Waddell & Reed - Individual Investors

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Hank Herrmann
CEO, Chairman of Investment Policy Committee Read More
Derek Hamilton
Global Economist Read More
Daniel J. Vrabac and Mark G. Beischel
Co-Portfolio Mangers of the WRA Global Bond Fund Read More
WRA Asset Strategy Fund
Michael Avery & Ryan Caldwell, Co-Portfolio Managers Read More

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News & Commentary

What you don’t know can hurt you: Understanding the potentially concealed cost of ETFs - April 2013

Two decades after the first exchange traded fund (ETF) started trading there are more than 1,000 of the funds looking to attract investors. But while ETFs are marketed as a low-cost investor choice, those who purchase ETFs need to understand that there are may be costs beyond an ETF’s fee structure.

Look to core investing for exposure to opportunities across the valuation spectrum - March 2013

WRA Core Investment Fund managers believe the U.S. financial markets and economy remain resilient on the foundation of two strong pillars of growth: housing and energy. Erik Becker and Gus Zinn discuss the current market environment and places where the Fund is finding opportunity.

Waddell & Reed again earns DALBAR Recognition for Excellence Award - February 2013

For the third consecutive year, the Waddell & Reed call center earns DALBAR honor for exceptional customer service provided to investors and financial advisors.

For five years straight, Ivy Funds or Waddell & Reed Advisors Funds have been in the Top Five of Barron’s Five-Year Ranking of “Best Mutual Fund Families.” - February 2013

Across a variety of market cycles, Ivy Funds and Waddell & Reed have shown steady performance, as evidenced by the latest Barron’s rankings.

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The products and services described in this website are for U.S. residents only. The products and services offered within this site are available through our financial advisors. Waddell & Reed financial advisors may only conduct business with residents of the states for which they are properly registered. Some products and services mentioned may not be available in all states or to all clients. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc.

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Hank Herrmann

Derek Hamilton

Daniel J. Vrabac and Mark G. Beischel

WRA Asset Strategy Fund