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Waddell & Reed Advisor Small Cap Fund Class A (UNSAX)

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Dados históricos de Waddell & Reed Small Cap A, para cotação em tempo real realize outra pesquisa, por favor

16,39 +0,18 +1,11%

22/02 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 663,54M

Tipo: Fundo

Mercado: EUA

Emissor: Waddell & Reed

Classe de Ativo: Ações

UNSAX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Waddell & Reed Advisor Small Cap Fund Class A. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de UNSAX, entre outras informações.

Categoria

Small Growth

Total de ativos

663,54M

Despesas

1,38%

Data de início

36437

Informações de Contato

Endereço 6300 Lamar Ave
Overland Park,KS 66202
United States

Telefone +1 8889233355

Site www.waddell.com

Principais Executivos

Nome	Título	Desde	Até
Bradley P. Halverson	Equity Analyst	2016	2018
Biografia	Brad Halverson is co-portfolio manager of the small cap growth product suite of mutual funds and institutional accounts. He was named co-portfolio manager of the product suite in 2016. Mr. Halverson joined the organization in 2008 as an equity investment analyst on the Small Cap Growth team. He was appointed assistant vice president in 2013 and vice president in 2015. He was named assistant portfolio manager of small cap growth institutional accounts, serving in the role from 2014 to 2016. He was appointed senior vice president in 2018. Prior to joining the firm, Mr. Halverson was associated with Northpointe Capital as an equity analyst responsible for researching growth stocks across micro, small, and mid cap portfolios. From 2002 to 2004 he was an associate in health care investment banking for A.G. Edwards & Sons, Inc. He was affiliated with PricewaterhouseCoopers, LLP in positions of increasing responsibility from 1995 through 2000, culminating as a manager in business advisory services. Mr. Halverson graduated from Brigham Young University in 1995 with a BS and MS in Accounting. He earned an MBA with an emphasis in Finance and Corporate Strategy from the University of Michigan in 2002. Mr. Halverson is a CFA charterholder. He is a member of the CFA Institute. He is a former Certified Public Accountant (CPA).
Kenneth G. McQuade	Portfolio Manager	2016	2018
Biografia	Kenneth G. McQuade was named co portfolio manager of the small cap growth product suit in 2016. He was sole portfolio manager of Ivy VIP Small Growth from 2016 to 2016. Mr. McQuade joined Waddell & Reed in 1997 as an investment analyst. He was an assistant portfolio manager of separately managed small cap accounts from August 2003 until March 2010. Mr. McQuade is Senior Vice President of WRIMCO and IICO and Vice President of the Trust. He earned a BS degree in finance from Bradley University.
Timothy J. Miller	Senior Vice President	2010	2018
Biografia	Mr. Miller joined Ivy Investment Management Company and Waddell & Reed Investment Management Company in 2008 and has served as the portfolio manager for investment companies managed by WRIMCO or IICO since March 2008. He is Senior Vice President of WRIMCO and IICO. Previous serving as the primary portfolio manager of the Invesco from December 1993 through mid-2004, as the Chief Investment Officer of Invesco Funds Group, Inc. from July 2000 until July 2003, and as the Chief Investment Officer of the Denver Investment Center of Invesco North America from July 2003 until 2004.
Gilbert C. Scott	Senior Vice President	2003	2010
Biografia	Gilbert C. Scott, A Senior Vice President and Portfolio Manager for Waddell & Reed, Mr. Scott is responsible for the day-to-day management of a portion of the Small Cap Growth Equity Fund. Mr. Scott is lead portfolio manager of small cap growth institutional accounts for Waddell & Reed. He joined Waddell & Reed in 1997 as an investment analyst. Prior to joining Waddell & Reed, Mr. Scott was affiliated with Hallmark Cards as a project manager in Strategy/Marketing Finance. Gil earned a BBA, Finance from the University of Massachusetts and an MBA from the University of Texas.
Grant P. Sarris	Portfolio Manager	1999	2003
Biografia	Mr. Sarris, CFA, joined Chiron as Portfolio Manager in 2015. Previously, Mr. Sarris served as a portfolio manager at Kornitzer Capital Management from 2003--2013. From 2013-2015, Mr.Sarris managed his personal portfolio. Mr. Sarris has been an investment professional since 1991. Prior to joining KCM, he was a senior vice president and portfolio manager with Waddell & Reed Investment Management Company. He holds an M.B.A. from the University of Minnesota and a B.A. from the University of Wisconsin.
Mark G. Seferovich	Senior Vice President	1999	2002
Biografia	Seferovich joined Waddell & Reed Investment Management Company in February 1989 and is currently senior vice president and equity portfolio manager. He is also a member of the company's common stock policy committee. Previously, he worked for Security Management Company as a portfolio manager. Prior to that, he served as a security analyst and portfolio manager with Reimer & Koger Associates from 1974 to 1981. Seferovich holds the Chartered Financial Analyst designation.

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