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Waddell & Reed Energy Y (WEGYX) Fund Ranking and Research

Ranking, Research and Recommendation of Waddell & Reed Energy Y (WEGYX) Fund

    Last Trade: $12.74 on 5/26/2017, Change: +0.06 (0.47%)

 

Graph of Waddell & Reed Energy Y Fund (WEGYX) ManagerFund Manager - David P. Ginther

Fund Manager Information

Fund Manager Tenure: 11.2 years
Similar Funds: WEGAX  WEGBX  WEGCX 
Fund Family: Waddell & Reed
Fund Category: Equity Energy
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
David Ginther is Senior Vice President at Waddell & Reed Investment Management Company. He joined Waddell & Reed in March 1995 as an investment analyst; promoted to Assistant VP, Jan-99 and VP Jul-00. In Jul-03 was appointed Lead Portfolio Manager of Waddell & Reed Advisors Dividend Income Fund, a highly rated fund available for sale to investors in the US, and the fund upon which the Mackenzie Universal US Dividend Income Fund is modeled. David earned a BS, Accounting from Kansas State University and holds the CPA designation.  Get more insights on David P. Ginther

 

Graph of Waddell & Reed Energy Y Fund (WEGYX) ProfileWaddell & Reed Energy Y Fund (WEGYX) Profile

Fund Profile and Description

Waddell & Reed Energy Y Fund seeks long-term capital appreciation. Waddell & Reed Energy Y Fund invests at least 80% of net assets in securities of companies within the energy sector, which includes all aspects of the energy industry, such as exploration, discovery, production, distribution or infrastructure of energy and/or alternative energy sources. It invests in companies domiciled throughout the world, including, potentially, companies domiciled or traded in emerging markets. Waddell & Reed Energy Y Fund may invest up to 100% of total assets in foreign securities.

 

Waddell & Reed Energy Y (WEGYX) Fund Strength What we like about Waddell & Reed Energy Y (WEGYX) Fund

Data for Waddell & Reed Energy Y Fund (WEGYX) as of May 30, 2016

  • Waddell & Reed Energy Y Fund (WEGYX) management has been with Waddell & Reed Energy Y Fund for 11.2 years
  • Waddell & Reed Energy Y Fund (WEGYX) has good short-term performance (1-year return -15.39% vs -17.59% Equity Energy category median performance)
  • Waddell & Reed Energy Y Fund (WEGYX) has good mid-term performance (3-year return -3.09% vs -8.06% Equity Energy category median performance)
  • Waddell & Reed Energy Y Fund (WEGYX) has good Long-term performance (5-year return -2.79% vs -6.65% Equity Energy category median performance)
  • Waddell & Reed Energy Y Fund (WEGYX) has a Morningstar rating of 4 and above
  • Waddell & Reed Energy Y Fund (WEGYX) has an annual stock turnover rate of 24.00% vs Equity Energy average of 84.48%. It is good that Waddell & Reed Energy Y management does not trade extensively for its return.
  • Waddell & Reed Energy Y Fund (WEGYX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.25, lower than category average of 23.64
  • Waddell & Reed Energy Y Fund (WEGYX) has a lower expense ratio than its Equity Energy average: 1.09% vs 1.47%
  • Waddell & Reed Energy Y Fund (WEGYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Waddell & Reed Energy Y Fund (WEGYX) Weakness What we are cautious about Waddell & Reed Energy Y (WEGYX) Fund

Data for Waddell & Reed Energy Y Fund (WEGYX) as of May 30, 2016

  • Waddell & Reed Energy Y Fund (WEGYX) ratio of up-years vs down years can be improved
See Waddell & Reed Energy Y Fund (WEGYX) performance details as of May 30, 2016

 

What do you think?

