Waddell & Reed High-Income A (UNHIX)
7.84
0.01(0.13%) May 2
| Prev Close: | 7.83 |
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| YTD Return*: | 4.38% |
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| Net Assets*: | 2.05B |
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| Yield*: | 7.31% |
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* As of 31-Mar-13
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Headlines
- Top 5 Zacks #1 Ranked High Yield Mutual FundsZacks(Wed, May 1)
- Top 5 Zacks #1 Ranked High Yield Mutual FundsZacks(Mon, Mar 25)
- Top 5 Zacks #1 Ranked High Yield Mutual FundsZacks(Wed, Feb 27)
- Top 5 Zacks #1 Ranked High Yield Mutual FundsZacks(Thu, Jan 31)
- Top 5 Zacks #1 Ranked High Yield Mutual FundsZacks(Thu, Jan 10)
- Top 5 Zacks #1 Ranked High Yield Mutual FundsZacks(Mon, Dec 10)
- Top 5 Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Thu, Oct 18)
- Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Thu, Sep 13)
- Top 5 Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Thu, Aug 9)
- Top 5 Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Fri, Jul 6)
- Top 5 Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Thu, Jun 14)
- Top 5 Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Thu, May 10)
- Top 5 Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Thu, May 10)
- Top 5 Highest Yielding Zacks #1 Ranked High Yield Bond Mutual FundsZacks(Thu, Apr 12)
- Zacks#1 Ranked High Yield Mutual FundsZacks(Wed, Mar 21)
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| Laureate Educ 144A 9.25% | 2.06 | N/A |
| Cke Hldgs 144A 10.5% | 1.92 | N/A |
| Chesapeake Energy Corp | 1.41 | N/A |
| Formula 1 (Proj Green Ii) | 1.41 | N/A |
| Us Foodservice 144A 8.5% | 1.40 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 2.05B |
| Category: | High Yield Bond |
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| Annual Report Expense Ratio (net): | 1.07% |
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Performance & Risk
| YTD Return: | 4.38% |
| 5y Avg Return: | 11.24% |
| Rank in Category (ytd): | 5 |
| % Rank in Category (ytd): | 0.73% |
| Beta (3y): | -0.50 |
| 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 invests primarily in lower-quality debt securities. The fund may invest in fixed-income securities of any maturity and in companies of any size. 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.
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