Waddell & Reed

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    High Marks for Account Statements

    High marks for Waddell & Reed investor account statements

    DALBAR also recently ranked the effectiveness of mutual fund company investor account statements, ranking Waddell & Reed fourth out of 33 major firms across the country.

    DALBAR assessed the firms' statements on their ability to be understood by investors, summary content, contextual content and design and formatting. The firm then awarded each statement a score on a 100-point scale. Statements earning 80 points or more received an excellent designation, 70 to 79 points earned a very good designation, and 60 to 69 earned a good designation. Those that fell below 60 points did not receive a designation.

    According to the report, the most effective statements balance the need for clear, concise and intuitive communication of summary information with the details investors demand for a more contextual view of their investments.

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