Statements (56)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
|
| gptkbp:distribution |
dividends and capital gains
|
| gptkbp:financial_performance |
rated by Morningstar
|
| gptkbp:financial_support |
Waddell & Reed Funds
|
| gptkbp:focus_area |
U. S. markets
|
| gptkbp:fund_availability |
available in various platforms
|
| gptkbp:fund_name |
gptkb:Waddell_&_Reed_Growth_Fund
|
| gptkbp:fund_objective_change |
may change with notice
|
| gptkbp:fund_performance_metrics |
tracked by various financial services
|
| gptkbp:fund_website |
www.waddell.com
|
| gptkbp:funding |
over $1 billion
0.90% equity fund equities and cash |
| gptkbp:funds |
may close to new investors
|
| gptkbp:has_diversity_initiatives |
diversified portfolio
|
| gptkbp:historical_returns |
available in prospectus
|
| https://www.w3.org/2000/01/rdf-schema#label |
Waddell & Reed Growth Fund
|
| gptkbp:inception |
December 31, 1990
|
| gptkbp:investment |
growth
fundamental analysis long-term capital appreciation voting rights annual meeting $1,000 online account access market risk 5 years or more capital growth |
| gptkbp:investment_focus |
growth-oriented companies
|
| gptkbp:investment_limitations |
subject to prospectus guidelines
|
| gptkbp:investment_strategy |
growth investing
|
| gptkbp:is_funded_by |
subject to market conditions
actively managed monthly distributions multiple portfolio managers |
| gptkbp:managed_by |
Waddell & Reed Financial, Inc.
|
| gptkbp:market |
daily liquidity
|
| gptkbp:mentor |
available through financial advisors
Waddell & Reed Investment Management, LLC regularly reviewed by management |
| gptkbp:performance |
gptkb:S&_P_500_Index
compared to peers varies by share class available on fund's website |
| gptkbp:portfolio_company |
large-cap stocks
|
| gptkbp:redemption_fees |
may apply
|
| gptkbp:regulatory_body |
gptkb:Securities_and_Exchange_Commission_(SEC)
|
| gptkbp:risk_management |
medium to high
|
| gptkbp:shareholder_communications |
quarterly reports
|
| gptkbp:shares |
Class A shares
Class C shares Class I shares |
| gptkbp:type_of |
taxable distributions
|
| gptkbp:bfsParent |
gptkb:Waddell_&_Reed
|
| gptkbp:bfsLayer |
7
|