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Mutual Funds from Waddell & Reed

Waddell And Reed, through Waddell And Reed Advisors Funds and Ivy Funds, offer a variety of investment options. Mutual funds offer customers a simpler, convenient, and flexible method of investing in a portfolio of securities than trading them individually. The company provides details on the types of mutual funds they offer - such as performance, daily prices, prospectus and reports, mutual fund fees, calculators and other relevant information.

Mutual Funds Reviews

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brianconnerat
Newcomer
5.0

They're the top ranked fund family in overall performance over the past 5 years. Considering the market over that period, that's a testament to a terrific investment management organization. Another great fund is the Waddell & Reed New Concepts, a mid-cap growth fund that is up over 33% ytd.

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jayhawk80
Newcomer
3.0

Ivy / Waddell have two funds worth noting Ivy Asset Strategy, a "go anywhere-all allocation" fund that is particularily suited to the Secular Bear Market, along with Ivy Global Natural Resources, which captures one of the (likely) best secular themes for the next several years.

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