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  • Ivy Global Natural Resources Fund

    David P. Ginther, CPA, portfolio manager Read More
    Portfolio Perspective
  • Ivy Mid Cap Income Opportunities Fund

    Nathan Brown, CFA and Kimberly Scott, CFA, portfolio managers Read More
    Portfolio Perspective
  • Waddell & Reed Advisors Energy Fund

    David P. Ginther, CPA, portfolio manager Read More
    Portfolio Perspective
  • U.S. a bright spot in slow-growth world

    W&R Financial Advisors Read More
    Market Perspective
Waddell & Reed
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Financial markets and uncertainty have a complicated and familiar history. They are never too far removed from each other, and 2015 was no exception.
Investors face a world with uneven economic growth and a general lack of market direction. We believe our active management approach can help uncover opportunity in this uncertain environment.
Dividend-paying stocks, and the mutual funds that invest in them, may offer an additional source of income.
WRA New Concepts Fund | In this commentary, Portfolio Manager Kimberly Scott provides deeper insight into factors leading to the Fund’s underperformance, which includes: underexposure to momentum; outsized exposure to energy; and weakness in many of the consumer names
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