You'll have access to thousands of mutual funds from more than 100 fund families offering investment options across all asset classes, sectors and disciplines. In addition to this open-architecture environment, we offer you more.
Waddell & Reed boasts a unique position in the financial services industry as a full service broker/dealer, a financial planning pioneer and one of the nation's most enduring asset management firms.
As an asset manager we’re proud to offer Waddell & Reed Advisors Funds and Ivy Funds. Both asset management enterprises are recognized for their long history of competitive investment performance across a broad span of asset classes.
You'll have exclusive access to the Waddell & Reed Advisors Funds, our flagship fund family dating to the inception of the mutual fund industry. You'll also have direct access to the Ivy Funds, called one of the fastest growing fund families by the Financial Research Corporation.
As part of our family, you'll have the opportunity to hear from − and interact regularly with − Waddell & Reed and Ivy investment professionals. This is a benefit for you and your clients as you gain and share the investment insights of acknowledged leaders in the industry.This is the Waddell & Reed difference.
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 or Ivy Funds, click here. Please read the prospectus or summary prospectus carefully before investing.
Investment return and principal value will fluctuate, and it is possible to lose money by investing.
The Waddell & Reed Advisors Funds are managed by Waddell & Reed Investment Management Company and distributed by its subsidiary, Waddell & Reed, Inc. Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc.