Each quarter Morningstar provides an in-depth review and analysis of mutual funds listed below. Please note that Morningstar is paid a fee based partly on assets invested in the MAP Program.
Consider all factors. Please remember that an investment in a mutual fund involves risk. The investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Participation in a MAP account is not necessary to purchase mutual fund shares offered within the MAP Program. Shares of the mutual funds in MAP Program portfolios may be purchased directly from your financial advisor. However, these shares may have a front-end load or back-end usage, which do not apply to shares in the MAP Program portfolio.
Not all account types may be available on all platforms. Some products & services may not be available with all accounts. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc., in its capacity as a registered investment adviser. Brokerage accounts cleared through Pershing LLC. For a full description of managed account services, including fees and expenses, review the Advisory Services Informational Brochure or Advisory Services Informational Brochure for your Choice Account.
Waddell & Reed, Inc. is not related to or affiliated with Morningstar.