| 10.73 Net Asset Value | -0.83% 1 Day | +20.56% Year-to-Date | Overall Morningstar Rating |
| Technology Style or Category | No Load Sales Expenses | 2.39% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +1.23% | 3 years | +16.75% | |
| 3 months | +8.71% | 5 years | +8.63% | |
| 1 year | +31.76% | Since inception | +7.60% |
| WCSTX | Category | |
|---|---|---|
| Performance 5-yr return | +8.63% | +7.24% |
| Expense ratio | 2.39% | 1.62% |
| Risk 5 year sharpe ratio | 0.48 | 0.33 |
| Net assets | $2.8B | $512.7M |
| Average market cap | $7.9B | $22.7B |
| Average P/E | 22.9 | 19.7 |
| Portfolio turnover | 42% | 42% |
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| Fund family | Waddell & Reed |
| Fund manager & tenure | Zachary Shafran / 12 Years |
| Minimal initial investment | $500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 36.54% |
| Healthcare | 11.45% |
| Business service | 9.29% |
| Consumer goods | 7.30% |
| Telecommunication | 7.11% |
| AZPN Aspen Technology, Inc. | 6.92% |
| MU Micron Technology, Inc. | 5.87% |
| CREE Cree, Inc. | 5.77% |
| ADS Alliance Data Systems Corporation | 5.01% |
| -- Samsung Electronics Co Ltd | 4.25% |
| THC Tenet Healthcare Corp | 4.10% |
| ACIW ACI Worldwide, Inc. | 4.00% |
| AAPL Apple Inc | 3.72% |
| GOOG Google, Inc. Class A | 3.52% |
| ACXM Acxiom Corporation | 3.34% |
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