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TheStreet Open House

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

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.

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