Waddell & Reed

Portfolio Perspectives

We have weighted the Fund heavily with what we believe are attractive global companies that offer goods/services aimed at pockets of global growth.
We think the underlying economic and market conditions still are supportive for the global real estate sector and publicly traded real estate companies.
WRA Core Investment Fund | Acquisitions are being viewed as important earning growth drivers for companies that are faced with increasing earnings after years of margin expansion and modest economic growth.
WRA Energy Fund | Oil prices still are a key topic for investors. We believe most of the bad news for oil is behind us.
WRA Municipal High Income Fund | Volatility has been an ongoing concern for municipal bond investors seeking potential tax-free income.
Ivy Emerging Markets Equity Fund | There is a tendency to think of emerging markets as a single potential investment option, but there are many variations among these countries.
WRA Asset Strategy Fund | The primary risks as we begin the second quarter are the unintended consequences associated with global central bank policy.
WRA New Concepts Fund | Mid-cap stocks offer special appeal to investors and are considered by many to be the sweet spot of the market. Historically, mid-cap stocks have had a lower standard deviation than small-cap stocks and typically more growth potential than large-cap stocks.
Ivy Real Estate Securities Fund | The macroeconomic backdrop, low interest rates and strong capital markets provided support in 2014, but how will real estate perform in 2015?
WRA Asset Strategy Fund | The efforts of global central bankers to fight the Great Recession have not resulted in the desired outcome of faster nominal GDP growth worldwide.

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