Breaking News

Waddell & Reed Advisor Small Cap Fund Class A (UNSAX)

US Funds

Add to/Remove from a Portfolio Add to Watchlist

Waddell & Reed Small Cap A historical data, for real-time data please try another search

16.39 +0.18 +1.11%

23/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 663.54M

General
Chart
- Streaming charts
- Interactive Chart
News & Analysis
- Analysis & Comment
Technical
- Technical Analysis
Forum

UNSAX Overview

On this page you'll find an in-depth profile of Waddell & Reed Advisor Small Cap Fund Class A. Learn about the key management, total assets, investment strategy and contact information of UNSAX 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
Bradley P. Halverson	Equity Analyst	2016	2018
Biography	Brad Halverson is co-portfolio manager of the small cap growth product suite of mutual funds and institutional accounts. He was named co-portfolio manager of the product suite in 2016. Mr. Halverson joined the organization in 2008 as an equity investment analyst on the Small Cap Growth team. He was appointed assistant vice president in 2013 and vice president in 2015. He was named assistant portfolio manager of small cap growth institutional accounts, serving in the role from 2014 to 2016. He was appointed senior vice president in 2018. Prior to joining the firm, Mr. Halverson was associated with Northpointe Capital as an equity analyst responsible for researching growth stocks across micro, small, and mid cap portfolios. From 2002 to 2004 he was an associate in health care investment banking for A.G. Edwards & Sons, Inc. He was affiliated with PricewaterhouseCoopers, LLP in positions of increasing responsibility from 1995 through 2000, culminating as a manager in business advisory services. Mr. Halverson graduated from Brigham Young University in 1995 with a BS and MS in Accounting. He earned an MBA with an emphasis in Finance and Corporate Strategy from the University of Michigan in 2002. Mr. Halverson is a CFA charterholder. He is a member of the CFA Institute. He is a former Certified Public Accountant (CPA).
Kenneth G. McQuade	Portfolio Manager	2016	2018
Biography	Kenneth G. McQuade was named co portfolio manager of the small cap growth product suit in 2016. He was sole portfolio manager of Ivy VIP Small Growth from 2016 to 2016. Mr. McQuade joined Waddell & Reed in 1997 as an investment analyst. He was an assistant portfolio manager of separately managed small cap accounts from August 2003 until March 2010. Mr. McQuade is Senior Vice President of WRIMCO and IICO and Vice President of the Trust. He earned a BS degree in finance from Bradley University.
Timothy J. Miller	Senior Vice President	2010	2018
Biography	Mr. Miller joined Ivy Investment Management Company and Waddell & Reed Investment Management Company in 2008 and has served as the portfolio manager for investment companies managed by WRIMCO or IICO since March 2008. He is Senior Vice President of WRIMCO and IICO. Previous serving as the primary portfolio manager of the Invesco from December 1993 through mid-2004, as the Chief Investment Officer of Invesco Funds Group, Inc. from July 2000 until July 2003, and as the Chief Investment Officer of the Denver Investment Center of Invesco North America from July 2003 until 2004.
Gilbert C. Scott	Senior Vice President	2003	2010
Biography	Gilbert C. Scott, A Senior Vice President and Portfolio Manager for Waddell & Reed, Mr. Scott is responsible for the day-to-day management of a portion of the Small Cap Growth Equity Fund. Mr. Scott is lead portfolio manager of small cap growth institutional accounts for Waddell & Reed. He joined Waddell & Reed in 1997 as an investment analyst. Prior to joining Waddell & Reed, Mr. Scott was affiliated with Hallmark Cards as a project manager in Strategy/Marketing Finance. Gil earned a BBA, Finance from the University of Massachusetts and an MBA from the University of Texas.
Grant P. Sarris	Portfolio Manager	1999	2003
Biography	Mr. Sarris, CFA, joined Chiron as Portfolio Manager in 2015. Previously, Mr. Sarris served as a portfolio manager at Kornitzer Capital Management from 2003--2013. From 2013-2015, Mr.Sarris managed his personal portfolio. Mr. Sarris has been an investment professional since 1991. Prior to joining KCM, he was a senior vice president and portfolio manager with Waddell & Reed Investment Management Company. He holds an M.B.A. from the University of Minnesota and a B.A. from the University of Wisconsin.
Mark G. Seferovich	Senior Vice President	1999	2002
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.

