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Mutual Fund Insights: Waddell & Reed Accumulative Y Fund (WAAYX)

In-depth Analysis of Waddell & Reed Accumulative Y Fund (WAAYX)

Mutual fund chart: Waddell & Reed Accumulative Y Fund (WAAYX)

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See Waddell & Reed Accumulative Y Fund (WAAYX) performance details as of January 31, 2010

  

    Last Trade: $6.75 on 3/19/2010, Change: -0.04 (-0.59%)
Experiment our closing price forecasting tool for Waddell & Reed Accumulative Y Fund (WAAYX) (alpha release)

  

Fund Manager - Barry M. Ogden

Fund Manager Tenure: 6.0 years   [Similar Funds: WAABX  WAACX ]
Fundmojo Fund Grade: C (Score: 0.52)     (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

  

What we like about Waddell & Reed Accumulative Y Fund (WAAYX) What we like about Waddell & Reed Accumulative Y Fund (WAAYX)

Data for Waddell & Reed Accumulative Y Fund (WAAYX) as of January 31, 2010

  • Waddell & Reed Accumulative Y Fund (WAAYX) management has been with Waddell & Reed Accumulative Y Fund for 6.0 years
  • Waddell & Reed Accumulative Y Fund (WAAYX) has good Long-term performance (5-year return 1.23% vs 0.87% Large Growth category average)
  • Waddell & Reed Accumulative Y Fund (WAAYX) ratio of up-years vs down years is greater than 2
  • Waddell & Reed Accumulative Y Fund (WAAYX) has an annual stock turnover rate of 64.00% vs Large Growth average of 109.93%. It is good that Waddell & Reed Accumulative Y management does not trade extensively for its return.
  • Waddell & Reed Accumulative Y Fund (WAAYX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.6, lower than category average of 21.28
  • Waddell & Reed Accumulative Y Fund (WAAYX) has a lower management fee than its Large Growth average: 0.97% vs 1.33%
  • Waddell & Reed Accumulative Y Fund (WAAYX) 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 Accumulative Y Fund (WAAYX) What we are cautious about Waddell & Reed Accumulative Y Fund (WAAYX)

Data for Waddell & Reed Accumulative Y Fund (WAAYX) as of January 31, 2010

  • Waddell & Reed Accumulative Y Fund is a focused fund with 30.44% 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 Accumulative Y Fund (WAAYX) has a less-than-ideal short-term performance (1-year return 30.33% vs 35.76% Large Growth category average)
  • Waddell & Reed Accumulative Y Fund (WAAYX) has a less-than-ideal mid-term performance (3-year return -6.09% vs -5.20% Large Growth category average)
  • Waddell & Reed Accumulative Y Fund (WAAYX) has a Morningstar rating of 3 and below
  • Waddell & Reed Accumulative Y Fund (WAAYX) is less safe compared to its Large Growth peers
  • Waddell & Reed Accumulative Y Fund (WAAYX) does not have a good risk adjusted return as its 3-year Alpha of 1.34 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.3
See Waddell & Reed Accumulative Y Fund (WAAYX) performance details as of January 31, 2010

  

  

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Waddell & Reed Accumulative Y Fund (WAAYX) Net Asset

Track net asset change of Waddell & Reed Accumulative Y fund (WAAYX)

DateNet Asset
01/2010$3.65M
11/2009$3.68M
10/2009$3.52M
More historic net asset information on Waddell & Reed Accumulative Y Fund (WAAYX)

  

Waddell & Reed Accumulative Y Fund (WAAYX) Portfolio Allocation

Track portfolio allocation change of Waddell & Reed Accumulative Y fund (WAAYX)

DateCashStockBondOther
09/20092.84%97.16%0%0%
06/20099.19%90.81%0%0%
03/200920.03%82.95%0%0%
Click here to see more historic asset allocation information on Waddell & Reed Accumulative Y Fund (WAAYX)

  

Most Recent Top 10 Holdings in Waddell & Reed Accumulative Y Fund (WAAYX)

Discover what Waddell & Reed Accumulative Y Fund (WAAYX) manager is buying

30-Sep-09
Microsoft Corporation [4.15%]
Costco Wholesale Corporation [3.72%]
HEWLETT PACKARD CO [3.46%]
MCDONALDS CP [2.83%]
Gilead Sciences, Inc. [2.7%]
UNION PACIFIC [2.56%]
SCHLUMBERGER LTD [2.54%]
EXXON MOBIL CP [2.4%]
VISA INC. [2.24%]
GEN DYNAMICS CP [2.19%]

30-Jun-09
Microsoft Corporation [4.72%]
HEWLETT PACKARD CO [3.31%]
MCDONALDS CP [3.2%]
UNION PACIFIC [3.09%]
Costco Wholesale Corporation [3.06%]
EXXON MOBIL CP [2.93%]
Gilead Sciences, Inc. [2.75%]
GEN DYNAMICS CP [2.42%]
SCHLUMBERGER LTD [2.34%]
ROCKWELL COLLINS INC [2.2%]

31-Mar-09
Microsoft Corporation [4.2%]
HEWLETT PACKARD CO [3.58%]
EXXON MOBIL CP [3.28%]
GEN DYNAMICS CP [2.92%]
MCDONALDS CP [2.84%]
UNION PACIFIC [2.81%]
Costco Wholesale Corporation [2.7%]
SCHLUMBERGER LTD [2.54%]
Apple Inc. [2.53%]
MONSANTO COMPANY [2.48%]
Click here for Stock Holding Change Map in Waddell & Reed Accumulative Y Fund (WAAYX)

  

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