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UNASX Waddell & Reed Asset Strategy A

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Fund UNASX Waddell & Reed Asset Strategy A
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Annual Fees
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.17% annual return
Est. savings over 30 yrs
As of 9/30/16
1 YR RETURN 1.64%
3 YR -1.89%
5 YR 6.37%
10 YR 6.09%
The investment seeks to provide total return. The fund seeks to achieve its objective by allocating its assets primarily among stocks, bonds and short-term instruments of issuers in markets around the globe, as well as in derivative instruments, precious metals and investments with exposure to various foreign currencies. It may invest its assets in any market that Waddell & Reed Investment Management Company (WRIMCO), the fund's investment manager, believes can offer a high probability of return or, alternatively, can provide a high degree of relative safety in uncertain times.

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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.

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