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.
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|
Waddell & Reed|
|2013 (55 firms)||
|2012 (53 firms)||
|2011 (53 firms)||
|2010 (53 firms)||
|2009 (54 firms)||
|2008 (53 firms)||
|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.