Waddell & Reed International Gr AUNCGX

Morningstar Rating

Fund Research and Analysis

by William Samuel Rocco

The pros and cons are clear at Waddell & Reed Advisor International Growth.

This fund's manager's experience is a plus. Thomas Mengel has been in charge for 12 years and spent 10 years in the investment field before taking over here. Thus, Mengel Read more

Kudos

Strong performance during the 1990s and in 2007. Read more

Risks

The manager's penchant for shifting into cash undermines its adventurous traits and has had mixed results.

Generally disappointing results in the 2000s.

Fees could be lower. Read more

Strategy

This fund uses a stock-by-stock approach to invest in developed-market growth companies, although manager Thomas Mengel also considers macroeconomic factors. He looks for firms that he expects to grow Read more

Management

Thomas Mengel has managed this fund since May 1996. He also manages sibling Ivy International Growth IVINX. Read more

Inside Scoop

This fund targets large companies and has a growth orientation, although its manager firmly refuses to pay what he considers to be overly high prices. Therefore, it can Read more

First Name

Last Name

Email Address

Zip Code

Create Password

Verify Password

(6-15 characters; case sensitive)

What is your occupation or job title?

Select...

Your registration indicates agreement to the terms of use.

Dodge & Cox: Health Care Now More Attractive
Watch more