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    Waddell & Reed High-Income A (UNHIX)

    7.00 Down 0.02(0.28%) Jul 6
    Prev Close:7.00
    YTD Return*:1.67%
    Net Assets*:2.31B
    Yield*:6.12%

    * As of 30-Jun-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Laureate Educ 144A 9.25%2.00N/A
    Misys Plc And Magic Newco Llc1.96N/A
    Balboa Merger Sub 144A 11.375%1.23N/A
    New Cotai Llc / New Cotai C 144A 10.625%1.20N/A
    Onex Usi Acquisition 144A 7.75%1.13N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.31B
    Category:High Yield Bond
    Annual Report Expense Ratio (net):1.00%

    Performance & Risk

    YTD Return:1.67%
    5y Avg Return:9.66%
    Rank in Category (ytd):84
    % Rank in Category (ytd):10.45%
    Beta (3y):0.37
    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
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