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(MF) As of Mar 22, 2017 06:05 PM ET
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Zacks MF Rank
1-Strong Buy 1
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
MISYS PLC AND MAGIC NEWCO
LAUREATE EDUC INC
ONEX USI ACQUISITION CORP
KRONOS ACQUISITION HLDGS 1.36
JO ANN STORES HLDGS INC
PATRIOT MERGER CORP
KINETIC CONCEPTS INC AND 1.15
VTR FIN BV
BALBOA MERGER SUB INC
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Waddell & Reed Adv High Income A UNHIX
Zacks News for UNHIX
No Record found.
Other News for UNHIX
No Record found.
%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 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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