Scorecard
4 / 5 Stars
Lipper
5 5 3 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 4.27 4.36 -0.09
Stocks 0.45 0.0 0.45
Bonds 52.42 0.0 52.42
Other 5.65 0.0 5.65
Foreign Bonds 41.44 0.0 41.44
Foreign Stocks 0.0 0.0 0.0
Convertible 0.11 0.0 0.11
Preferred 0.02 0.0 0.02

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

% Net Assets
Magic 2 Lien (Misys Plc) 2.06
Laureate Educ 144A 9.25% 1.8
Fmg (Fortesque) Tl New 1l 1.51
Formula 1 (Proj Green Ii) 1.44
Formula1-Delta 2 Sarl B 1.17
Hd Sply 11.5% 1.14
Hilton Tl B2 1l 1.02
Onex Usi Acquisition 144A 7.75% 0.97
Eagle Midco 144A 9% 0.95
Us Foods 8.5% 0.95

Bond Ratings (%)

Updated 03.31.2014

Sector WRHIX
AAA 0.0
AA 0.04
A 1.03
BBB 1.93
BB 21.47
B 43.38
Below B 31.15
Other 1.0

See Also:

Top Ivy Funds Funds

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