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The Waddell & Reed Advisors Retirement Plan is sponsored by Nationwide Trust Company, FSB-Columbus, Ohio. Nationwide Trust Company, FSB is a subsidiary of Nationwide Financial Services, Inc. Waddell & Reed is not related or affiliated with Nationwide Trust Company, FSB or any of its affiliates.
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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