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Waddell & Reed High-Income B (WBHIX)

7.68 Up 0.01(0.13%) Aug 20
Prev Close:7.67
YTD Return*:3.58%
Net Assets*:2.38B
Yield*:5.60%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for WBHIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Magic 2 Lien (Misys Plc)1.93N/A
Laureate Educ 144A 9.25%1.66N/A
New Cotai Llc / New Cotai C 144A 10.625%1.23N/A
Formula 1 (Proj Green Ii)1.14N/A
Jo-Ann Stores 144A 9.75%1.08N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.38B
Category:High Yield Bond
Annual Report Expense Ratio (net):2.14%

Performance & Risk

YTD Return:3.58%
5y Avg Return:11.44%
Rank in Category (ytd):51
% Rank in Category (ytd):6.95%
Beta (3y):0.12
Morningstar Risk Rating:2

Fund Summary

The investment seeks to provide total return through a combination of high current income and capital appreciation. The fund primarily invests in a diversified portfolio of high-yield, high-risk, fixed-income securities. It may invest an unlimited amount of its total assets in non-investment grade debt securities, commonly called junk bonds, which include debt securities rated BB+ or lower by S&P or comparably rated by another NRSRO or, if unrated, determined by WRIMCO to be of comparable quality. View More
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