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(MF) As of Mar 29, 2017 06:05 PM ET
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Zacks MF Rank
5-Strong Sell 5
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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Latest Performance as of Feb 28, 2017
Total Return %*
Percentile Rank Objective
* Annual for three years and beyond.
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%Unrealized Gain YTD
% SEC Yield
Net Assets (Mil $) 2/28/2017
Sector / Country Weightings
As of 2/28/2017
% of Portfolio
Top Holdings (As of 9/30/2016)
% of Portfolio
US TREAS BONDS
FED HOME LOAN MORT CORP A 1.51
AMERICAN TOWER CORP
FED HOME LOAN MORT CORP A 1.02
PROVINCE DE QUEBEC
DUKE ENERGY CAROLINAS LLC
ARES CAPITAL CORP
FIDELITY NATL FIN INC
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Waddell & Reed Adv Bond Fund Y WYABX
Zacks News for WYABX
05/11/16-7:15AM EST Zacks
Zacks Private Portfolio Services
Other News for WYABX
No Record found.
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in March 1964 and is managed by Waddell & Reed Investment Management Company (WRIMCO). The fund seeks a reasonable return with emphasis on the preservation of principal. The fund seeks to achieve its goal by investing primarily in domestic, and to a lesser extent foreign, debt securities usually of investment grade, including bonds rated BBB and higher by Standard & Poor's and Baa and higher by Moody's Corporation. The fund has no limitations regarding the maturity duration or dollar weighted average of its holdings. The fund may invest in debt securities with varying maturities and can invest in securities of companies of any size. 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 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly Virchow Krause, LLP, an independent accounting firm. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zack Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations.
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