The mutual funds offered are provided at Net Asset Value (NAV), with no front-end or back-end sales charges. An asset charge applies, along with normal fund expenses.
|Fixed Income / Bond|
|Ivy Bond Fund A||IBOAX|
|PIMCO Total Return Institutional||PTTRX|
|Oppenheimer Limited-Term Government A||OPGVX|
|American Funds Growth Fund of America R5||RGAFX|
|Waddell & Reed Advisors Vanguard Fund A||UNVGX|
|Ivy Large Cap Growth Fund A||WLGAX|
|Nationwide S&P 500 Index Institutional||GRMIX|
|Invesco Growth and Income A||ACGIX|
|Davis Opportunity A||RPEAX|
|Pioneer Mid Cap Value A||PCGRX|
|Franklin Small-Mid Cap Growth A||FRSGX|
|Heartland Value A||HRTVX|
|Nationwide Small Cap Index A||IPOAX|
|Ivy International Core Equity Fund A||IVIAX|
|Waddell & Reed Advisors Global Growth Fund A||UNCGX|
|Ivy Emerging Markets Equity Fund A||IPOYX|
|American Funds New Perspective R5||RNPFX|
|Ivy Global Natural Resources Fund A||IGNAX|
|Waddell & Reed Advisors Science and Technology Fund A||UNSCX|
|Oppenheimer Gold & Special Minerals A||OPGSX|
|Prudential Jennison Utility A||PRUAX|
|Davis Financial A||RPFGX|
|American Funds American Balanced Class R5||RLBFX|
|Ivy Balanced Fund A||IBNAX|
|Ivy Asset Strategy Fund A||WASAX|
|Invesco Equity and Income A||ACEIX|
|Oppenheimer Capital Income A||OPPEX|
|Nationwide Investor Destination Aggressive Svc||NDASX|
|Nationwide Investor Destination Moderate Aggressive Svc||NDMSX|
|Nationwide Investor Destination Moderate Svc||NSDMX|
|Nationwide Investor Destination Moderate Conservative Svc||NSDCX|
|Nationwide Investor Destination Conservative Svc||NDCSX|
|Nationwide Money Market Institutional||GMIXX|
Effective Feb. 11, 2014, Ivy Pacific Opportunities Fund was changed to Ivy Emerging Markets Equity Fund and its strategy was changed to reflect a concentration in emerging market equity securities. Performance prior to such time in part reflects the Ivy Pacific Opportunities Fund’s former strategy to invest primarily in Pacific region equity securities, and the Fund’s performance may have differed if the Ivy Emerging Markets Equity Fund’s current strategy had been in place.
This information is provided for informational and educational purposes only. Waddell & Reed believes the information has been obtained from sources considered to be reliable, but does not guarantee the accuracy of the information provided. This information is not meant to be a complete summary or statement of all available data necessary for making financial or investment decisions and does not constitute a recommendation.
Please note that the information provided may include references to concepts that have legal, accounting and tax implications. It is not to be construed as legal, accounting or tax advice, and is provided as general information to you to assist in understanding the issues discussed. Neither Waddell & Reed, Inc., nor its Financial Advisors give tax, legal, or accounting advice.
This information is not meant as financial or investment advice pertaining to your personal situation. The selection of appropriate investment, insurance or planning options and/or strategies should be made on an individual basis after consultation with appropriate legal, tax and financial advisors. Nothing contained herein is intended as a solicitation or an offer to buy or sell any product or service mentioned and they may not be suitable for all investors.
Securities offered through Waddell & Reed, Inc., Member FINRA/SIPC, are not insured by FDIC, NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements. Guarantees provided by insurance products are subject to the claims-paying-ability of the issuing insurance company.
An investment in a money market fund is neither insured nor guaranteed by the FDIC or any other governmental agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.
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About Waddell & Reed
At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. Since 1937, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life’s dreams. We do this by providing personal, comprehensive financial planning and investment and insurance products delivered to you by skilled financial advisors.
Your financial advisor will help you:
- Enroll in the plan
- Select investments that will help meet your financial goals
- Choose the right amount to invest and prepare a report that will detail how your contribution will affect your paycheck
- Review your investments as needed and help you make adjustments based on any life changing events
Please contact the independent Waddell & Reed office below to find a financial advisor near you.
2701 N. Rocky Point Drive
Tampa, FL 33607
Forms and Enrollment
You have the opportunity to continue planning for your financial future today as your school district has approved the Waddell & Reed 403(b) plan. Waddell & Reed was selected by your school district to provide investment products and servicing for your 403(b) plan.
Please contact the financial advisor assigned to your school district (click the "Need an Advisor" tab above). Together you can discuss a retirement investment strategy based on your risk tolerance, investment time frame and financial priorities, establish your new account in the Waddell & Reed 403(b) plan, and continue your pursuit of financial independence.
Enrolling by mail
Establish your 403(b) account on our strategic partner platform at Nationwide in three easy steps:
- Complete the enrollment, beneficiary designation and product disclosure forms:
To obtain your county specific product disclosure forms, visit: www.tsacg.com
- Select "District/College Plans," then "Florida," then your county
- Next select "List of Forms"
- Keep a copy of all forms in your personal file
- Mail the forms to your financial advisor. If you do not have a advisor, please refer to the "Need an Advisor" tab above.
Enroll online using the button below.
Transferring from another vendor to the Waddell & Reed retirement plan
You also can transfer existing assets from another 403(b) account(s) to your Waddell & Reed 403(b) account on the Nationwide platform. Get started by completing the form below. Your financial advisor can assist you with this process.
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