Waddell & Reed High-Income B
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
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Phone: 888-923-3355
| Category: | High Yield Bond | | Fund Family: | Waddell & Reed | | Net Assets: | 24.13M | | Year-to-Date Return: | 33.64% | | Yield: | 6.59% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-99 |
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William M. Nelson
Lead Manager since
01-Apr-08 | | | Nelson joined Waddell & Reed Investment Management Company in January 1995 as a fixed-income investment analyst. In January 1999, he was appointed vice president and portfolio manager. Prior to joining Waddell & Reed, he was affiliated with Xerox Credit Corporation from 1988 to 1994. |
| 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 a high level of current income. Capital growth is a secondary consideration. The fund primarily invests in a diversified portfolio of high-yield, high-risk, fixed-income securities of domestic and, to a lesser extent, foreign issuers. It invests primarily in lower quality bonds. The Fund may invest an unlimited amount of its total assets in junk bonds; however, the fund typically provides a cautious alternative within a more aggressive bond category. It may invest in fixed-income securities of any maturity and in companies of any size. |
| Last Dividend
(25-Sep-09):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 86.82% |
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| Expense | WBHIX | Category
Avg | | Total Expense Ratio: | 2.12%
| 1.20% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.47% | | Max Deferred Sales Load: | 5.00%
| 2.73% | | 3 Yr Expense Projection*: |
$ 973 | $638 | | 5 Yr Expense Projection*: |
$ 1,255 | $997 | | 10 Yr Expense Projection*: |
$ 2,221 | $2,011 |
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