Fees & Purchase Info for Waddell & Reed Dividend Opps A (WDVAX)

Fund Inception Date: Jul 01, 2003

  • Fees & Expenses

    Maximum Sales Fees
    Initial 5.75%
    Deferred —
    Redemption 2.00%
    Total Cost Projections per $10,000
    1 year $709.00
    3 year $993.00
    5 year $1,297.00
    Taken from prospectus dated 10/30/2009
    Maximum Fees
    Administrative —
    Management 0.70%
    Actual Fees
    12b-1 0.25%
    Management 0.70%
    Expense Ratio 1.40%
    (Taken from annual report dated 06/30/2009)

  • Purchase Information

    Minimum Investments
    Initial $500.00
    Additional $0.00
    Initial IRA —
    Additional IRA —
    Initial AIP $50.00
    Additional AIP $25.00
    Correspondence Information
    Waddell & Reed
    6300 Lamar Avenue
    P.O. Box 29217
    Phone: 888-923-3355
                  913-236-2000
     Web: www.waddell.com

  • Fund Management

    Managers

    David P. Ginther
    Start Date: 07/01/2003
    Ginther is vice president of Ivy Investment Management Company and Waddell & Reed Investment Management Company, vice president of Ivy Funds, Inc., and portfolio manager for other investment companies. Ginther has been an employee of WRIMCO since 1995. He is the Certified Public Accountant designation.

    Advisors

    Waddell & Reed Investment Management Com

    Subadvisors