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:

Enrich the conversation
Stay focused and on track. Only post material that’s relevant to the topic being discussed.
Be respectful. Even negative opinions can be framed positively and diplomatically.
Use standard writing style. Include punctuation and upper and lower cases.
NOTE: Spam and/or promotional messages and links within a comment will be removed
Avoid profanity, slander or personal attacks directed at an author or another user.
Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

I have read and understood Investing.com Nigeria's comment guidelines and agree to the terms described.

I Agree

UNSAX Comments

Write your thoughts about Waddell & Reed Advisor Small Cap Fund Class A

Are you sure you want to delete this chart?

Delete Cancel

Post

Post also to:

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Follow this post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Unfollow this post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Save		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Saved. See <a href="/members-admin/saved-items" target="_blank">Saved Items</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>This comment has already been saved in your <a href="/members-admin/saved-items" target="_blank">Saved Items</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Report</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Just Now</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Author's response</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Share</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d72-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d72-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Reply</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="I agree"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="I disagree"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Are you sure you want to delete this chart?

Delete Cancel

Post

Replace the attached chart with a new chart ?

Replace Cancel

1000

Comment Guidelines

Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.

Please wait a minute before you try to comment again.

I feel that this comment is:

Spam

Offensive

Thank You!

Your report has been sent to our moderators for review

More Categories

1D1W1M6M1Y5YMax

NSE 30	5,288.95	+103.40	+1.99%
NSE All Share	144,071.77	+2808.71	+1.99%
US 30	44,244.5	+70.9	+0.16%
US 500	6,341.1	+11.2	+0.18%
FTSE 100	9,128.30	+59.72	+0.66%
DAX	23,757.69	+331.72	+1.42%
South Africa Top 40	91,801.90	+1661.35	+1.84%

Brent Oil	68.68	-0.99	-1.42%
Crude Oil WTI	66.26	+0.02	+0.03%
Gold	3,429.31	+0.86	+0.03%
Silver	37.433	-0.011	-0.03%
Copper	4.4665	+0.0112	+0.25%
London Cocoa	5,382.00	0.00	0.00%
London Wheat	174.60	+0.00	+0.00%

Nigeria 10Y	15.965	-0.054	-0.34%
Nigeria 2Y	16.479	0.000	0.00%
U.K. 10Y	4.5080	-0.0160	-0.35%
Germany 10Y	2.6282	-0.0488	-1.82%
U.S. 10Y	4.194	-0.016	-0.38%
U.S. 5Y	3.740	-0.002	-0.05%
U.S. 2Y	3.677	-0.004	-0.11%

Fidelitybk	21.200	0.000	0.00%
Zenith Bank	76.90	+0.40	+0.52%
UBA	48.90	-0.35	-0.71%
First HoldCo	33.60	+0.20	+0.60%
Guaranty Trust Holding	100.00	+0.50	+0.50%
Sterling Bank	6.750	+0.250	+3.85%
Dangote Cement	577.00	+48.70	+9.22%

Recent Quotes

Name	Price	Chg.	Chg. %
Waddell & Reed Sm.	16.39	+0.18	+1.11%
FUNDO DE INVESTIM.	12,438.833	-8.153	-0.07%
Popolare Gl Unit .	3.912	+0.023	+0.59%
Wells Fargo Premi.	14.81	-0.32	-2.12%
Columbia AMT-Free.	9.49	0.00	0%
Smt Cb Cqiscmbsam.	1,012.940	+0.000	+0.00%
Tata Liquid Fund .	0.022	0.000	0.00%
ATLCP	22.54	+0.17	+0.76%