| 5.07 Net Asset Value | 0.00% 1 Day | +0.40% Year-to-Date | Overall Morningstar Rating |
| High yield muni Style or Category | 4.25 Sales Expenses | 0.92% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +0.36% | 3 years | +7.65% | |
| 3 months | +1.26% | 5 years | +6.72% | |
| 1 year | +6.70% | Since inception | +6.76% |
| UMUHX | Category | |
|---|---|---|
| Performance 5-yr return | +6.72% | +5.68% |
| Expense ratio | 0.92% | 1.06% |
| Risk 5 year sharpe ratio | 0.88 | 0.63 |
| Net assets | $891.8M | $2.0B |
| Average market cap | -- | -- |
| Average P/E | -- | -- |
| Portfolio turnover | 6% | 6% |
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| Fund family | Waddell & Reed |
| Fund manager & tenure | Michael Walls / 4 Years |
| Minimal initial investment | $500.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Business service | -- |
| Consumer goods | -- |
| Consumer service | -- |
| Energy | -- |
| Financial service | -- |
| -- Michigan St Strategic Fd Ltd O Var Rev B | 1.84% |
| -- Michigan Fin Auth 8.5% | 1.28% |
| -- Mohave Cnty Ariz Indl Dev Auth 8% | 1.17% |
| -- Central Plains Engy Proj Neb Gas P 5.25% | 1.15% |
| -- New Jersey Econ Dev Auth | 1.15% |
| -- Arizona Health Facs Auth 4.315% | 1.10% |
| -- Royal Oak Mich Hosp Fin Auth 8.25% | 1.02% |
| -- Cook Cnty Ill Rev Rev Bds 6.5% | 1.00% |
| -- Tarrant Cnty Tex Cultural Ed F Rev 8.25% | 0.91% |
| -- Mississippi Busn Fin Corp Rev Bds | 0.87% |
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