• 
•  
• Home
• About Waddell & Reed

  • Principles

  • Approach
  • History
  • Resources

  • People

  • Executive Management team
  • Investment Management team
  • Financial Advisors

  • Community

  • Waddell & Reed Kansas City Marathon
  • Light the Night
  • Community Reach

  • Legal Documents & Corporate Entities

  • Corporate Entities
  • Privacy Policy
  • Business Continuity Plan
  • Annual Review of Management Fees
  • Proxy Voting
  • SEC-Required Report on Routing of Customer Orders

  • Contact Us

• Life Events

  • Marriage

  • Merging Money
  • Prenuptial Agreements
  • Integrating Benefits

  • Divorce

  • Dealing with Divorce
  • Insurance Concerns
  • Health Insurance

  • New Child

  • Baby Makes Three
  • Health Insurance
  • Saving for College

  • Changing Jobs

  • What to Do with Your
    401(k)
  • Evaluating a Job Offer
  • Home Office Deduction

  • Starting College

  • Lowering College Costs
  • ABCs of Financial Aid
  • Education Tax Credits

  • Loss of a Loved One

  • Organizing Your Finances
  • Social Security Survivor's Benefits
  • Life Insurance Benefits

  • Prolonged Care

  • Caring for Aging Parents
  • Housing Options
  • Long-Term Care Insurance

  • Retirement

  • Retirement Income Needs
  • Closing an Income Gap
  • Social Security Retirement Benefits
• Resources & Tools

  • News & Commentary

  • Market Perspectives
  • Portfolio Perspectives
  • Quarterly Fund Commentary
  • Featured Articles
  • Press Releases

  • Calculators & Tools

  • Retirement Planning
  • College Savings
  • Insurance Protection
  • Home
  • Auto
  • Other

  • Investing Principles

  • Investment Basics
  • Investing in Mutual Funds
  • Understanding Risk
  • The Infinite Loop

  • Building a Plan

  • Retirement Planning

  • Strategies
  • Pitfalls
  • Estate Planning

  • Tax Strategies

  • Investor Strategies
  • Annuities
  • Municipal Bond Funds
• Products & Services

  • Mutual Funds

  • Fund Detail
  • Fund Returns & Daily Prices
  • Historical Prices & Distributions
  • Prospectuses & Reports
  • Ticker Symbols & Fund Codes
  • Proxy Voting

  • Financial Planning

  • Our Approach
  • Our Products
  • Financial Wellness Corporate Program
    
  • Vacation of a Lifetime
    

  • Closed End Funds

  • Fund Detail
  • Historical Prices & Distributions

  • Managed Accounts

  • Managed Allocation Portfolios (MAP)
  • Strategic Portfolio Allocation (SPA)
  • Separately Managed Accounts (SMA)
  • Unified Managed Account (UMA)

  • Retirement Plans

  • Individual Retirement Accounts (IRA/Roth IRA)
  • IRA Rollover
  • Employee and Employer Contribution
  • Employer Contribution
  • Owner-Only/Self-Employed

  • Insurance/Annuities

  • Annuities
  • Life
  • Long-Term Care
  • Disability Income
  • Medicare Supplement

  • Education Funding

  • Ivy Funds InvestEd 529 Plan
  • Coverdell ESA
  • UGMA/UTMA

  • Brokerage & Cash Management

  • Other Investments

  • Stocks
  • Bonds
  • CDs

  • Public Educational Institution Plans
  • Governmental Employer Plans
  • Non-Profit Organization Plans
  • Plan Sponsor Connect
• Account Resources

  • Access Your Account

  • Managing Your Mutual Fund Account

  • Forms

  • Managing your Brokerage Account

  • Tax Center

  • Tax Information Mailing Schedule
  • Withholding of State Income Tax
  • Understanding Changes to Cost Basis Reporting
  • Online Access to Your Tax Forms
  • 2015 Tax Guides

  • Purchase Shares
  • Redeem Shares
  • Exchange Shares
  • Confirm Account Activity
  • Share Class and Sales Charge Information
  • Check Writing Service
  • Reports & Statements
  • Online Account Features
  • eDelivery
  • Cybersecurity Guarantee

  • Fund Expenses

  • Actual Expense Calculator
  • Hypothetical Expense Calculator

• Privacy Policy |
• Business Continuity |
• Important Disclosures |
• Careers |
• Contact Us |
• Media Relations |
• Help |
• Office Locator
• Copyright 1995-2019 Waddell & Reed, Inc. All rights reserved. Member SIPC

• Corporate Home |
• Individual Investors |
• Investor Relations |
• Financial Advisor Opportunities |
• Corporate Careers |
• Institutional Investors

The products and services described in this website are for U.S. residents only. The products and services offered within this site are available through our financial advisors. Waddell & Reed financial advisors may only conduct business with residents of the states for which they are properly registered. Some products and services mentioned may not be available in all states or to all clients. Brokerage, investment and financial advisory services are made available through Waddell & Reed, Inc.

Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed, Inc. on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

Past performance is no guarantee of future results. The Waddell & Reed Advisors Funds, the InvestEd Portfolios and Ivy Funds Variable Insurance Portfolios are managed by Waddell & Reed Investment Management Company and distributed by its subsidiary, Waddell & Reed, Inc. Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Distributors, Inc. Review the Corporate Entities page for detailed information about Waddell & Reed, Inc's subsidiaries.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus, or if available, a summary prospectus, containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus or summary prospectus carefully before investing.