Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed...
Investment Information ; Min Initial Investment · 1,000 ; Min Initial Investment, IRA · 2.5 ; Min Initial Investment, AIP · 0.25 ; Min Subsequent Investment · 25 ; Min Subsequent Investment, IRA · -- ; Min Subsequent Investment, AIP · --
Investment Information ; Min Initial Investment · 1,000 ; Min Initial Investment, IRA · 2.5 ; Min Initial Investment, AIP · 0.25 ; Min Subsequent Investment · 25 ; Min Subsequent Investment, IRA · -- ; Min Subsequent Investment, AIP · --
Synonyms ; Strongest matches · bond fund · closed-end fund · investment fund · retirement plan ; Weak matches · 401k fund · hedge fund · individual retirement account · IRA · money market funds · money-market fund · no-load fund · open-end fund · stock fund
2019 MUTUAL FUNDS AND INVESTMENT MANAGEMENTCONFERENCE SUMMARY 2019MUTUALFUNDSAND INVESTMENTMANAGEMENTCONFERENCE Sponsored by the Investment Company Institute and Federal Bar Association...
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Category, World Large-Stock Value ; Fund Family, Franklin Templeton Investments ; Net Assets, 3.17B ; YTD Return, 8.95% ; Yield, 1.58% ; Morningstar Rating, ★ ★ ★ ; Inception Date, Jun 29, 1962
Chauncey Waddell and Cameron Reed. The company was one of the first to sell funds following the Investment Company Act of... Fund and United Accumulative Fund—were among the first mutual...
Dealers and Flotation Companies Industry Investment Management & Fund Operators Sector... the Waddell & Reed Advisors Group of Mutual Funds (the "Advisors Funds") in 1940. Over time we...
FINANCIAL STATEMENTS WADDELL & REED FINANCIAL, INC. AND SUBSIDIARIES Consolidated Balance... Receivables: Funds and separate accounts 38,682 36,467 Customers and other 205,204 141,763...