Waddell & Reed Adv High-Income B
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
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Phone: 888-923-3355
| Category: | High Yield Bond | | Fund Family: | Waddell & Reed | | Net Assets: | 19.24M | | Year-to-Date Return: | -20.03% | | Yield: | 8.66% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Oct-99 |
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Louise D. Rieke
Lead Manager since
01-Jan-90 | | | Rieke is vice president and portfolio manager with Waddell & Reed Investment Management Company, her employer since 1971. Prior to joining the fixed-income department of the company, she worked as a research assistant to the staff economist and as a statistician. Rieke holds the Chartered Financial Analyst and Certified Public Accountant designations. |
| 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 high level of current income. Capital growth is a secondary consideration. The fund primarily invests in a diversified portfolio of high-yield, high-risk, fixed-income securities of domestic and, to a lesser extent, foreign issuers. It invests primarily in lower quality bonds. The Fund may invest an unlimited amount of its total assets in junk bonds; however, the fund typically provides a cautious alternative within a more aggressive bond category. It may invest in fixed-income securities of any maturity and in companies of any size. |
| Last Dividend
(16-Oct-08):
| 0.04 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 59.00% | | Average for Category:
| 112.47% |
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| Expense | WBHIX | Category
Avg | | Total Expense Ratio: | 2.09%
| 1.22% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.41% | | Max Deferred Sales Load: | 5.00%
| 2.70% | | 3 Yr Expense Projection*: |
$961 | $567 | | 5 Yr Expense Projection*: |
$1,234 | $865 | | 10 Yr Expense Projection*: |
$2,194 | $1,711 |
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