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Mutual Fund Insights: Waddell & Reed Science & Tech Y Fund (USTFX)

In-depth Analysis of Waddell & Reed Science & Tech Y Fund (USTFX)

Mutual fund chart: Waddell & Reed Science & Tech Y Fund (USTFX)

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See Waddell & Reed Science & Tech Y Fund (USTFX) performance details as of January 31, 2010

  

    Last Trade: $10.30 on 3/17/2010, Change: +0.06 (0.59%)

  

Fund Manager - Zachary H. Shafran

Fund Manager Tenure: 9.1 years   [Similar Funds: USTBX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.87)     (What does this score mean?)
Shafran is senior vice president of IICO and WRIMCO, vice president of Ivy Funds, Inc. and vice president of other investment companies for which WRIMCO serves as investment manager. Shafran has served as a portfolio manager for investment companies managed by WRIMCO since January 1996. He served as an investment analyst with WRIMCO and its predecessor from June 1990 to January 1996.  Get more insights on Zachary H. Shafran

  

What we like about Waddell & Reed Science & Tech Y Fund (USTFX) What we like about Waddell & Reed Science & Tech Y Fund (USTFX)

Data for Waddell & Reed Science & Tech Y Fund (USTFX) as of January 31, 2010

  • Waddell & Reed Science & Tech Y Fund (USTFX) management has been with Waddell & Reed Science & Tech Y Fund for 9.1 years
  • Waddell & Reed Science & Tech Y Fund (USTFX) has good mid-term performance (3-year return 3.23% vs -2.32% Technology category average)
  • Waddell & Reed Science & Tech Y Fund (USTFX) has good Long-term performance (5-year return 7.86% vs 2.84% Technology category average)
  • Waddell & Reed Science & Tech Y Fund (USTFX) ratio of up-years vs down years is greater than 2
  • Waddell & Reed Science & Tech Y Fund (USTFX) has a Morningstar rating of 4 and above
  • Waddell & Reed Science & Tech Y Fund (USTFX) has an annual stock turnover rate of 51.00% vs Technology average of 177.35%. It is good that Waddell & Reed Science & Tech Y management does not trade extensively for its return.
  • Waddell & Reed Science & Tech Y Fund (USTFX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.09, lower than category average of 26.09
  • Waddell & Reed Science & Tech Y Fund (USTFX) has a lower management fee than its Technology average: 1.03% vs 1.83%
  • Waddell & Reed Science & Tech Y Fund (USTFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Waddell & Reed Science & Tech Y Fund (USTFX) What we are cautious about Waddell & Reed Science & Tech Y Fund (USTFX)

Data for Waddell & Reed Science & Tech Y Fund (USTFX) as of January 31, 2010

  • Waddell & Reed Science & Tech Y Fund is a focused fund with 41.38% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Waddell & Reed Science & Tech Y Fund (USTFX) has a less-than-ideal short-term performance (1-year return 39.69% vs 53.49% Technology category average)
See Waddell & Reed Science & Tech Y Fund (USTFX) performance details as of January 31, 2010

  

  

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Waddell & Reed Science & Tech Y Fund (USTFX) Net Asset

Track net asset change of Waddell & Reed Science & Tech Y fund (USTFX)

DateNet Asset
01/2010$67.21M
11/2009$66.81M
10/2009$64.18M
More historic net asset information on Waddell & Reed Science & Tech Y Fund (USTFX)

  

Waddell & Reed Science & Tech Y Fund (USTFX) Portfolio Allocation

Track portfolio allocation change of Waddell & Reed Science & Tech Y fund (USTFX)

DateCashStockBondOther
09/20095.34%92.53%1.19%0.94%
06/200913.41%82.61%0%3.98%
03/20097.59%101.1%0.59%0%
Click here to see more historic asset allocation information on Waddell & Reed Science & Tech Y Fund (USTFX)

  

Most Recent Top 10 Holdings in Waddell & Reed Science & Tech Y Fund (USTFX)

Discover what Waddell & Reed Science & Tech Y Fund (USTFX) manager is buying

30-Sep-09
Microsoft Corporation [4.67%]
Cree, Inc. [4.34%]
ALLIANCE DATA SYS CP [4.31%]
Aspen Technology, Inc. [4.09%]
Research In Motion Limited [3.76%]
BUNGE LTD [3.67%]
ARCHER DANIELS MDLND [3.4%]
ESCO TECH INC [3.35%]
Genzyme Corporation [3.23%]
Samsung Electronics [3.2%]

30-Jun-09
ESCO TECH INC [4.34%]
NOBLE ENERGY INC [4.32%]
Research in Motion Limited [4.28%]
Cree, Inc. [4.07%]
BUNGE LTD [3.92%]
Aspen Technology, Inc. [3.82%]
ARCHER DANIELS MDLND [3.56%]
ALLIANCE DATA SYS CP [3.28%]
Genzyme Corporation [2.93%]
Microsoft Corporation [2.91%]

31-Mar-09
Cree, Inc. [6.24%]
NOBLE ENERGY INC [4.54%]
Cerner Corporation [4.38%]
ESCO TECH INC [4.32%]
ACI Worldwide, Inc. [4.27%]
ARCHER DANIELS MDLND [4.25%]
BUNGE LTD [4.24%]
Aspen Technology, Inc. [3.61%]
Genzyme Corporation [3.6%]
Research in Motion, Ltd. [3.45%]
Click here for Stock Holding Change Map in Waddell & Reed Science & Tech Y Fund (USTFX)

  

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