Waddell & Reed

2013 Barron's Best Mutual Fund Families

Waddell & Reed Ranks Among the Top in Barron's 2013 "Best Mutual Fund Families"

Waddell & Reed Advisors Funds turned in a strong performance for investors, ranking among the top of the “Best Mutual Fund Families” over the last one-year, five-year, and 10-year time periods, according to Barron’s. Waddell & Reed Advisors Funds ranked No. 5 out of 64 fund families over the last 12 months. The fund family ranked No. 9 over the five-year period, out of 55 firms, and has been in the top 10 of that period for five of the last six years. It ranked No. 4 over the previous 10-year period out of 48 firms.

2013 Barron's Ranking
Barron’s also included separate one-year rankings for the five specific asset categories in which funds must have a presence in order to qualify for the overall rankings. Waddell & Reed Advisors Funds ranked No. 3 out of the 64 firms in the Mixed Asset category (equity and fixed-income assets) for the year ended Dec. 31. 2013.
“Regardless of market environment, investors and financial advisors need clarity and consistency in investment performance. We’re pleased to see that these rankings continue to validate the rigorous investment process and daily research we undertake in an effort to protect and grow client assets."
— Henry J. Herrmann, Chairman and CEO of Waddell & Reed Financial, Inc.

Consistency Over Time

Meanwhile, Ivy Funds turned in a strong showing in both the 10-year and the five-year “Best Mutual Fund Families” list, ranking No. 1 out of 48 firms over the 10-year period and No. 5 over the five-year period, out of 55 firms, both ended Dec. 31, 2013. Ivy Funds narrowly missed the top 10 over the one-year period, ranking No. 11 out of 64 firms. In addition, Ivy Funds ranked No. 4 out of the 64 firms in the Mixed Asset category.

Since 2008, across a range of market cycles, Ivy Funds has been among the top five in the five-year rankings. Dating to 2007, Ivy Funds has been in the top 10 of the five-year ranking for seven straight years. Ivy lists among the top five in the 10-year ranking since 2010.

Barron's 5-Year Performance Rankings
Year Ending Waddell & Reed
Advisors Funds
Ivy Funds
2013 (55 firms) 9 5
2012 (53 firms) 16 2
2011 (53 firms) 2 1
2010 (53 firms) 2 1
2009 (54 firms) 12
2008 (53 firms) 13
Source: Barron's (year ending 12/31)

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Barron’s rankings (published Feb. 8, 2014) are based on asset-weighted returns in five categories: domestic equity, world equity (including international and global portfolios), mixed asset (stocks and bonds), taxable bonds and tax exempt bonds. Rankings also take into account an individual fund's performance within its Lipper peer group. Sales charges are not included in the calculation of returns, and the ranking period included time periods during which some funds' returns were affected by expense reduction arrangements.
The Waddell & Reed Advisors and Ivy Funds are distributed by Waddell & Reed, Inc., and Ivy Funds Distributor, Inc., respectively.

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