Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
WADDELL & REED INVESTED PORTFOLIOS, WADDELL & REED INVESTED PORTFOLIOS INC
SEC CIK
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
30 Aug 22
N-CEN
Annual report (registered investment company)
10 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
3 Mar 22
N-CSRS/A
Certified semi-annual shareholder report (management investment company) (amended)
11 Feb 22
DEF 14C
Information statement
11 Feb 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
3 Sep 21
N-PX
Annual report of proxy voting record
31 Aug 21
DEFA14A
Additional proxy soliciting materials
17 Mar 21
N-CEN
Annual report (registered investment company)
11 Mar 21
DEFA14A
Additional proxy soliciting materials
9 Mar 21
Latest ownership filings
NPORT-P
InvestEd 60 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 40 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 20 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 90 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 10 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 70 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 80 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 50 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 0 Portfolio (Mar 2022 report)
27 May 22
NPORT-P
InvestEd 30 Portfolio (Mar 2022 report)
27 May 22
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
InvestEd 0 Portfolio | WFXPX | -0.04 | -0.61 | -1.74 | 48.50 mm | 5 | Mar 2022 |
InvestEd 10 Portfolio | WAAFX | -0.04 | -1.11 | -1.63 | 48.22 mm | 19 | Mar 2022 |
InvestEd 20 Portfolio | WICPX | -0.05 | -1.36 | -1.37 | 53.90 mm | 22 | Mar 2022 |
InvestEd 30 Portfolio | WAAGX | -0.05 | -1.73 | -1.28 | 45.32 mm | 22 | Mar 2022 |
InvestEd 40 Portfolio | WICAX | -0.06 | -1.94 | -0.90 | 51.69 mm | 22 | Mar 2022 |
InvestEd 50 Portfolio | WAAHX | -0.06 | -2.21 | -0.57 | 34.40 mm | 22 | Mar 2022 |
InvestEd 60 Portfolio | WBLAX | -0.06 | -2.57 | -0.19 | 57.89 mm | 22 | Mar 2022 |
InvestEd 70 Portfolio | WAGRX | -0.07 | -2.79 | 0.16 | 108.35 mm | 22 | Mar 2022 |
InvestEd 80 Portfolio | WAAJX | -0.07 | -3.11 | 0.53 | 15.29 mm | 22 | Mar 2022 |
InvestEd 90 Portfolio | WAGPX | -0.07 | -3.36 | 0.89 | 14.25 mm | 22 | Mar 2022 |