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Waddell & Reed Advisors High Inc: (MF: UNHIX)
(MF) As of Feb 9, 2016 06:05 PM ET
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Latest Performance as of Dec 31, 2015
Total Return %*
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* Annual for three years and beyond.
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%Unrealized Gain YTD
% SEC Yield
Net Assets (Mil $) 12/31/2015
Sector / Country Weightings
As of 12/31/2015
% of Portfolio
Top Holdings (As of 9/30/2015)
% of Portfolio
MISYS PLC AND MAGIC NEWCO
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PATRIOT MERGER CORP
ITALICS MERGER SUB INC
KRONOS ACQUISITION HLDGS 0.99
JO ANN STORES HLDGS INC
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Waddell & Reed Advisors High Inc UNHIX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in July 1979 and is managed by Waddell & Reed Investment Management Company (WRIMCO). The primary goal of the fund is to earn a high level of current income. As a secondary goal, the fund seeks capital growth when consistent with the primary goal. The fund seeks to achieve these goals by investing primarily in a diversified portfolio of high-yield, high-risk, fixed income securities, the risks of which are, in the judgment of WRIMCO, consistent with the fund's goals. The fund invests primarily in lower quality bonds, commonly called junk bonds. The fund may invest an unlimited amount of its total assets in junk bonds. The fund may invest in bonds of any maturity and may invest in companies of any size. The fund may also invest up to 20% of its total assets in common stocks in order to seek capital growth. The fund emphasizes a blend of value and growth in its selection of common stocks. The fund declares dividends from net investment income daily and pays them monthly. Capital gains, if any, are paid annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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