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Waddell & Reed Advisors High Inc: (MF: UNHIX)

(MF) As of Apr 16, 2015 06:06 PM ET

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$7.17 USD

0.00 (0.00%)

Zacks MF Rank : 4 - Sell [?]       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Mar 31, 2015

% Yield 6.25
% SEC Yield 6.11
% YTD Return (as of Mar 31, 2015) 1.78
Category High Yield Bond
Peer CH IT

Zacks Premium Research for UNHIX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Sell 4
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD -3.13
Net Assets (Mil $) 3/31/2015 1,977.00
%Turnover 3/31/2015 65.00

Allocation

% of Portfolio
Large Growth NA
Large Value NA
Small Growth NA
Small Value NA
Foreign Stock NA
Emerging Market NA
Precious Metal NA
Intermediate Bond NA
Foreign Bond NA
High Yield Bond NA

Sector / Country Weightings

As of 3/31/2015 % of Portfolio
NA NA

Portfolio Holdings

Top Holdings (As of 12/31/2014) % of Portfolio Value (Mil$)
LAUREATE EDUC INC 2.11 47.47
MISYS PLC AND MAGIC NEWCO 1.94 43.76
NEW COTAI LLC AND NEW COT 1.25 28.19
BALBOA MERGER SUB INC 1.17 26.36
JO ANN STORES HLDGS INC 0.96 21.61
EAGLE MIDCO INC 0.96 21.60
PINNACLE OPERATING CORP 0.88 19.73
VTR FIN BV 0.85 19.24
TENET HLTHCARE CORP 0.84 19.02
CNL LIFESTYLES PROP INC 0.84 18.92

Stock Holding % of Net Assets

As Of 12/31/2014
Total Issues NA
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Risk

3 Year 5 Year 10 Year
Beta 0.21 0.01 0.63
Alpha 7.86 9.58 4.00
R Squared 0.02 0.00 0.09
Std. Dev. 4.05 5.70 8.57
Sharpe 2.11 1.69 1.00