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 Dow Down 0.19% Nasdaq Up 0.45%

Waddell & Reed High-Income A (UNHIX)

7.67 Down 0.01(0.13%) Jul 30
Prev Close:7.68
YTD Return*:5.19%
Net Assets*:2.40B
Yield*:6.70%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
Magic 2 Lien (Misys Plc)1.99N/A
Laureate Educ 144A 9.25%1.76N/A
Formula 1 (Proj Green Ii)1.18N/A
Jo-Ann Stores 144A 9.75%1.13N/A
Tmx Fin Llc/Titlemax Fin 144A 8.5%1.04N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.4B
Category:High Yield Bond
Annual Report Expense Ratio (net):1.03%

Performance & Risk

YTD Return:5.19%
5y Avg Return:13.95%
Rank in Category (ytd):39
% Rank in Category (ytd):5.31%
Beta (3y):0.08
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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