Managed Products

Discover our affiliated investment 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 affiliate 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.

Our affiliates’ investment process is built upon these values:

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

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

Rigorous
Our affiliate does its own research throughout the world, analyzing companies rather than relying solely on widely available research produced by others.

Ivy Investment Management Company serves as investment advisor to the Ivy Funds, Ivy Variable Insurance Portfolios, and Ivy InvestEd 529 Plan Portfolios.

Distributions and Estimates

Income and capital gain distributions for the Ivy Funds and Waddell & Reed Advisor Funds

Download 2017 year-end distributions
Download 2018 fund merger distributions

Ivy Funds

A broad range of 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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