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Waddell & Reed Accumulative A (UNACX) Fund Ranking and Research

Ranking, Research and Recommendation of Waddell & Reed Accumulative A (UNACX) Fund

    Last Trade: $9.85 on 8/21/2017, Change: -0.01 (-0.1%)

 

Graph of Waddell & Reed Accumulative A Fund (UNACX) ManagerFund Manager - Barry M. Ogden

Fund Manager Information

Fund Manager Tenure: 13.4 years
Fund Family: Waddell & Reed
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Ogden is a vice president and portfolio manager for Waddell & Reed Ivy Investment Company and Waddell & Reed Investment Management Company. He joined Waddell & Reed in July 1994 as an investment analyst. He was named assistant portfolio manager in January 1999. He was appointed portfolio manager in January 2002. Prior to joining Waddell & Reed, Ogden was affiliated with Arthur Andersen & Company as a senior accountant and business advisor. He is the Chartered Financial Analyst designation.  Get more insights on Barry M. Ogden

 

Graph of Waddell & Reed Accumulative A Fund (UNACX) ProfileWaddell & Reed Accumulative A Fund (UNACX) Profile

Fund Profile and Description

Waddell & Reed Accumulative A Fund seeks capital growth, with current income as a secondary objective. Waddell & Reed Accumulative A Fund invests primarily in common stocks of companies that investment manager considers to be high in quality and attractive in their long-term investment potential. Although it typically invests in large cap companies (typically, companies with capitalizations of at least $10 billion), it may invest in companies of any size, and of any industry. Waddell & Reed Accumulative A Fund may emphasize a blend of value and growth potential in selecting stocks.

 

Waddell & Reed Accumulative A (UNACX) Fund Strength What we like about Waddell & Reed Accumulative A (UNACX) Fund

Data for Waddell & Reed Accumulative A Fund (UNACX) as of May 30, 2016

  • Waddell & Reed Accumulative A Fund (UNACX) management has been with Waddell & Reed Accumulative A Fund for 13.4 years
  • Waddell & Reed Accumulative A Fund (UNACX) has good mid-term performance (3-year return 11.45% vs 10.74% Large Growth category median performance)
  • Waddell & Reed Accumulative A Fund (UNACX) ratio of up-years vs down years is greater than 2
  • Waddell & Reed Accumulative A Fund (UNACX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.93, lower than category average of 12.75
  • Waddell & Reed Accumulative A Fund (UNACX) has a lower expense ratio than its Large Growth average: 1.06% vs 1.17%

Waddell & Reed Accumulative A Fund (UNACX) Weakness What we are cautious about Waddell & Reed Accumulative A (UNACX) Fund

Data for Waddell & Reed Accumulative A Fund (UNACX) as of May 30, 2016

  • Waddell & Reed Accumulative A Fund (UNACX) has a less-than-ideal short-term performance (1-year return -2.72% vs -1.74% Large Growth category median performance)
  • Waddell & Reed Accumulative A Fund (UNACX) has a less-than-ideal Long-term performance (5-year return 10.08% vs 10.14% Large Growth category median performance)
  • Waddell & Reed Accumulative A Fund (UNACX) has a Morningstar rating of 3 and below
  • Waddell & Reed Accumulative A Fund (UNACX) has an annual stock turnover rate of 113.00% that is higher than the Large Growth average of 50.46%. This could mean Waddell & Reed Accumulative A is more nimble, but also signal potential high tax impact and high trading fees
  • Waddell & Reed Accumulative A Fund (UNACX) carries a 5.75% load
See Waddell & Reed Accumulative A Fund (UNACX) performance details as of May 30, 2016

 

What do you think?

 

Compare Waddell & Reed Accumulative A Fund (UNACX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Waddell & Reed Accumulative A0.11-2.7211.4510.08
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Waddell & Reed Accumulative A Fund (UNACX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Waddell & Reed Accumulative A Fund (UNACX) Net Asset TrackingWaddell & Reed Accumulative A (UNACX) Fund Net Asset

Track net asset change of Waddell & Reed Accumulative A fund (UNACX)

DateNet Asset
05/2016$1.43B
03/2016$1.35B
02/2016$1.37B
More historic net asset information on Waddell & Reed Accumulative A Fund (UNACX)

  

Graph of Waddell & Reed Accumulative A Fund (UNACX) Portfolio TrackingWaddell & Reed Accumulative A (UNACX) Fund Portfolio Allocation

Track portfolio allocation change of Waddell & Reed Accumulative A fund (UNACX)

DateCashStockBondOther
03/20160%94.29%0.1%5.61%
12/20150%95.11%0.18%4.71%
09/20154.77%95.2%0.04%0%
Click here to see more historic asset allocation information on Waddell & Reed Accumulative A Fund (UNACX)

 

graph of Waddell & Reed Accumulative A Fund (UNACX) Top 10 Position TrackingTop 10 Holdings in Waddell & Reed Accumulative A (UNACX) Fund

Discover what Waddell & Reed Accumulative A Fund (UNACX) manager is buying

Mar 30, 2016
Apple Inc. [3.51%]
Microsoft Corporation [2.9%]
Facebook, Inc. [2.16%]
Allergan plc Ordinary Shares [1.97%]
Exxon Mobil Corporation Common [1.76%]
Walt Disney Company (The) Commo [1.74%]
Shire PLC ADR [1.69%]
General Electric Company Common [1.65%]
Home Depot, Inc. (The) Common S [1.59%]

Dec 30, 2015
Apple Inc. [3.67%]
Microsoft Corporation [2.9%]
Allergan plc Ordinary Shares [2.18%]
Shire PLC ADR [2.14%]
Teva Pharmaceutical Industries [2.13%]
Home Depot, Inc. (The) Common S [1.71%]
Wells Fargo & Company Common St [1.71%]
Costco Wholesale Corporation [1.69%]
Facebook, Inc. [1.68%]
General Electric Company Common [1.65%]

Sep 29, 2015
Apple Inc. [4.99%]
Starbucks Corporation [2.7%]
Microsoft Corporation [2.42%]
Allergan plc Ordinary Shares [2.38%]
Walt Disney Company (The) Commo [2.05%]
Wells Fargo & Company Common St [1.84%]
JP Morgan Chase & Co. Common St [1.8%]
Costco Wholesale Corporation [1.79%]
Shire PLC ADR [1.72%]
Click here for Stock Holding Change Map in Waddell & Reed Accumulative A Fund (UNACX)

  

Latest News on Waddell & Reed Accumulative A (UNACX) Fund

See what is happening with Waddell & Reed Accumulative A Fund (UNACX)

 

Waddell & Reed Accumulative A Fund (UNACX) Related ResourcesSee more information on Waddell & Reed Accumulative A (UNACX) Fund

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