This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Waddell & Reed Financial, Inc. Fund Families Again Among Top Of “Best Mutual Fund Families” Rankings

Stocks in this article: WDR

Waddell & Reed Advisors Funds and Ivy Funds again both turned in a strong showing in the latest Barron’s ranking of the “Best Mutual Fund Families,” as Ivy Funds ranked No. 1 over the 10-year period and Waddell & Reed Advisors Funds ranked No. 5 over the last year. Ivy Funds appears in the top five in the 10-year ranking for the fourth year in a row, and in the top five of the five-year ranking for six straight years. Waddell & Reed Advisors Funds logged a top 10 finish across all three time periods.

“Regardless of market environment, investors and financial advisors need clarity and consistency in investment performance,” said Henry J. Herrmann, Chairman and CEO of Waddell & Reed Financial, Inc., parent company to both fund families. “We’re pleased to see that these rankings continue to validate the rigorous investment process and daily research we undertake in an effort to protect and grow client assets.”

Ivy Funds

Ivy Funds turned in a strong showing in both the 10-year and the five-year “Best Mutual Fund Families” list, ranking No. 1 out of 48 firms over the 10-year period and No. 5 over the five-year period, out of 55 firms, both ended Dec. 31, 2013. Ivy Funds narrowly missed the top 10 over the one-year period, ranking No. 11 out of 64 firms.

Since 2008, across a range of market cycles, Ivy Funds has been among the top five in the five-year rankings. Dating to 2007, Ivy Funds has been in the top 10 of the five-year ranking for seven straight years. Ivy lists among the top five in the 10-year ranking since 2010. Barron’s also included separate one-year rankings for the five specific asset categories in which funds must have a presence in order to qualify for the overall rankings. Ivy Funds ranked No. 4 out of the 64 firms in the Mixed Asset category (equity and fixed-income assets) for the year ended Dec. 31. 2013.

Waddell & Reed Advisors Funds

Making the top 10 across all three time periods, Waddell & Reed Advisors Funds ranked No. 5 out of 64 fund families over the last 12 months. The fund family ranked No. 9 over the five-year period, out of 55 firms, and has been in the top 10 of that period for five of the last six years. It ranked No. 4 over the 10-year period out of 48 firms. Waddell & Reed Advisors Funds ranked No. 3 out of the 64 firms in the Mixed Asset category (equity and fixed-income assets) for the year.

1 of 4

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 18,030.21 +6.04 0.03%
S&P 500 2,081.88 -0.29 -0.01%
NASDAQ 4,773.4720 +8.0480 0.17%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs