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MAP is an asset allocation advisory service offered by Waddell & Reed, Inc. in its capacity as a registered investment adviser. MAP starts with a Personal Investment Profile, a questionnaire designed to help determine your specific financial goals, investment time horizon and tolerance of risk. Your Waddell & Reed financial advisor can then help you customize an investment model, tailored to your objectives and risk tolerance. |
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Key features of MAP Investment Managers - MAP offers an exceptional combination of investment managers • Waddell & Reed Investment Management Company • Ivy Investment Management Company • Advantus Capital Management • Mackenzie Financial Corporation |
Investment Models
- MAP offers customized investment models tailored to your objectives and risk tolerance. |
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Independent analysis by Morningstar With MAP, you’ll also receive independent mutual fund analysis provided by Morningstar, the world leader in mutual fund research. Morningstar’s Research Reports contain fund-specific analysis and are updated every three months. Please note that Morningstar is paid a fee based partly on assets invested in the MAP Program. Financial Planning Services - accessible at various levels of investment. Personalized profile A step-by-step process designed to help you identify your financial goals and investment preferences. Periodic rebalancing Active management to keep your portfolio positioned in line with your goals. |
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If you are interested in MAP please contact your Waddell & Reed Financial Advisor or if you don’t have one, you can search for one in your area.
Consider all factors.
Please remember that an investment in a mutual fund involves risk. The investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Participation in a MAP account is not necessary to purchase mutual fund shares offered within the MAP product.
As discussed on this site, there are advisory fees associated with the MAP product, along with applicable mutual fund-level expenses. For more information on the advisory fees associated with the MAP product, please contact your advisor or refer to the MAP Advisory Services brochure.
This site references the mutual funds available in connection with the MAP product. Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. For a prospectus containing this and other information on the mutual funds offered by Waddell & Reed, Inc., call your financial advisor or Click Here. Please read the prospectus carefully before investing.
Waddell & Reed, Inc. is not related to or affiliated with Morningstar.
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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.
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