Waddell & Reed Balanced Fund
GPTKB entity
Statements (16)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
|
| gptkbp:average_annual_return |
5.5% over 10 years
|
| gptkbp:funding |
$1.2 billion
0.85% balanced fund |
| https://www.w3.org/2000/01/rdf-schema#label |
Waddell & Reed Balanced Fund
|
| gptkbp:inception |
December 31, 1990
|
| gptkbp:investment |
long-term capital appreciation
$1,000 |
| gptkbp:investment_strategy |
diversified portfolio of stocks and bonds
|
| gptkbp:managed_by |
Waddell & Reed Financial, Inc.
|
| gptkbp:performance |
60% S& P 500, 40% Bloomberg Barclays U. S. Aggregate Bond Index
|
| gptkbp:portfolio_company |
30%
|
| gptkbp:shares |
Investor Class
|
| gptkbp:bfsParent |
gptkb:Waddell_&_Reed
|
| gptkbp:bfsLayer |
7
|