September 18, 2014 6:26 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

United States

Founded in 2001

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

President
Age: 72
Principal Financial Officer
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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