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Waddell & Reed Advisor New Concepts Fund Class A (UNECX)

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Waddell & Reed New Concepts A historical data, for real-time data please try another search

11.16 +0.17 +1.55%

23/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.19B

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UNECX Overview

On this page you'll find an in-depth profile of Waddell & Reed Advisor New Concepts Fund Class A. Learn about the key management, total assets, investment strategy and contact information of UNECX among other information.

Contact Information

Address 6300 Lamar Ave
Overland Park,KS 66202
United States

Phone +1 8889233355

Web www.waddell.com

Top Executives

Name	Title	Since	Until
Nathan A. Brown	Investment Analyst	2016	2018
Biography	Nathan Brown is co-portfolio manager of the mid cap growth product suite of mutual funds and institutional accounts. He has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. He had been assistant portfolio manager of Ivy Mid Cap Growth Fund and Ivy VIP Mid Cap Growth since 2011. He was named co-portfolio manager of the mid cap growth product suite in 2016. Mr. Brown joined the organization in 2003 as an equity investment analyst. He was appointed assistant vice president in 2010 and vice president in 2014. He was appointed senior vice president in 2018. Prior to joining the firm, Mr. Brown interned with Morgan Keegan. From 1999 to 2001 he completed five rotations at General Electric-Aircraft Engine’s financial management program. In 1999 he was a securities analyst for Krause Fund, where his responsibilities were concentrated in the utilities sector. Mr. Brown graduated with honors from the University of Iowa, Henry B. Tippie School of Business in 1999 with a BBA in Finance. He earned an MBA with an emphasis in Finance and Accounting from Vanderbilt University, Owen Graduate School of Management in 2003. Mr. Brown is a CFA charterholder. He is a member of the CFA Institute and the CFA Society of Kansas City.
Kimberly A. Scott	Senior Vice President	2001	2018
Biography	Kim Scott is co-portfolio manager of the mid cap growth product suite of mutual funds and institutional accounts. She has been portfolio manager of Ivy Mid Cap Growth Fund since 2001 and of Ivy VIP Mid Cap Growth since 2005. She has been co-portfolio manager of Ivy Mid Cap Income Opportunities Fund since 2014. She assumed co-portfolio manager responsibilities for the mid cap growth product suite in 2016. Ms. Scott joined the organization in 1999 as an equity investment analyst. She was appointed assistant vice president in 2000. She was appointed vice president in 2001 and senior vice president in 2004. Prior to joining the firm, Ms. Scott served in various levels of research positions throughout her career affiliated with the following companies: Bartlett & Company, NBD Bank, Johnson Investment Counsel, Inc. and the University of Cincinnati Medical Center. Her primary responsibilities included fundamental analysis of companies and equities for mutual funds, separate accounts, and personal trusts. Through this experience, Ms. Scott provided sector coverage for consumer non-durables, technology, retail, food and beverage, and tobacco. Ms. Scott graduated from the University of Kansas in 1982 with a BS in Microbiology. She earned an MBA in Finance from the University of Cincinnati in 1987. Ms. Scott is a CFA charterholder. She is a member of the CFA Institute and the CFA Society of Kansas City.
Zachary H. Shafran	Senior Vice President	1999	2001
Biography	Mr. Shafran is Senior Vice President of IICO and WRIMCO, Vice President of the Trust and Vice President of and portfolio manager for other investment companies for which IICO or WRIMCO serve as investment manager. Mr. Shafran has served as a portfolio manager for investment companies managed by WRIMCO or IICO since January 1996. He served as an investment analyst with WRIMCO and its predecessor from June 1990 to January 1996. Mr. Shafran earned a Bachelor of Business Administration and an MBA from the University of Missouri at Kansas City.
Mark G. Seferovich	Senior Vice President	1989	1999
Biography	Seferovich joined Waddell & Reed Investment Management Company in February 1989 and is currently senior vice president and equity portfolio manager. He is also a member of the company's common stock policy committee. Previously, he worked for Security Management Company as a portfolio manager. Prior to that, he served as a security analyst and portfolio manager with Reimer & Koger Associates from 1974 to 1981. Seferovich holds the Chartered Financial Analyst designation.
Henry J. Herrmann	Director	1983	1989
Biography	Herrmann is director of Waddell & Reed, Inc, his employer since 1971.

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