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March 06, 2015 3:55 PM ET

Capital Markets

Company Overview of InvestEd Portfolios - Waddell & Reed InvestED Conservative Portfolio

Company Overview

InvestEd Portfolios - InvestED Conservative Portfolio is an open ended balanced fund of fund launched and managed by Waddell & Reed Investment Management Co. It seeks to invest in other Waddell & Reed Advisors bond and income-producing mutual funds which in turn invests in public equity and fixed inc0me markets of the United States. The fund benchmarks the performance of its portfolio against S&P 500 Index and Citigroup Broad Investment Grade Index. InvestEd Portfolios - Waddell & Reed InvestED Conservative Portfolio was formed on October 1, 2001 and is domiciled in the United States.

6300 Lamar Avenue

Shawnee Mission

Overland Park, KS 66202-4247

United States

Founded in 2001

Key Executives for InvestEd Portfolios - Waddell & Reed InvestED Conservative Portfolio

President, Director, Chairman of Executive Committee and Member of Valuation Committee
Age: 72
Principal Financial Officer, Principal Accounting Officer, Vice President and Treasurer
Age: 45
General Counsel and Senior Vice President
Age: 49
Chief Compliance Officer and Vice President
Age: 46
Senior Vice President
Compensation as of Fiscal Year 2014.

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To contact InvestEd Portfolios - Waddell & Reed InvestED Conservative Portfolio, please visit www.waddell.com/mutual-funds/fund-detail/InvestEd-529/Conservative-Portfolio/A/803. Company data is provided by Capital IQ. Please use this form to report any data issues.

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