Waddell & Reed Government Secs B
6300 Lamar Avenue Overland Park KS 66202
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Phone: 888-923-3355
| Category: | Intermediate Government | | Fund Family: | Waddell & Reed | | Net Assets: | 10.79M | | Year-to-Date Return: | 1.42% | | Yield: | 2.16% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-99 |
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Mark J. Otterstrom
Lead Manager since
15-Aug-08 | | | Otterstrom is a vice president of Waddell & Reed Investment Management Company and Ivy Investment Management Company. He joined Waddell & Reed in May 1987 as a fixed income specialist with emphasis in high yield municipal bonds. He was appointed assistant vice president and assistant portfolio manager in January 1995 and vice president in January 1996. He was named portfolio manager of the Waddell & Reed Advisors Municipal High Income Fund in June 2000. |
| 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 seek as high a current income as is consistent with safety of principal. The Fund invests in a diversified portfolio of U.S. government securities, including securities issued by the Treasury and government agencies and mortgage-backed securities also issued by government agencies. It has no limitations on the range of maturities of the debt securities in which it may invest. The fund may invest in Certain U.S. government securities, such as Treasury securities, securities issued by Ginnie Mae, securities issued by Fannie Mae, Freddie Mac and FHLB. |
| Last Dividend
(27-Jan-10):
| 0.01 | | Last Cap Gain
(30-Dec-05):
| 0.00 | | Annual Holdings Turnover
| 48.00% | | Average for Category:
| 344.22% |
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| Expense | WGVBX | Category
Avg | | Total Expense Ratio: | 1.96%
| 1.01% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.08% | | Max Deferred Sales Load: | 5.00%
| 2.74% | | 3 Yr Expense Projection*: |
$ 915 | $484 | | 5 Yr Expense Projection*: |
$ 1,158 | $726 | | 10 Yr Expense Projection*: |
$ 2,053 | $1,412 |
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