Florida IBC 403(b) Model Plan Investment Menu for Waddell & Reed Advisors Retirement Plan.
Fund Name |
Ticker |
Fixed Income / Bond |
|
| Ivy Bond A | IBOAX |
| PIMCO Total Return Institutional | PTTRX |
| Oppenheimer Limited-Term Government A | OPGVX |
Large Cap |
|
| American Funds Growth Fund of America R5 | RGAFX |
| Waddell & Reed Advisors Vanguard A | UNVGX |
| Ivy Large Cap Growth A | WLGAX |
| Nationwide S&P 500 Index Institutional | GRMIX |
| Van Kampen Growth and Income A | ACGIX |
Mid Cap |
|
| Davis Opportunity A | RPEAX |
| Pioneer Mid Cap Value A | PCGRX |
| Franklin Small-Mid Cap Growth A | FRSGX |
Small Cap |
|
| Heartland Value A | HRTVX |
| Nationwide Small Cap Index A | GMRAX |
International |
|
| Ivy International Core Equity A | IVIAX |
| Waddell & Reed Advisors International Growth A | UNCGX |
| American Funds New Perspective R5 | RNPFX |
| Ivy Pacific Opportunities A | IPOAX |
Specialty |
|
| Ivy Asset Strategy A | WASAX |
| Ivy Global Natural Resources A | IGNAX |
| Waddell & Reed Advisors Science & Technology A | UNSCX |
| Oppenheimer Gold & Special Minerals A | OPGSX |
| Jennison Utility A | PRUAX |
| Davis Financial A | RPFGX |
Balanced |
|
| American Funds American Balanced Class R5 | RLBFX |
| Ivy Balanced A | IBNAX |
| Van Kampen Equity and Income A | ACEIX |
| Oppenheimer Capital Income A | OPPEX |
Cash |
|
| Nationwide Money Market Institutional | GMIXX |
Lifecycle |
|
| Nationwide Investor Destination Aggressive Svc | NDASX |
| Nationwide Investor Destination Moderate Aggressive Svc | NDMSX |
| Nationwide Investor Destination Moderate Svc | NSDMX |
| Nationwide Investor Destination Moderate Conservative Svc | NSDCX |
| Nationwide Investor Destination Conservative Svc | NDCSX |
The Waddell & Reed Advisors Retirement Plan is sponsored by Nationwide Trust Company, FSB, a division of Nationwide Bank. Waddell & Reed is not related or affiliated with Nationwide Trust Company, FSB or any of its affiliates. Trust programs and trust services are offered by Nationwide Trust Company, FSB. Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation. Nationwide Mutual Insurance Company and Affiliated Companies, Home Office: Columbus, OH 43215-2220. Nationwide, Nationwide Bank, Nationwide Financial, the Nationwide framemark, Life Comes at You Fast and On Your Side are federally registered service marks of Nationwide Mutual Insurance Company.
Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or visit us online at www.waddell.com. Please read the prospectus carefully before investing.
Please remember that investing in a qualified retirement plan involves market risk, including the possible loss of principle. Withdrawals prior to age 59 ½ may be subject to a 10% penalty, and will involve the payment of federal or state taxes.
Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. • Barron’s, 2.4.08. Sales charges are not included in the calculation of returns. In 2007, Ivy Funds ranked 8 out of 67 firms based on asset weighted return. Over the most recent 5 and 10-year periods, Ivy Funds ranked 7 out of 61 firms and 15 out of 52 firms, respectively. In 2007, Waddell & Reed ranked 1 out of 67 firms based on asset weighted return. Over the most recent 5 and 10-year periods, Waddell & Reed ranked 23 out of 61 firms and 9 out of 52 firms, respectively.
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