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WACYX Waddell & Reed Continental Inc Y

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Fund WACYX Waddell & Reed Continental Inc Y PRWCX T. Rowe Price Capital Appreciation  
Similarity
?
100% 90%
Annual Fees
?
$88.57
(0.85% Exp. Ratio)
$72.94
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$26,628.75 $27,864.21
Est. savings over 30 yrs +$1,235.46
Return
As of 10/31/16
1 YR RETURN -1.29%
3 YR 4.02%
5 YR 8.52%
10 YR 6.85%
1 YR RETURN 5.42%
3 YR 9.29%
5 YR 12.32%
10 YR 8.12%
Description
The investment seeks to provide total return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing primarily in a mix of stocks, debt securities and short-term instruments, depending on market conditions. Regarding its equity investments, the fund invests primarily in medium to large, well-established companies, most of which pay a regular dividend. The fund has no limitations on the range of maturities of the debt securities in which it may invest, or on the size of companies in which it may invest.
The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in convertible securities, corporate and government debt (including mortgage- and asset-backed securities), and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders) in keeping with the fund's objective. It may also invest up to 25% of its total assets in foreign securities.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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