Waddell & Reed

2014 Barron's Best Mutual Fund Families

Waddell & Reed Advisors Funds Top "Best Mutual Fund Families" Over 10-year period

Waddell & Reed Advisors Funds again turned in a strong performance for investors, ranking at the top of the "Best Mutual Fund Families" over the latest 10-year periods, according to Barron's.

Waddell & Reed Advisors Funds ranked No. 2 over the five-year period, out of 56 firms, and has been in the top 10 of that period for six of the last seven years. It ranked No. 1 over the latest 10-year period out of 48 firms.

2014 Barron's Ranking
"Over longer periods, and across differing market cycles, our rigorous investment process has led to solid results for investors. We prefer to judge performance across several years, as the majority of our investors have long-term goals and aspirations. We're pleased to see that these rankings have continued to validate our process."
— 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. 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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Barron's 5-Year Performance Rankings
Year Ending Waddell & Reed
Advisors Funds
Ivy Funds
2014 (56 firms) 2 4
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)

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.

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