as a vice president and limited partner. From 2001 through August 2003, Mr. Brundige was employed by Citadel Investment Group. In 2003, he rejoined WRIMCO as an assistant portfolio manager for the Large Cap Growth equity team. He is Vice President of WRIMCO and IICO. Brundige holds the Chartered Financial Analyst designation.
Thomas A. Mengel Senior Vice President 1996 2009
Biography Mr. Mengel is senior vice president of Waddell & Reed Investment Management Co (WRIMCO) and Ivy Investment Management Co (IICO). Mr. Mengel has been a portfolio manager for, and employee of, WRIMCO since May 1996, other than a leave from December 31, 2008 through June 30, 2009. He is a graduate of the University of Berlin with a degree in Business, Finance and Economics.
Henry J. Herrmann Director 1996 1996
Biography Herrmann is director of Waddell & Reed, Inc, his employer since 1971.
Mark L. Yockey Managing Director 1990 1996
Biography Mark L. Yockey, CFA, is a managing director of Artisan Partners and a portfolio manager on the Global Equity team. In this role, he is a portfolio manager for the Artisan Non-U.S. Growth, Non-U.S. Small-Cap Growth and Global Equity Strategies. Prior to joining Artisan Partners in December 1995, Mr. Yockey was the portfolio manager of the United International Growth Fund and vice president of Waddell & Reed from January 1990 through December 1995. Before assuming responsibility for the United International Growth Fund, Mr. Yockey was an analyst for Waddell & Reed from 1986 through 1989, specializing in the worldwide health care industry and international special situations. Earlier in his career, he was a health care analyst for the State of Michigan Retirement Fund for five years. Mr. Yockey holds a bachelor’s degree and a master’s degree in finance from Michigan State University. He completed one year of undergraduate work at the Université d’Aix-en-Provence in France. He also worked for the French bank, La Société Générale. He is fluent in French.
Shreekant Panday - 1981 1990
Henry J. Herrmann Director 1980 1985
Biography Herrmann is director of Waddell & Reed, Inc, his employer since 1971.
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