USTBX (W&R Adv:Science&Tech;B)
Net Asset Value: 9.70
1-Day Return:
0.07 (0.73%)
YTD Return as of 4/4/13: 10.10%
Classification: Science & Tech Objective: Science & Tech Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/04/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 10.10 | 17.59 | 12.09 | 7.29 | 11.79 |
| Classification | 5.09 | 0.14 | 8.15 | 5.82 | 9.27 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 8 | 6 | 19 | 29 | 20 |
Fund Stats
More| Investment Objective: | Science & Tech |
|---|---|
| Net Assets ($Mil) | NA |
| Inception Date: | 10/4/99 |
| Manager Name, Tenure | Zachary H. Shafran, 2001 |
| Expense Ratio: | 2.56% |
|
Sales Charge:
Load Type:
|
Back-End Load 0.00% 5.00% |
Top 10 Holdings (As of 9/30/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Aspen Technology Inc Ord | AZPN | 8.54 |
| Apple Inc Ord | AAPL | 7.82 |
| Alliance Data Systems Corp Ord | ADS | 7.44 |
| Samsung Electronics Co Ltd Ord | NA | 5.26 |
| Aci Worldwide Inc Ord | ACIW | 4.70 |
| Google Inc Ord | GOOG | 3.96 |
| Micron Technology Inc Ord | MU | 3.64 |
| Cree Inc Ord | CREE | 3.40 |
| Vertex Pharmaceuticals Inc Ord | VRTX | 3.24 |
| Tenet Healthcare Corp Ord | THC | 3.20 |
| % of Total Holdings | 51.2 | |
