Managed Products

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Our parent firm, Waddell & Reed Financial, Inc., is home to a proven investment organization that uses a dynamic process designed to uncover investable ideas every day.

It's a process the investment team, encompassing our affiliates Waddell & Reed Investment Management Co. and Ivy Investment Management Co., started decades ago. Today, it is integral to what we believe to be the best culture for investment management - one that stresses group collaboration to create our best thinking, and individual portfolio manager accountability to implement it.

With a team of analysts assigned to companies, industries and sectors around the world, regardless of geography, this daily interactions uncovers key ideas daily on behalf of investors.

Waddell & Reed’s investment process is built upon these values:

Collaboration & Accountability
The exchange of information makes portfolio managers more knowledgeable. Individual accountability holds us to the highest standards.

Risk-focused
We believe wealth is built by protecting assets in challenging markets through an unrelenting focus on risk management.

Rigorous
We do our own research throughout the world, analyzing companies rather than relying solely on widely available research produced by others.

You can get a first-hand look at the Waddell & Reed investment team in action. See for yourself.

Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, and InvestEd Portfolios. Ivy Investment Management Company serves as investment advisor to Ivy Funds.

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Waddell & Reed Advisors Funds

20 actively managed mutual funds that include domestic stock and bond funds, international stock and specialty funds.

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Ivy Funds

A broad range of 37 distinct mutual funds that cover major asset classes around the globe, including domestic equity and fixed income, international equity and fixed income, emerging markets, sector and allocation funds.

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Ivy Variable Insurance Portfolios

A range of portfolios utilized as underlying investments in variable annuities and variable life insurance products.

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Ivy InvestEd Portfolios

A 529 college savings plan offers you control as the account owner and flexibility in your investment choices, including age-based portfolios and a range individual fund investments.

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Closed-End Fund

A closed-end investment that invests primarily in high yield corporate bonds of varying maturities, secured loans and other corporate fixed income instruments.

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Capital Gains

2016 Capital Gain Estimates

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