Waddell & Reed

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    Morningstar Research Reports

    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.

    Investment Grade Fixed Income Funds

    Specialty Bond Funds

    Domestic Large Cap Funds

    Domestic Small/Mid Cap Funds

    Global/International Funds

    World/Allocation Funds

    Sector Funds

    Money Market Funds

    Investment Grade Fixed Income
    Waddell & Reed Advisors Bond
    Waddell & Reed Advisors Government Securities
    Waddell & Reed Advisors Municipal Bond*
    Ivy Bond
    Ivy Limited-Term Bond
    Ivy Municipal Bond*
    Specialty Bond
    Waddell & Reed Advisors Global Bond
    Waddell & Reed Advisors High Income
    Waddell & Reed Advisors Municipal High Income*
    Ivy Global Bond NEED TICKER
    Ivy High Income
    Ivy Municipal High Income* NEED TICKER
    Domestic Large Cap
    Waddell & Reed Advisors Tax Managed Equity*
    Waddell & Reed Advisors Vanguard
    Ivy Large Cap Growth
    Ivy Tax-Managed Equity* NEED TICKER
    Waddell & Reed Advisors Accumulative
    Waddell & Reed Advisors Core Investment
    Waddell & Reed Advisors Dividend Opportunities
    Waddell & Reed Advisors Value
    Ivy Core Equity
    Ivy Dividend Opportunities
    Ivy Value
    Domestic Small/Mid Cap
    Waddell & Reed Advisors New Concepts
    Waddell & Reed Advisors Small Cap
    Ivy Mid Cap Growth
    Ivy Small Cap Growth
    Ivy Small Cap Value
    Ivy Micro Cap - NEED TICKER
    Waddell & Reed Advisors International Growth
    Ivy Cundill Global Value
    Ivy European Opportunities
    Ivy International Core Equity
    Ivy International Growth
    Ivy Manage European/Pacific - NEED TICKER
    Ivy Managed International Opportunities - NEED TICKER
    Ivy Pacific Opportunities
    Ivy Global Equity Income - NEED TICKER
    Ivy Global Income Allocation - NEED TICKER
    Waddell & Reed Advisors Asset Strategy
    Ivy Asset Strategy
    Ivy Asset Strategy New Opportunities - NEED TICKER
    Waddell & Reed Advisors Continental Income
    Ivy Balanced
    Waddell & Reed Advisors Energy - NEED TICKER
    Waddell & Reed Advisors Science and Technology
    Ivy Energy - NEED TICKER
    Ivy Global Natural Resources
    Ivy Real Estate Securities
    Ivy Science and Technology - NEED TICKER
    Money Market
    Waddell & Reed Advisors Cash Management

    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.

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