 

Compare Waddell & Reed Energy Y Fund (WEGYX)Compare with other top Equity Energy category mutual funds

Aadditional top Equity Energy mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Waddell & Reed Energy Y14.58-15.39-3.09-2.79
Fidelity Advisor Energy A (FANAX)14.74-11.64-4.11-3.02Compare
Integrity Williston Bsn/Md-N Amer Stk A (ICPAX)11.37-19.02-4.63-2.39Compare
Vanguard Energy Adm (VGELX)17.07-9.68-4.51-3.47Compare

See top fund managers for Equity Energy Category Funds

 

Compare Waddell & Reed Energy Y Fund (WEGYX)Compare with Equity Energy category ETFs

Some Equity Energy ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Energy ETF (VDE)000
Guggenheim S&P 500 Equal Wt Energy ETF (RYE)000
PowerShares Dynamic Engy Explr&Prdtn ETF (PXE)000
Energy Select Sector SPDR ETF (XLE)000
SPDR S&P International Energy Sect ETF (IPW)000

 

Graph of Waddell & Reed Energy Y Fund (WEGYX) Net Asset TrackingWaddell & Reed Energy Y (WEGYX) Fund Net Asset

Track net asset change of Waddell & Reed Energy Y fund (WEGYX)

DateNet Asset
05/2016$245.53M
03/2016$194.45M
02/2016$202.37M
More historic net asset information on Waddell & Reed Energy Y Fund (WEGYX)

  

Graph of Waddell & Reed Energy Y Fund (WEGYX) Portfolio TrackingWaddell & Reed Energy Y (WEGYX) Fund Portfolio Allocation

Track portfolio allocation change of Waddell & Reed Energy Y fund (WEGYX)

DateCashStockBondOther
03/20160%98.65%0.42%0.93%
12/20157.97%90.44%0.74%0.85%
09/20157.29%92.69%0.02%0%
Click here to see more historic asset allocation information on Waddell & Reed Energy Y Fund (WEGYX)

 

graph of Waddell & Reed Energy Y Fund (WEGYX) Top 10 Position TrackingTop 10 Holdings in Waddell & Reed Energy Y (WEGYX) Fund

Discover what Waddell & Reed Energy Y Fund (WEGYX) manager is buying

Mar 30, 2016
CME Group Inc. [4.32%]
Schlumberger N.V. Common Stock [4.31%]
Cimarex Energy Co Common Stock [3.91%]
Pioneer Natural Resources Compa [3.82%]
Halliburton Company Common Stoc [3.77%]
Continental Resources, Inc. Com [3.76%]
Parsley Energy, Inc. Class A Co [3.76%]
Newfield Exploration Company Co [3.71%]
Baker Hughes Incorporated Commo [3.68%]
Concho Resources Inc. Common St [3.67%]

Dec 30, 2015
Schlumberger N.V. Common Stock [3.97%]
CME Group Inc. [3.96%]
Baker Hughes Incorporated Commo [3.77%]
Halliburton Company Common Stoc [3.5%]
Cimarex Energy Co Common Stock [3.34%]
Newfield Exploration Company Co [3.27%]
Pioneer Natural Resources Compa [3.15%]
Parsley Energy, Inc. Class A Co [2.98%]
EOG Resources, Inc. Common Stoc [2.95%]
MPLX LP Common Units Representi [2.68%]

Sep 29, 2015
CME Group Inc. [4%]
Baker Hughes Incorporated Commo [3.99%]
Schlumberger N.V. Common Stock [3.97%]
Cimarex Energy Co Common Stock [3.88%]
Halliburton Company Common Stoc [3.68%]
EOG Resources, Inc. Common Stoc [3.07%]
Concho Resources Inc. Common St [2.76%]
Pioneer Natural Resources Compa [2.72%]
Newfield Exploration Company Co [2.67%]
Tesoro Corporation Common Stock [2.59%]
Click here for Stock Holding Change Map in Waddell & Reed Energy Y Fund (WEGYX)

  

Latest News on Waddell & Reed Energy Y (WEGYX) Fund

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Waddell & Reed Energy Y Fund (WEGYX) Related ResourcesSee more information on Waddell & Reed Energy Y (WEGYX) Fund

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