MyPlanIQ 401k Investor WADDELL REED FINANCIAL, INC. 401(K) AND THRIFT PLAN

WADDELL REED FINANCIAL, INC. 401(K) AND THRIFT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 38
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IRSRX Ivy Real Estate Securities Funds
INTERNATIONAL EQUITY
Foreign Large Blend ICEIX Ivy International Core Equity Funds
Foreign Large Growth IGIIX Ivy International Growth Funds
PACIFIC/ASIA EX-JAPAN STK IPOIX Ivy Pacific Opportunities Funds
Others
Equity Energy VGENX Waddell Reed Advisors Group Energy Funds
World Allocation IASRX Ivy Asset Strategy Funds
Technology WSTRX Ivy Science And Technology Funds
FIXED INCOME
High Yield Bond IVHIX Ivy High Income Funds
Intermediate-Term Bond IVBIX Ivy Bond Funds
Intermediate-Term Bond IMFIX Ivy Mortgage Securities Funds
Total Available Funds: 38
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IRSRX Ivy Real Estate Securities Funds
INTERNATIONAL EQUITY
Foreign Large Blend ICEIX Ivy International Core Equity Funds
Foreign Large Growth IGIIX Ivy International Growth Funds
PACIFIC/ASIA EX-JAPAN STK IPOIX Ivy Pacific Opportunities Funds
EUROPE STOCK IEOIX Ivy European Opportunities Funds
Foreign Large Growth UNCGX Waddell Reed Advisors Group International Growth Funds
Others
Equity Energy VGENX Waddell Reed Advisors Group Energy Funds
World Allocation IASRX Ivy Asset Strategy Funds
Technology WSTRX Ivy Science And Technology Funds
Natural Resources IGNRX Ivy Global Natural Resources Funds
Technology UNSCX Waddell Reed Advisors Group Science and Technology Funds
World Allocation IIBIX Ivy International Balanced Funds
Moderate Allocation UNCIX Waddell Reed Advisors Group Continental Income Funds
ROOT CASH Waddell Reed Advisors Group Cash Management Funds
World Allocation UNASX Waddell Reed Advisors Group Asset Strategy Funds
ROOT CASH Cash equivalents
FIXED INCOME
High Yield Bond IVHIX Ivy High Income Funds
Intermediate-Term Bond IVBIX Ivy Bond Funds
Intermediate-Term Bond IMFIX Ivy Mortgage Securities Funds
Short-Term Bond ILTIX Ivy Limited-Term Bond Funds
High Yield Bond UNHIX Waddell Reed Advisors Group High Income Funds
Intermediate Government UNGVX Waddell Reed Advisors Group Government Securities Funds
WORLD BOND UNHHX Waddell Reed Advisors Group Global Bond Funds
Intermediate-Term Bond UNBDX Waddell Reed Advisors Group Bond Fund
US EQUITY
LARGE GROWTH ICIEX Ivy Core Equity Funds
SMALL BLEND IVVIX Ivy Small Cap Value Funds
Mid-Cap Growth WMGRX Ivy Mid Cap Growth Funds
Small Growth WSGRX Ivy Small Cap Growth Funds
LARGE GROWTH WLGRX Ivy Large Cap Growth Funds
Small Growth IGWIX Ivy Micro Cap Growth Funds
LARGE GROWTH IVAIX Ivy Capital Appreciation Funds
LARGE GROWTH UNVGX Waddell Reed Advisors Group Vanguard Funds
LARGE VALUE WVAAX Waddell Reed Advisors Group Value Funds
Small Growth UNSAX Waddell Reed Advisors Group Small Cap Funds
Mid-Cap Growth UNECX Waddell Reed Advisors Group New Concepts Funds
LARGE BLEND WDVAX Waddell Reed Advisors Group Dividend Opportunities Funds
LARGE GROWTH UNCMX Waddell Reed Advisors Group Core Investment Funds
LARGE GROWTH UNACX Waddell Reed Advisors Group of Accumulative
Total Available Funds: 38
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE IRSRX Ivy Real Estate Securities Funds 29% 3 60 0 0.93% 1.82%
INTERNATIONAL EQUITY
