Waddell & Reed Target Date Funds
GPTKB entity
Statements (49)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:fund
|
| gptkbp:available_in |
Retirement accounts
Taxable accounts |
| gptkbp:client_base |
Individual investors
|
| gptkbp:dividend_yield |
Reinvested or paid out
|
| gptkbp:financial_performance |
Varies by rating agency
|
| gptkbp:financial_support |
Waddell & Reed Funds
|
| gptkbp:frequency |
gptkb:Annual
|
| gptkbp:fund_availability |
Available to U. S. investors
|
| gptkbp:fund_closure_policy |
Subject to closure
|
| gptkbp:funding |
gptkb:Bonds
Equities Varies by fund |
| gptkbp:has_diversity_initiatives |
Broad diversification
|
| https://www.w3.org/2000/01/rdf-schema#label |
Waddell & Reed Target Date Funds
|
| gptkbp:inception |
Varies by fund
|
| gptkbp:investment |
Liquidity risk
Long-term investors Market risk Long-term growth Credit risk Long-term focus Retirement income Varies by fund Inflation risk Interest rate risk Retirement savers Annual shareholder meeting Until target date |
| gptkbp:investment_strategy |
Target date investing
|
| gptkbp:is_funded_by |
Distributions may vary
Waddell & Reed investment team |
| gptkbp:is_monitored_by |
Regular performance updates
|
| gptkbp:managed_by |
Waddell & Reed Financial, Inc.
|
| gptkbp:management |
Active management
|
| gptkbp:market |
Daily liquidity
|
| gptkbp:marketing_strategy |
Targeted marketing
|
| gptkbp:mentor |
Available through financial advisors
|
| gptkbp:performance |
Varies by fund
Custom benchmark |
| gptkbp:portfolio_company |
Dynamic asset allocation
|
| gptkbp:rating |
Regular performance reviews
|
| gptkbp:regulatory_body |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:retirement_year |
Year of retirement
|
| gptkbp:risk_management |
Varies by fund
|
| gptkbp:shares |
Multiple share classes
|
| gptkbp:type_of |
Tax-deferred growth
|
| gptkbp:bfsParent |
gptkb:Waddell_&_Reed
|
| gptkbp:bfsLayer |
7
|