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Give us a call: (717) 541-9606 |
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We Can Offer A Wealth Of Investment Opportunities In today's complex financial marketplace, mutual funds offer you a simpler, more convenient, more affordable and more flexible method of investing in a portfolio of securities than trading them individually. At the same time, a broader diversification of your investments has the potential to help manage risk. Through the Waddell & Reed Advisors Funds and Ivy Funds, we offer a variety of investment options. Visit the sections below to learn more about what each fund has to offer. Performance - Review the funds' average annual total returns. Prospectus & Reports - Access prospectuses, financial reports and quarterly profiles for each of the funds. Daily Pricing - See the latest fund prices. Fund Directory - View a complete list of the fund families including inception dates, fund codes, tickers and CUSIPS. Mutual Fund Fee and Expense Calculators - two calculators that can help you determine the fees and expenses of investing in the mutual funds offered by Waddell & Reed.
Please remember that an investment in a mutual fund involves risk. Investment return and principal value of a mutual fund investment will fluctuate, and shares, when redeemed, may be worth more or less, than their original cost. Mutual fund fees and expenses may fluctuate over time and actual expenses may be higher or lower than the estimates shown. |
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The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only. 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 click here. Please read the prospectus carefully before investing. Additional Legal Information | Privacy Policy | Business Continuity Plan | SEC Rule 606 Order Disclosure© Waddell & Reed, Inc. 1995-2006. All rights reserved. Member SIPC |
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