Waddell & Reed Muni Hi-Inc C
6300 Lamar Ave P O Box 29217 Overland Park KS 66202
Map
Phone: 888-923-3355
| Category: | High Yield Muni | | Fund Family: | Waddell & Reed | | Net Assets: | 15.25M | | Year-to-Date Return: | 27.38% | | Yield: | 4.74% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Oct-99 |
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Michael J. Walls
Lead Manager since
15-Aug-08 | | | Walls is vice president of WRIMCO and IICO, and has been an employee of WRIMCO since March 1999, joining the company as an investment analyst. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks income exempt from federal taxation. The fund normally invests at least 80% of net assets in a diversified portfolio of tax-exempt municipal bonds. The fund invests primarily in bonds rated in the lower tier of investment grade (BBB by S&P and Baa by Moody's) or lower, including bonds rated below investment grade. The fund typically invests in municipal bonds with remaining maturities of 10 to 30 years. |
| Last Dividend
(27-Nov-09):
| 0.02 | | Last Cap Gain
(31-Dec-99):
| 0.00 | | Annual Holdings Turnover
| 26.00% | | Average for Category:
| 45.02% |
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| Expense | WCMHX | Category
Avg | | Total Expense Ratio: | %
| 1.12% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.21% | | Max Deferred Sales Load: | 1.00%
| 2.72% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $585 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $862 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,641 |
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