July 26, 2017 8:13 AM ET

Capital Markets

Company Overview of Waddell & Reed Advisors Funds - Waddell & Reed Advisors Core Investment Fund

Company Overview

Waddell & Reed Advisors Funds - Waddell & Reed Advisors Core Investment Fund is an open-ended equity mutual fund launched and managed by Waddell & Reed Investment Management Co. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund invests in stocks of companies across all market capitalizations with a focus on large cap companies with market capitalizations of at least $10 billion. It employs fundamental analysis with a top-down and bottom-up stock picking approach focusing on factors such as companies that are high-quality, globally dominant, have sustainable competitive advantages and po...

6300 Lamar Avenue

Overland Park, KS 66202

United States

Founded in 1940

Key Executives for Waddell & Reed Advisors Funds - Waddell & Reed Advisors Core Investment Fund

Principal Executive Officer, President and Director
Age: 75
Principal Financial Officer and Vice President
Age: 74
Principal Accounting Officer, Vice President and Treasurer
Age: 48
Vice President and Secretary
Age: 53
Chief Compliance Officer
Age: 49
Compensation as of Fiscal Year 2017.

Waddell & Reed Advisors Funds - Waddell & Reed Advisors Core Investment Fund Key Developments

Waddell & Reed Advisors Funds - Waddell & Reed Advisors Accumulative Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Asset Strategy Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Bond Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Cash Management Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Continental Income Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Core Investment Fund, Waddell & Reed Advisors Funds - Waddell & Re

Waddell & Reed Advisors Funds - Waddell & Reed Advisors Accumulative Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Asset Strategy Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Bond Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Cash Management Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Continental Income Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Core Investment Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Dividend Opportunities Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Energy Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Global Bond Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Global Growth Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Government Securities Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors High Income Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Municipal Bond Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors New Concepts Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Science and Technology Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Small Cap Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Tax-Managed Equity Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Value Fund, Waddell & Reed Advisors Funds - Waddell & Reed Advisors Vanguard Fund, Waddell & Reed Municipal High Income Fund, Annual General Meeting, May 15, 2017, at 15:00 Central Standard Time. Location: at 6300 Lamar Avenue Overland Park, KS 66202 United States Agenda: To amend the Trust’s Amended and Restated Agreement and Declaration of Trust; to update certain of the Funds’ fundamental investment restrictions; to amend the Trust’s Investment Management Agreement to permit the use of sub-advisers; to approve a “manager of managers” structure for each Fund; to elect eleven trustees to the Board of Trustees of the Trust; and to transact such other business as may properly come before the Meeting or any adjournments thereof.

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