Waddell & Reed, Ivy Funds Ranked at Top of Barron’s List of “Best Mutual Fund Families of 2007” 

“The Brewer Team” of Waddell & Reed, Rockville, Indiana 2-27 2008/– Waddell & Reed Advisors Funds and Ivy Funds are featured prominently in the list of “Best Mutual Fund Families of 2007,” as ranked and published by Barron’s. According to the newspaper, Waddell & Reed Advisors Funds were the top ranked fund family, and Ivy Funds ranked number eight. A total of 67 fund families were ranked.  

Many components go into developing a long-term investment strategy, perhaps none more critical than performance. You know your financial foundation should be built from a selection of investment products that strive to consistently generate strong returns, especially in volatile markets. But do you know where to find such products? Consider a company that stands behind more than seven decades of performance.

As a Waddell & Reed financial advisor, I invite you to take a closer look at the top-ranked company in the 2007 Lipper/Barron's Fund Families Survey: Waddell & Reed. The 2007 survey, as published in a Feb 4. 2008, article in Barron's, ranked 67 mutual-fund firms on overall performance as of Dec. 31, 2007. They took into account asset-weighted returns in five categories: domestic equity, world equity (including international and global portfolios), mixed equity (stocks and bonds), taxable bonds and tax-exempt funds. Family rankings were also based on performance of each fund at net asset value within each Fund's Lipper peer group.

Joining Waddell & Reed as a strong performer last year, the Ivy Funds (also offered through Waddell & Reed) earned an eighth-place ranking for the same survey. And over the most recent five-year period, Ivy and Waddell & Reed were ranked seventh and 23rd, out of 61 firms respectfully, according to the article. For the most recent 10 years, Ivy was 15th with Waddell & Reed claiming the ninth position out of 52 firms.

While we cannot guarantee future performance, we can promise our porducts will continue to be expertly managed by our team of highly skilled fund managers. I would be happy to meet with you in person to discuss Waddell & Reeds investment products and how they could augment your long-term financial goals. Please do not hesitate to contact me at 888-569-6690 and/or wbrewer40265@wradvisors.com should you have any questions.

The CLICK-HERE (below) is the link to my website and the article, Barron's, The Best Mutual Fund Families.

Click Here

 

Irvin Wayne & Bette Anne Brewer
 

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for any of the Waddell & Reed Advisors or Ivy Funds, call your financial advisor or visit www.waddell.com. Please read the prospectus carefully before investing. 

Investment return and principal value will fluctuate, and it is possible to lose money by investing. Past performance is not a guarantee of future results. 

Waddell & Reed, Inc. and Ivy Funds Distributor, Inc. distribute the Waddell & Reed Advisor funds and the Ivy Funds, respectively.

Wayne and Bette Brewer travel to China in June

The Brewers will be traveling in China from June 10-30 of this year.  Part of the reason for the trip is to learn more about China's economy, which will help Wayne in his work with Waddell and Reed, Inc.  Then, as travelers, Wayne and Bette will see some of the famous sites in China, including the progress on the 3-Gorges Dam.  Wayne will be doing his weekly radio program, Focus on Finance via cell phone from China for the next three weeks.  The program can be heard live Sundays from 8:45-9am on Gold 104.9, WAXI (Rockville, Terre Haute, IN) and on-line at www.waxifm.com.  The programs are also available through the week through the link on the left side of this page.  When Wayne and Bette return, we will add to this story, letting you know what they learned in China.  Also always, Wayne and Bette will remain "always on call" at 317-437-3909.  But if you can, wait 'til they return!

The Crest Award & Bette Anne Brewer
 

Press Release… Rockville, IN and Shawnee Mission, KS – Waddell & Reed, Inc. of Shawnee Mission, Kansas, is pleased to announce that Bette Anne Brewer, a Financial Advisor with Waddell and Reed, Inc., was recently presented with the “Crest Award” for her efforts in helping clients during the year 2006. The prestigious “Crest Award” is awarded each year to top advisors from within Waddell & Reed, Inc, and to those that have achieved a high level of personal production and client satisfaction that has exceeded the norm.

Both Bette and Wayne will be joining other Waddell & Reed “Crest Awards” winners on a journey to explore the investment opportunities of mainland China and Hong Kong.  During this trip they will lunch on the Great Wall of China, tour the Forbidden City, and visit other sites of Beijing, before touring Xi’an. They will then take a cruise on the Yangtze River Three Gorges area to Shanghai, Guilin before departing from Hong Kong back to Indiana. They will be reviewing the growth impact of these areas for possible investments for their clients.

Press Release… Rockville, IN and Brazil, IN – The “William E. Eaglesfield House” owner, Mr. Robert Hein of Brazil, announced today the future opening of “The House of Hein, Livery Stable Antique Mall”. The “William E. Eaglesfield House Estate” which sets east of Brazil, IN on Old National Road (U.S. 40) was constructed in 1855 and is listed in the “National Register of Historical Homes”. Mr. William E. Eaglesfield, a railroad entrepreneur, later completed a poplar wood 3 story barn in 1895, which is also listed on several “Register’s.” Local legend has it as one of the most photographed barns in the United States and was used during the Abraham Lincoln administration as a watering hole and rest stop while traveling back and forth to Washington, D.C. on the Old National Highway (now U.S. 40). It is also believed that James Hoffa and Al Capone also ate in the “Eaglesfield House” restaurant during their visits to the local area. 

Since the Pre-Civil War construction, the “Eaglesfield House” has served as a personal home for several families, a way station, a restaurant, a motel and apartment house and totally self sustaining Northern Plantation, with smoke house, fresh water well, grape harbor and fruit trees along with several acres of garden. The barn at one time housed up to 40 horses and other livestock to provide food and livelihood to the owners.

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