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Mutual Fund Insights: Waddell & Reed International Gr A Fund (UNCGX)

In-depth Analysis of Waddell & Reed International Gr A Fund (UNCGX)

Mutual fund chart: Waddell & Reed International Gr A Fund (UNCGX)

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See Waddell & Reed International Gr A Fund (UNCGX) performance details as of January 31, 2010

  

    Last Trade: $8.44 on 3/12/2010, Change: +0.03 (0.36%)

  

Fund ManagerFund Manager - Chace Brundige

Fund Manager Tenure: 1.2 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Brundige joined WRIMCO in 1996 as an equity investment analyst. In 1999 he left to join TCW/WestBridge Ventures LLC as a vice president and limited partner. From 2001 through August 2003, Mr. Brundige was employed by Citadel Investment Group. In 2003, he rejoined WRIMCO as an assistant portfolio manager for the Large Cap Growth equity team. He is Vice President of WRIMCO and IICO, and Vice President of the Fund. Brundige holds the Chartered Financial Analyst designation.  Get more insights on Chace Brundige

  

What we like about Waddell & Reed International Gr A Fund (UNCGX) What we like about Waddell & Reed International Gr A Fund (UNCGX)

Data for Waddell & Reed International Gr A Fund (UNCGX) as of January 31, 2010

  • Waddell & Reed International Gr A Fund (UNCGX) has good mid-term performance (3-year return -4.43% vs -6.77% Foreign Large Growth category average)
  • Waddell & Reed International Gr A Fund (UNCGX) has good Long-term performance (5-year return 5.04% vs 3.70% Foreign Large Growth category average)
  • Waddell & Reed International Gr A Fund (UNCGX) ratio of up-years vs down years is greater than 2
  • Waddell & Reed International Gr A Fund (UNCGX) has an annual stock turnover rate of 85.00% vs Foreign Large Growth average of 101.40%. It is good that Waddell & Reed International Gr A management does not trade extensively for its return.
  • Waddell & Reed International Gr A Fund (UNCGX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.1, lower than category average of 25.69

  

What we are cautious about Waddell & Reed International Gr A Fund (UNCGX) What we are cautious about Waddell & Reed International Gr A Fund (UNCGX)

Data for Waddell & Reed International Gr A Fund (UNCGX) as of January 31, 2010

  • Waddell & Reed International Gr A Fund (UNCGX) management has been with Waddell & Reed International Gr A Fund for only 1.2 years, it is hard to judge manager's ability based on this fund's operation record
  • Waddell & Reed International Gr A Fund (UNCGX) has a less-than-ideal short-term performance (1-year return 32.35% vs 43.91% Foreign Large Growth category average)
  • Waddell & Reed International Gr A Fund (UNCGX) has a Morningstar rating of 3 and below
  • Waddell & Reed International Gr A Fund (UNCGX) has a higher management fee of 1.59% than its Foreign Large Growth average of 1.53%
  • Waddell & Reed International Gr A Fund (UNCGX) carries a 5.75% load
See Waddell & Reed International Gr A Fund (UNCGX) performance details as of January 31, 2010

  

  

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Waddell & Reed International Gr A Fund (UNCGX) Net Asset

Track net asset change of Waddell & Reed International Gr A fund (UNCGX)

DateNet Asset
01/2010$488.64M
11/2009$504.04M
10/2009$488.29M
More historic net asset information on Waddell & Reed International Gr A Fund (UNCGX)

  

Waddell & Reed International Gr A Fund (UNCGX) Portfolio Allocation

Track portfolio allocation change of Waddell & Reed International Gr A fund (UNCGX)

DateCashStockBondOther
09/20091.81%96.72%0%1.47%
06/20095.15%94.84%0%0%
03/200919.87%160.26%0%0%
Click here to see more historic asset allocation information on Waddell & Reed International Gr A Fund (UNCGX)

  

Most Recent Top 10 Holdings in Waddell & Reed International Gr A Fund (UNCGX)

Discover what Waddell & Reed International Gr A Fund (UNCGX) manager is buying

30-Sep-09
NESTLE N ORD [3.42%]
DOLLAR GENERAL CORP [3.4%]
BRITISH AMERICAN TOBACCO PLC [3.09%]
BARCLAYS PLC [2.54%]
Roche Holding AG [2.53%]
Reckitt Benck Grp [2.49%]
Vodafone Group PLC [2.37%]
MS DW BIOTECH BOXES [2.3%]
PRUDENTIAL FINCL INC [2.07%]
ENERSIS S A [2.05%]

30-Jun-09
NESTLE N ORD [3.51%]
TOTAL SA [3.31%]
BRITISH AMERICAN TOBACCO PLC [3.15%]
VINCI SA [2.87%]
Roche Holding AG [2.47%]
Shoppers Drug Mart [2.39%]
Vodafone Group PLC [2.36%]
Reckitt Benck Grp [2.32%]
Tencent Holdings Ltd. [2.18%]
IND COMM BK CHN 144A [2.14%]

31-Mar-09
Roche Holding AG [4.29%]
NESTLE N ORD [3.76%]
TOTAL SA [3.62%]
BRITISH AMERICAN TOBACCO PLC [3.16%]
VINCI SA [2.84%]
Nintendo [2.68%]
Vodafone Group PLC [2.55%]
Zurich Financial Services [2.4%]
E.ON AG [2.32%]
Reckitt Benck Grp [2.29%]
Click here for Stock Holding Change Map in Waddell & Reed International Gr A Fund (UNCGX)

  

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