Foreign Large Blend ICEIX Ivy International Core Equity Funds 69% 3 60 0 0.79% 0%
Foreign Large Growth IGIIX Ivy International Growth Funds 68% 3 60 0 0.97% 0%
PACIFIC/ASIA EX-JAPAN STK IPOIX Ivy Pacific Opportunities Funds 62% 3 60 0 0.76% 0%
EUROPE STOCK IEOIX Ivy European Opportunities Funds 0% 3 60 0 1.19% 1.64%
Foreign Large Growth UNCGX Waddell Reed Advisors Group International Growth Funds 0% 3 60 0 1.51% 8.84%
Others
Equity Energy VGENX Waddell Reed Advisors Group Energy Funds 97% 3 60 0 0.46% 4.14%
World Allocation IASRX Ivy Asset Strategy Funds 77% 3 60 0 0.88% 1.5%
Technology WSTRX Ivy Science And Technology Funds 48% 3 60 0 0.96% 13.14%
Natural Resources IGNRX Ivy Global Natural Resources Funds 41% 3 60 0 1.08% 0%
Technology UNSCX Waddell Reed Advisors Group Science and Technology Funds 40% 3 60 0 1.36% 9.16%
World Allocation IIBIX Ivy International Balanced Funds 0% 3 60 0 0.91% 0%
Moderate Allocation UNCIX Waddell Reed Advisors Group Continental Income Funds 0% 3 60 0 1.2% 6.36%
ROOT CASH Waddell Reed Advisors Group Cash Management Funds 0% 1 60 0 NA 4.14%
World Allocation UNASX Waddell Reed Advisors Group Asset Strategy Funds 0% 3 60 0 1.14% 0%
ROOT CASH Cash equivalents 0% 1 60 0 NA 4.14%
FIXED INCOME
High Yield Bond IVHIX Ivy High Income Funds 81% 3 60 0 1.72% 7.63%
Intermediate-Term Bond IVBIX Ivy Bond Funds 70% 3 60 0 0.7% 4.4%
Intermediate-Term Bond IMFIX Ivy Mortgage Securities Funds 0% 3 60 0 NA NA
Short-Term Bond ILTIX Ivy Limited-Term Bond Funds 0% 3 60 0 1.03% 2.36%
High Yield Bond UNHIX Waddell Reed Advisors Group High Income Funds 0% 3 60 0 1.1% 5.72%
Intermediate Government UNGVX Waddell Reed Advisors Group Government Securities Funds 0% 3 60 0 1.07% 0.77%
WORLD BOND UNHHX Waddell Reed Advisors Group Global Bond Funds 0% 3 60 0 1.2% 0.95%
Intermediate-Term Bond UNBDX Waddell Reed Advisors Group Bond Fund 0% 3 60 0 0.96% 1.05%
US EQUITY
LARGE GROWTH ICIEX Ivy Core Equity Funds 66% 3 60 0 0.97% 0%
SMALL BLEND IVVIX Ivy Small Cap Value Funds 66% 3 60 0 0.89% 0.36%
Mid-Cap Growth WMGRX Ivy Mid Cap Growth Funds 56% 3 60 0 0.79% 7.16%
Small Growth WSGRX Ivy Small Cap Growth Funds 55% 3 60 0 1.39% 0%
LARGE GROWTH WLGRX Ivy Large Cap Growth Funds 53% 3 60 0 0.89% 3.37%
Small Growth IGWIX Ivy Micro Cap Growth Funds 0% 3 60 0 1.34% 0%
LARGE GROWTH IVAIX Ivy Capital Appreciation Funds 0% 3 60 0 NA NA
LARGE GROWTH UNVGX Waddell Reed Advisors Group Vanguard Funds 0% 3 60 0 1.25% 6.34%
LARGE VALUE WVAAX Waddell Reed Advisors Group Value Funds 0% 3 60 0 1.38% 0%
Small Growth UNSAX Waddell Reed Advisors Group Small Cap Funds 0% 3 60 0 1.54% 14.48%
Mid-Cap Growth UNECX Waddell Reed Advisors Group New Concepts Funds 0% 3 60 0 1.43% 5.95%
LARGE BLEND WDVAX Waddell Reed Advisors Group Dividend Opportunities Funds 0% 3 60 0 1.3% 1.01%
LARGE GROWTH UNCMX Waddell Reed Advisors Group Core Investment Funds 0% 3 60 0 1.14% 0%
LARGE GROWTH UNACX Waddell Reed Advisors Group of Accumulative 0% 3 60 0 1.21% 7.31%
Average Expense Ratio: 1.1%
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Model Portfolios

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:WDR)
The plan consists of 40 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity, Emerging Market Equity and REITs.


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