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. 3 out of 48 firms over the 10-year period and No. 4 over the five-year period, out of 56 firms, both ended Dec. 31, 2014.
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 five of the five-year ranking for seven straight years. Ivy lists among the top five in the 10-year ranking since 2010.
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Over the most recent one-year period, Waddell & Reed Advisors Funds ranked 50 and Ivy Funds ranked 43 out of 65 firms.
Barron's rankings (published Feb. 7, 2015) 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.