Waddell & Reed Adv Bond B
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
Map
Phone: 800-532-2749
| Category: | Intermediate-Term Bond | | Fund Family: | Waddell & Reed | | Net Assets: | 30.69M | | Year-to-Date Return: | -1.38% | | Yield: | 3.37% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Sep-99 |
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James C. Cusser
Lead Manager since
01-Sep-92 | | | Cusser serves as vice president and portfolio manager with Waddell & Reed Investment Management, his employer since August 1992. Previously, he spent 12 years as a fixed-income strategist for Kidder, Peabody & Company. Prior to that, he worked as manager of fixed-income research at General Electric Investment Corporation, as a rating officer at Standard & Poors, and as an analyst at the First Boston Corporation. He is the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks a reasonable return with emphasis on preservation of capital. The fund normally invest at least 80% of net assets in bonds. It 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. |
| Last Dividend
(10-Jul-08):
| 0.02 | | Last Cap Gain
(15-Dec-05):
| 0.07 | | Annual Holdings Turnover
| 32.00% | | Average for Category:
| 197.46% |
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| Expense | WBABX | Category
Avg | | Total Expense Ratio: | 2.03%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.18% | | Max Deferred Sales Load: | 5.00%
| 2.70% | | 3 Yr Expense Projection*: |
$934 | $464 | | 5 Yr Expense Projection*: |
$1,188 | $716 | | 10 Yr Expense Projection*: |
$2,036 | $1,424 |
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