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Breaking Your Belief Limits
You’ve taught your clients about retirement planning, have you considered your own?
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
We stand for a legacy of expertise, focused on delivering strong, long-term results. Our name reflects our progressive product offerings and growing global presence as we continue to adapt to the needs of investors.
Find out where our investment products rank among our industry peers.
Ivy Funds Among Barron’s “Best Mutual Fund Families”
Top 5 in 10-year period six straight years;
Ivy Funds again turned in a strong showing in Barron’s latest “Best Mutual Fund Families,” ranking No. 5 over the last 10 year period, out of 52 firms.
While short-term performance often grabs fleeting attention, most investors need long-term results. Ivy Funds has appeared in the top five of the 10-year ranking since 2010.
Consecutive top 5 rankings for Ivy Funds
5out of 52 firms
3 out of 48 firms
1out of 48 firms
2out of 46 firms
5out of 45 firms
5out of 46 firms
Source: Barron's (years ending 12/31)
“Over longer periods, and across differing market cycles, our rigorous investment process has led to solid results for investors. We prefer to judge performance across several years, as the majority of our investors have long-term goals and aspirations. We’re pleased to see that these rankings have continued to validate our process."– Henry J. Herrmann, Chairman and CEO of Waddell & Reed Financial, Inc., parent company to Ivy Funds
Barron’s rankings (published Feb. 6, 2016) are based on asset-weighted returns in five categories: domestic equity, world equity (including international and global portfolios), mixed asset (stocks and bonds), taxable bonds and tax exempt bonds. Rankings also take into account an individual fund’s performance within its Lipper peer group. Sales charges are not included in the calculation of returns, and the ranking period included time periods during which some funds’ returns were affected by expense reduction arrangements. For the 5-year period ended 12/31/15, Ivy Funds ranked 38 out of 58 firms. For the one-year period ended 12/31/15, Ivy Funds ranked 58 out of 67 firms.
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.