• FirefoxInstall the new Firefox »
  •  Dow Down 0.39% Nasdaq Down 0.56%

    Waddell & Reed High-Income A (UNHIX)

    7.18 Up 0.01(0.14%) Mar 2
    Prev Close:7.18
    YTD Return*:-0.57%
    Net Assets*:2.24B
    Yield*:6.75%

    * As of 31-Jan-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Laureate Educ 144A 9.25%2.13N/A
    Misys Plc And Magic Newco Llc1.97N/A
    New Cotai Llc / New Cotai C 144A 10.625%1.27N/A
    Balboa Merger Sub 144A 11.375%1.19N/A
    Jo-Ann Stores 144A 9.75%0.97N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.24B
    Category:High Yield Bond
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:-0.57%
    5y Avg Return:9.60%
    Rank in Category (ytd):94
    % Rank in Category (ytd):11.71%
    Beta (3y):0.30
    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 up to 100% 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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback