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Waddell & Reed High-Income A (UNHIX)

7.54 0.00(0.00%) Oct 24
Prev Close:7.54
YTD Return*:3.80%
Net Assets*:2.42B
Yield*:6.60%

* As of 30-Sep-14

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

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:2.42B
Category:High Yield Bond
Annual Report Expense Ratio (net):1.03%

Performance & Risk

YTD Return:3.80%
5y Avg Return:11.40%
Rank in Category (ytd):14
% Rank in Category (ytd):1.91%
Beta (3y):0.64
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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