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Fund Intelligence | Best Managers | WACYX Insights | WACYX Score | WACYX Performance | WACYX Manager | WACYX News | WACYX Allocation | WACYX Holdings Change

Mutual Fund Insights: Waddell & Reed Continental Inc Y Fund (WACYX)

In-depth Analysis of Waddell & Reed Continental Inc Y Fund (WACYX)

Mutual fund chart: Waddell & Reed Continental Inc Y Fund (WACYX)

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See Waddell & Reed Continental Inc Y Fund (WACYX) performance details as of January 31, 2010

  

    Last Trade: $7.84 on 3/19/2010, Change: -0.04 (-0.51%)
Experiment our closing price forecasting tool for Waddell & Reed Continental Inc Y Fund (WACYX) (alpha release)

  

Fund Manager - Cynthia P. Prince-Fox

Fund Manager Tenure: 17.1 years   [Similar Funds: WACBX  WACCX ]
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Prince-Fox has held her fund responsibilities since January 1993. She is senior vice president of WRIMCO and IICO, vice president of other investment companies for which WRIMCO and IICO serve as investment manager. As well, she is chief investment officer of Austin, Calvert & Flavin, Inc., an affiliate of WRIMCO. From February 2002 to November 2004, she served as Co-Chief Investment Officer for Austin, Calvert & Flavin, Inc.  Get more insights on Cynthia P. Prince-Fox

  

What we like about Waddell & Reed Continental Inc Y Fund (WACYX) What we like about Waddell & Reed Continental Inc Y Fund (WACYX)

Data for Waddell & Reed Continental Inc Y Fund (WACYX) as of January 31, 2010

  • Waddell & Reed Continental Inc Y Fund (WACYX) management has been with Waddell & Reed Continental Inc Y Fund for 17.1 years
  • Waddell & Reed Continental Inc Y Fund (WACYX) has good mid-term performance (3-year return 0.43% vs -2.95% Moderate Allocation category average)
  • Waddell & Reed Continental Inc Y Fund (WACYX) has good Long-term performance (5-year return 3.87% vs 1.92% Moderate Allocation category average)
  • Waddell & Reed Continental Inc Y Fund (WACYX) ratio of up-years vs down years is greater than 2
  • Waddell & Reed Continental Inc Y Fund (WACYX) has a Morningstar rating of 4 and above
  • Waddell & Reed Continental Inc Y Fund (WACYX) has an annual stock turnover rate of 31.00% vs Moderate Allocation average of 87.10%. It is good that Waddell & Reed Continental Inc Y management does not trade extensively for its return.
  • Waddell & Reed Continental Inc Y Fund (WACYX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.85, lower than category average of 14.84
  • Waddell & Reed Continental Inc Y Fund (WACYX) has a lower management fee than its Moderate Allocation average: 0.95% vs 1.02%
  • Waddell & Reed Continental Inc Y Fund (WACYX) 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 Continental Inc Y Fund (WACYX) What we are cautious about Waddell & Reed Continental Inc Y Fund (WACYX)

Data for Waddell & Reed Continental Inc Y Fund (WACYX) as of January 31, 2010

  • Waddell & Reed Continental Inc Y Fund (WACYX) has a less-than-ideal short-term performance (1-year return 17.54% vs 27.80% Moderate Allocation category average)
See Waddell & Reed Continental Inc Y Fund (WACYX) performance details as of January 31, 2010

  

  

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Waddell & Reed Continental Inc Y Fund (WACYX) Net Asset

Track net asset change of Waddell & Reed Continental Inc Y fund (WACYX)

DateNet Asset
01/2010$4.63M
11/2009$4.72M
10/2009$4.51M
More historic net asset information on Waddell & Reed Continental Inc Y Fund (WACYX)

  

Waddell & Reed Continental Inc Y Fund (WACYX) Portfolio Allocation

Track portfolio allocation change of Waddell & Reed Continental Inc Y fund (WACYX)

DateCashStockBondOther
09/20097.9%73.15%18.65%0.3%
06/20095.52%72.95%19.84%1.68%
03/200914.3%58.02%29.28%0.7%
Click here to see more historic asset allocation information on Waddell & Reed Continental Inc Y Fund (WACYX)

  

Most Recent Top 10 Holdings in Waddell & Reed Continental Inc Y Fund (WACYX)

Discover what Waddell & Reed Continental Inc Y Fund (WACYX) manager is buying

30-Sep-09
JP MORGAN CHASE CO [2.94%]
Apple Inc. [2.89%]
HEWLETT PACKARD CO [2.72%]
US Treasury Note 4.25% [2.68%]
Cisco Systems, Inc. [2.6%]
COLGATE PALMOLIVE [2.36%]
Gilead Sciences, Inc. [2.04%]
Microchip Technology Incorporat [2.03%]
EMERSON ELEC CO [1.95%]
QUALCOMM Incorporated [1.9%]

30-Jun-09
US Treasury Note 4.25% [2.83%]
JP MORGAN CHASE CO [2.46%]
HEWLETT PACKARD CO [2.39%]
Apple Inc. [2.38%]
QUALCOMM Incorporated [2.38%]
COLGATE PALMOLIVE [2.35%]
Gilead Sciences, Inc. [2.2%]
US Treasury Note 4.25% [1.9%]
US Treasury Bond 7.25% [1.88%]
Microchip Technology Incorporat [1.86%]

31-Mar-09
US Treasury Note 4.25% [5.27%]
US Treasury Note 4.25% [3.5%]
US Treasury Bond 7.25% [3.46%]
US Treasury Note 4.25% [3.26%]
EXXON MOBIL CP [2.49%]
COLGATE PALMOLIVE [2.47%]
Gilead Sciences, Inc. [2.36%]
JOHNSON AND JOHNS DC [2.23%]
Northern Trust Corporation [2.16%]
ABBOTT LABORATORIES [2.1%]
Click here for Stock Holding Change Map in Waddell & Reed Continental Inc Y Fund (WACYX)

  

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Latest News on Waddell & Reed Continental Inc Y (WACYX)

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