Ivy Global Natural Resources A IGNAX
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New Morningstar Analyst Report - Waddell & Reed Financial A
… primarily because of the increased penetration of its two main funds--Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX --into the wholesale channel. With these two funds accounting for one third of Waddell & Reed's assets under management …
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Waddell & Reed Keeps Outflows at Bay in Fourth Quarter; No Change to Fair Value Estimate
… that Waddell & Reed is completely out of the woods, given that both Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX underperformed their benchmarks last year, and as most financial advisors rebalance their client portfolios in the first quarter …
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Improving Fund Flows Result in Stronger 4Q, Full-Year Results at Waddell & Reed
… performance continues to be lackluster for the firm's two main funds, Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX , Waddell & Reed has been gaining traction with other fund offerings in the wholesale channel. Sales of products other than …
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Waddel & Reed's Fund Flow Problems Continue in 3Q
… given the poorer performance from the firm's two main funds, Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX , as well as the reputational hit the company took as a result of its involvement in the "flash crash" that helped take down …
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New Credit Rating: Waddell & Reed
… under management. On top of that, two of Waddell & Reed's funds, Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX account for 35% of the firm's managed assets, and have been the main drivers of investor inflows over the last five years …
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WDR's Flows Diminish in 2Q
… 2010, underperforming its benchmark and the category by more than 350 basis points. Meanwhile, Ivy Global Natural Resources IGNAX , with $5 billion in AUM, declined more than 17% during the first six months of the year, underperforming its category by …
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IGNAX Ivy Global Natural Resources A Fund Analysis, Report, Research, 5 Star Rating – Morningstar
An investment in this mutual fund isn't smooth sailing, but the patient will be rewarded.
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Raising Uncertainty Rating for WDR
… growth has come from the wholesale channel, with just two funds, Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX , receiving the majority of the inflows. While still a top-tier fund with $20 billion in managed assets, Ivy Asset Strategy …
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Our Top Two Picks in the Asset Management Industry
… due to the strong relative performance of its two largest funds, Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX . However, Waddell & Reed may see those inflows diminish, given that performance has fallen off this year. With these two …
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WDR Admits Role in Flash Crash
… Reed has had tremendous success driving investor inflows into its Ivy Asset Strategy WASAX and Ivy Global Natural Resources IGNAX funds during the last few years using third - party distributors . With the firm's Asset Strategy fund being a heavy user …