Investment Menu for Waddell & Reed Advisors Retirement Plan.
The mutual funds offered are provided at Net Asset Value (NAV), with no front-end or back-end sales charges. An asset charge applies, along with normal fund expenses.
Waddell & Reed Advisors Retirement Plan Performance Summary
Fund Name |
Ticker |
Fixed Income / Bond |
|
| WR 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 |
| WR Ivy Large Cap Growth A | WLGAX |
| Nationwide S&P 500 Index Institutional | GRMIX |
| Invesco Van Kampen Growth and Income A | ACGIX |
| Davis Opportunity A | RPEAX |
Mid Cap |
|
| 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 |
|
| WR Ivy International Core Equity A | IVIAX |
| Waddell & Reed Advisors International Growth A | UNCGX |
| American Funds New Perspective R5 | RNPFX |
Specialty |
|
| WR Ivy Pacific Opportunities A | IPOAX |
| WR Ivy Global Natural Resources A | IGNAX |
| Waddell & Reed Advisors Science & Technology A | UNSCX |
| Oppenheimer Gold & Special Minerals A | OPGSX |
| Prudential Jennison Utility A | PRUAX |
| Davis Financial A | RPFGX |
Balanced |
|
| American Funds American Balanced Class R5 | RLBFX |
| WR Ivy Balanced A | IBNAX |
| WR Ivy Asset Strategy A | WASAX |
| Invesco Van Kampen Equity and Income A | ACEIX |
| Oppenheimer Capital Income A | OPPEX |
| 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 |
Cash |
|
| Nationwide Money Market Institutional | GMIXX |
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, or if available, a summary 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 or summary 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 not a guarantee of future results. The Waddell & Reed Advisors Funds and Ivy Funds are distributed by Waddell & Reed, Inc., and Ivy Funds Distributor, Inc., respectively. Barron’s rankings are based on asset-weighted returns in five categories: domestic equity, world equity (including international and global portfolios), mixed equity (stocks and bonds), taxable bonds and tax exempt funds. Rankings also take into account an individual fund’s performance within its Lipper peer group. Sales charges are not included in the calculation of returns, and the ranking period included time periods during which some funds’ returns were affected by expense reduction arrangements. Over the most recent one-year period, Ivy Funds ranked ninth and Waddell & Reed Advisors Funds ranked fifth, out of 57 firms. Over the most recent 10 years, Ivy Funds ranked fifth and Waddell & Reed Advisors ranked 28th, out of 46 firms, according to Barron’s. In last year’s Barron’s rankings, Waddell & Reed Advisors Funds ranked first and Ivy Funds ranked second out of 54 fund families over the five-year period. In the rankings published in 2009, Waddell & Reed Advisors Funds ranked first and Ivy Funds ranked third over the five-year period ended Dec. 31, 2008, out of 53 fund families.
For additional information visit www.waddell.com
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