Waddell & Reed Bond C
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
Map
Phone: 888-923-3355
| Category: | Intermediate-Term Bond | | Fund Family: | Waddell & Reed | | Net Assets: | 17.39M | | Year-to-Date Return: | 6.52% | | Yield: | 3.21% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Sep-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 a reasonable return with emphasis on preservation of capital. The fund normally invest at least 80% of net assets in bonds. It has no limitations regarding the maturity, duration or dollar weighted average of its holdings. The fund may invest in debt securities with varying maturities and can invest in securities of companies of any size. |
| Last Dividend
(15-Oct-09):
| 0.02 | | Last Cap Gain
(15-Dec-05):
| 0.07 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 226.00% |
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| Expense | WCABX | Category
Avg | | Total Expense Ratio: | 1.92%
| 0.96% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 603 | $459 | | 5 Yr Expense Projection*: |
$ 1,037 | $711 | | 10 Yr Expense Projection*: |
$ 2,243 | $1,433 |
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