Waddell & Reed

Press Releases

Waddell & Reed announces that Brian Armogida has joined the firm bringing 17 years of investment-planning experienc
On October 1, 2014, Ivy Funds launched the Ivy Mid Cap Income Opportunities Fund, an equity portfolio focusing primarily on income-producing mid-capitalization companies.
Ivy High Income Opportunities Fund (NYSE:IVH) announces Sept. 2, 2014 distribution.
Ivy High Income Opportunities Fund (NYSE:IVH) announces August 1, 2014 distribution.
11- year veteran Gunther takes over portfolio management
Waddell & Reed Financial, Inc. (NYSE: WDR), has appointed industry veteran Derek D. Burke as president of Waddell & Reed, Inc.
Ivy High Income Opportunities Fund (NYSE:IVH) announces July 2, 2014 distribution.
The previously disclosed consulting agreement with former portfolio manager Ryan Caldwell has not come to fruition and is not being pursued.
Ivy High Income Opportunities Fund (NYSE:IVH) announces June 2, 2014 distribution.
Ivy Asset Strategy Fund and Ivy Funds Asset Strategy VIP recently sold holdings in Sands China Ltd (1928 HK) in a transaction with Merrill Lynch International. The funds concurrently established a similar position in the parent company of Sands China Ltd., Las Vegas Sands (LVS).
Ryan C. Caldwell, co-portfolio manager of Asset Strategy portfolios, has resigned and will be leaving the investment management industry; replacement from within organization is expected.
Ivy High Income Opportunities Fund (NYSE:IVH) announces May 1, 2014 distribution.
Ivy Funds launches the Ivy Emerging Markets Local Currency Debt Fund, offering investors the opportunity to capture fixed income opportunities from a select group of emerging market economies .
Several Ivy Funds and Waddell & Reed Advisors Funds received Lipper Fund Awards for strong risk-adjusted performance from national fund research firm Thomson Reuters/Lipper.
Ivy Funds completes merger of Ivy Asset Strategy New Opportunities Fund into Ivy Emerging Markets Equity Fund, offering investors a single fund for emerging-market equities investments in any region of the world.
Ivy High Income Opportunities Fund (NYSE:IVH) announces Mar. 3, 2014 distribution
Ivy High Income Opportunities Fund (NYSE: IVH) announces Jan. 30, 2014 distribution
Ivy High Income Opportunities Fund (NYSE: IVH) announces Jan. 2, 2014 distribution
Ivy High Income Opportunities Fund (NYSE: IVH) announces Oct. 31, 2013 distribution
Ivy High Income Opportunities Fund (NYSE: IVH) announces Oct. 3, 2013 distribution.
Ivy High Income Opportunities Fund (NYSE: IVH) announces Aug. 30, 2013 distribution.
Ivy Funds launches two new global funds to help investors and financial advisors pursue the potential opportunities of investment in real estate securities: Ivy Global Real Estate Fund and Ivy Global Risk-Managed Real Estate Fund.
Sporting Club unveils Ivy Funds as the first-ever jersey sponsor for Sporting Kansas City as part of a multi-year agreement announced at the 2013 MLS SuperDraft on Thursday.

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