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Waddell & Reed Dividend Opps C (WDVCX) Fund Ranking and Research

Ranking, Research and Recommendation of Waddell & Reed Dividend Opps C (WDVCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Waddell & Reed Dividend Opps C Fund (WDVCX) ManagerFund Manager - Christopher J. Parker

Fund Manager Information

Fund Manager Tenure: 5.7 years
Similar Funds: WDVAX  WDVBX  WDVYX 
Fund Family: Waddell & Reed
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of Waddell & Reed Dividend Opps C Fund (WDVCX) ProfileWaddell & Reed Dividend Opps C Fund (WDVCX) Profile

Fund Profile and Description

Waddell & Reed Dividend Opps C Fund seeks to provide total return. Waddell & Reed Dividend Opps C Fund normally invests primarily in large cap, high-quality companies that are often market leaders in their industry, with established operating records that the investment manager believes may accelerate or grow their dividend payout ratio and that also demonstrate favorable prospects for total return. It invests at least 80% of net assets in dividend-paying equity securities. For this purpose, such securities consist primarily of dividend-paying common stocks. Although the fund invests primarily in large cap companies, it may invest in companies of any size.

 

Waddell & Reed Dividend Opps C (WDVCX) Fund Strength What we like about Waddell & Reed Dividend Opps C (WDVCX) Fund

Data for Waddell & Reed Dividend Opps C Fund (WDVCX) as of May 30, 2016

  • Waddell & Reed Dividend Opps C Fund (WDVCX) management has been with Waddell & Reed Dividend Opps C Fund for 5.7 years
  • Waddell & Reed Dividend Opps C Fund (WDVCX) ratio of up-years vs down years is greater than 2
  • Waddell & Reed Dividend Opps C Fund (WDVCX) has an annual stock turnover rate of 40.00% vs Large Blend average of 53.12%. It is good that Waddell & Reed Dividend Opps C management does not trade extensively for its return.
  • Waddell & Reed Dividend Opps C Fund (WDVCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.62, lower than category average of 11.67

Waddell & Reed Dividend Opps C Fund (WDVCX) Weakness What we are cautious about Waddell & Reed Dividend Opps C (WDVCX) Fund

Data for Waddell & Reed Dividend Opps C Fund (WDVCX) as of May 30, 2016

  • Waddell & Reed Dividend Opps C Fund (WDVCX) has a less-than-ideal short-term performance (1-year return -2.82% vs -1.15% Large Blend category median performance)
  • Waddell & Reed Dividend Opps C Fund (WDVCX) has a less-than-ideal mid-term performance (3-year return 6.76% vs 9.43% Large Blend category median performance)
  • Waddell & Reed Dividend Opps C Fund (WDVCX) has a less-than-ideal Long-term performance (5-year return 6.38% vs 10.15% Large Blend category median performance)
  • Waddell & Reed Dividend Opps C Fund (WDVCX) has a Morningstar rating of 3 and below
  • Waddell & Reed Dividend Opps C Fund (WDVCX) has a higher expense ratio of 2.06% than its Large Blend average of 1.02%
  • Waddell & Reed Dividend Opps C Fund (WDVCX) carries a 1% load
See Waddell & Reed Dividend Opps C Fund (WDVCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Waddell & Reed Dividend Opps C Fund (WDVCX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Waddell & Reed Dividend Opps C1.45-2.826.766.38
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Waddell & Reed Dividend Opps C Fund (WDVCX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Waddell & Reed Dividend Opps C Fund (WDVCX) Net Asset TrackingWaddell & Reed Dividend Opps C (WDVCX) Fund Net Asset

Track net asset change of Waddell & Reed Dividend Opps C fund (WDVCX)

DateNet Asset
05/2016$566.05M
03/2016$535.34M
02/2016$550.88M
More historic net asset information on Waddell & Reed Dividend Opps C Fund (WDVCX)

  

Graph of Waddell & Reed Dividend Opps C Fund (WDVCX) Portfolio TrackingWaddell & Reed Dividend Opps C (WDVCX) Fund Portfolio Allocation

Track portfolio allocation change of Waddell & Reed Dividend Opps C fund (WDVCX)

DateCashStockBondOther
03/20160%90.53%0.73%8.74%
12/20150%92.75%0.39%6.86%
09/20151.91%89.57%0.66%7.86%
Click here to see more historic asset allocation information on Waddell & Reed Dividend Opps C Fund (WDVCX)

 

graph of Waddell & Reed Dividend Opps C Fund (WDVCX) Top 10 Position TrackingTop 10 Holdings in Waddell & Reed Dividend Opps C (WDVCX) Fund

Discover what Waddell & Reed Dividend Opps C Fund (WDVCX) manager is buying

Mar 30, 2016
Pfizer, Inc. Common Stock [4.71%]
Microsoft Corporation [4.15%]
Teva Pharmaceutical Industries [3.9%]
JP Morgan Chase & Co. Common St [3.55%]
Applied Materials, Inc. [3.13%]
Philip Morris International Inc [2.72%]
General Electric Company Common [2.7%]
CVS Health Corporation Common S [2.57%]
American International Group, I [2.52%]
Medtronic plc. Ordinary Shares [2.48%]

Dec 30, 2015
Teva Pharmaceutical Industries [4.57%]
Pfizer, Inc. Common Stock [4.48%]
Medtronic plc. Ordinary Shares [3.88%]
Citigroup, Inc. Common Stock [3.86%]
Microsoft Corporation [3.8%]
JP Morgan Chase & Co. Common St [3.78%]
CVS Health Corporation Common S [2.71%]
Applied Materials, Inc. [2.67%]
Bristol-Myers Squibb Company Co [2.61%]

Sep 29, 2015
Pfizer, Inc. Common Stock [3.94%]
Teva Pharmaceutical Industries [3.72%]
Citigroup, Inc. Common Stock [3.69%]
JP Morgan Chase & Co. Common St [3.62%]
Microsoft Corporation [3.58%]
Medtronic plc. Ordinary Shares [3.32%]
Bristol-Myers Squibb Company Co [2.92%]
Union Pacific Corporation Commo [2.83%]
Applied Materials, Inc. [2.77%]
Click here for Stock Holding Change Map in Waddell & Reed Dividend Opps C Fund (WDVCX)

  

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