WADDELL REED FINANCIAL, INC. 401(K) AND THRIFT PLAN
Investment Model Portfolios
Total Available Funds: 40
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
CASH |
Cash equivalents |
| ROOT |
unknow |
Accrued income |
| World Allocation |
UNASX |
Waddell Reed Advisors Group Asset Strategy Funds |
| ROOT |
CASH |
Waddell Reed Advisors Group Cash Management Funds |
| Moderate Allocation |
UNCIX |
Waddell Reed Advisors Group Continental Income Funds |
| Equity Energy |
VGENX |
Waddell Reed Advisors Group Energy Funds |
| Technology |
UNSCX |
Waddell Reed Advisors Group Science and Technology Funds |
| World Allocation |
IASRX |
Ivy Asset Strategy Funds |
| ROOT |
unknow |
Ivy Cundill Global Value Funds |
| Natural Resources |
IGNRX |
Ivy Global Natural Resources Funds |
| World Allocation |
IIBIX |
Ivy International Balanced Funds |
| Technology |
WSTRX |
Ivy Science And Technology Funds |
|
| US EQUITY |
|
|
| LARGE GROWTH |
UNACX |
Waddell Reed Advisors Group of Accumulative |
| LARGE GROWTH |
UNCMX |
Waddell Reed Advisors Group Core Investment Funds |
| LARGE BLEND |
WDVAX |
Waddell Reed Advisors Group Dividend Opportunities Funds |
| Mid-Cap Growth |
UNECX |
Waddell Reed Advisors Group New Concepts Funds |
| Small Growth |
UNSAX |
Waddell Reed Advisors Group Small Cap Funds |
| LARGE VALUE |
WVAAX |
Waddell Reed Advisors Group Value Funds |
| LARGE GROWTH |
UNVGX |
Waddell Reed Advisors Group Vanguard Funds |
| LARGE GROWTH |
IVAIX |
Ivy Capital Appreciation Funds |
| LARGE GROWTH |
ICIEX |
Ivy Core Equity Funds |
| LARGE GROWTH |
WLGRX |
Ivy Large Cap Growth Funds |
| Small Growth |
IGWIX |
Ivy Micro Cap Growth Funds |
| Mid-Cap Growth |
WMGRX |
Ivy Mid Cap Growth Funds |
| Small Growth |
WSGRX |
Ivy Small Cap Growth Funds |
| SMALL BLEND |
IVVIX |
Ivy Small Cap Value Funds |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
UNBDX |
Waddell Reed Advisors Group Bond Fund |
| WORLD BOND |
UNHHX |
Waddell Reed Advisors Group Global Bond Funds |
| Intermediate Government |
UNGVX |
Waddell Reed Advisors Group Government Securities Funds |
| High Yield Bond |
UNHIX |
Waddell Reed Advisors Group High Income Funds |
| Intermediate-Term Bond |
IVBIX |
Ivy Bond Funds |
| High Yield Bond |
IVHIX |
Ivy High Income Funds |
| Short-Term Bond |
ILTIX |
Ivy Limited-Term Bond Funds |
| Intermediate-Term Bond |
IMFIX |
Ivy Mortgage Securities Funds |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Growth |
UNCGX |
Waddell Reed Advisors Group International Growth Funds |
| EUROPE STOCK |
IEOIX |
Ivy European Opportunities Funds |
| 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 |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
IRSRX |
Ivy Real Estate Securities Funds |
|
The following is a moderate-risk model portfolio constructed from the investment options of WADDELL REED FINANCIAL, INC. 401(K) AND THRIFT PLAN.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
