6300 Lamar Avenue |
Shawnee Mission, KS 66201-9217
Main Phone: 913-236-2000
Mutual Fund Brand(s)
Ivy Funds, Waddell & Reed Advisor Funds
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
Founded in 1937, Waddell & Reed sponsors two families of mutual funds: W&R Funds and Ivy Funds [profile]. It created the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company IPO'd in 1998.
The funds are advised by Waddell & Reed Investment Management Company (WRIMCO) and Ivy Investment Management Company (IICO).
The firm also owns a broker-dealer that is a primary distributor of the W&R Funds.
The firms three broker-dealers are: Waddell & Reed, Inc. (W&R), Ivy Funds Distributor, Inc. (IFDI) and Legend Equities Corporation (LEC).
The firm's 80 open-end mutual funds include: 20 portfolios in the Advisors Funds family, 32 portfolios in the Ivy Funds family, 25 portfolios in the Ivy Funds VIP family and three portfolios in InvestEd.
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