Waddell & Reed Global Bond A
6300 Lamar Avenue P O Box 29217 Overland Park KS 66202
Phone: 888-923-3355
| Category: |
World Bond |
| Fund Family: |
Waddell & Reed |
| Net Assets: |
662.94M |
| Year-to-Date Return: |
0.77% |
| Yield: |
2.80% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Jul-86 |
|
Mark G. Beischel
Lead Manager since
01-Jan-02 |
|
| Beischel is a vice president of WRIMCO and IICO. Before joining Waddell & Reed, he was a financial analyst/trader with United Capital Management. In 1998, he moved to Waddell & Reed and became an assistant portfolio manager in 2000. Beischel is a member of the Association for Investment Management and Research, and the Kansas City Society of Financial Analysts. Beischel holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$500 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks a high level of current income. Capital growth is a secondary consideration. The fund invests at least 80% of net assets in bonds. It may invest up to 35% of total assets in lower quality bonds. It typically invest in junk bonds of foreign issuers. The fund may also invest in equity securities of foreign and U.S. issuers to achieve its secondary objective of capital growth. It may invest up to 100% of net asset in securities denominated in currencies other than the U.S. dollar. |
| Last Dividend
(10-Dec-09):
|
0.01 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
45.00% |
| Average for Category:
|
180.34% |
|
| Expense |
UNHHX |
Category
Avg |
| Total Expense Ratio: |
1.29%
|
1.13% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
4.34% |
| Max Deferred Sales Load: |
%
|
2.31% |
| 3 Yr Expense Projection*: |
$961 |
$544 |
| 5 Yr Expense Projection*: |
$1,242 |
$856 |
| 10 Yr Expense Projection*: |
$2,042 |
$1,738 |
|
|
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