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Summary

Data quoted is past performance and current performance may be lower or higher. Past performance is no guarantee of future results. Investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost.

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Prices & Returns
POP as of 10/18/2017
Average Annual Total Returns
POP as of 9/30/2017
Expense
Ratios
UNACX Waddell & Reed Advisors Accumulative Fund 1 $10.22 ($0.03) 10.37% 5.06% 5.27% 10.66% 4.64% 10.14% 10/9/1940 1.12%
UNCXX Waddell & Reed Advisors Cash Management Fund 2 $1.00 $0.00 0.28% 0.27% 0.11% 0.07% 0.46% 4.54% 8/23/1979 0.73% 0.73%
UNCIX Waddell & Reed Advisors Continental Income Fund 3 $9.83 ($0.02) 7.81% 0.66% 2.00% 6.34% 5.37% 9.05% 6/9/1970 1.12% 1.16%
UNCGX Waddell & Reed Advisors Global Growth Fund $13.44 $0.01 20.43% 9.29% 3.93% 7.23% 2.79% 8.96% 6/3/1970 1.42% 1.42%
UNHIX Waddell & Reed Advisors High Income Fund $6.78 $0.01 6.81% 3.38% 2.24% 4.99% 6.91% 8.02% 7/9/1979 1.04% 1.04%
UMUHX Waddell & Reed Advisors Municipal High Income Fund 4 $4.74 $0.00 3.43% -4.66% 1.53% 2.48% 4.09% 6.15% 1/21/1986 0.88% 0.88%
UNECX Waddell & Reed Advisors New Concepts Fund 5 $11.23 ($0.01) 19.47% 11.24% 5.78% 9.97% 7.91% 10.57% 6/9/1983 1.33% 1.38%
UNSCX Waddell & Reed Advisors Science and Technology Fund $18.06 $0.05 32.41% 20.85% 6.16% 13.93% 9.54% 11.63% 5/16/1950 1.28% 1.28%
UNSAX Waddell & Reed Advisors Small Cap Fund 6 $18.02 $0.09 17.62% 15.33% 10.63% 12.16% 8.41% 9.00% 10/4/1999 1.38% 1.45%
UNVGX Waddell & Reed Advisors Vanguard Fund 7 $11.32 $0.01 24.12% 13.35% 9.16% 13.01% 6.50% 9.52% 10/20/1969 1.15% 1.15%
UNASX Waddell & Reed Advisors Wilshire Global Allocation Fund 8 9 $8.99 $0.01 13.37% 4.09% -1.96% 3.26% 3.33% 8.47% 3/9/1995 1.21% 1.14%

1 Fee Waiver and/or Expense Reimbursement: Through October 31, 2017, Waddell & Reed Investment Management Company (WRIMCO), the Fund’s investment manager, Waddell & Reed, Inc. (Waddell & Reed), the Fund’s distributor, and / or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Fund’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and / or shareholder servicing fees to cap the total annual ordinary fund operating expenses as follows: Class B shares at 2.29%, Class C shares at 2.07%, and Class Y shares at 0.87%. Prior to that date, the expense limitation may not be terminated by WRIMCO, Waddell & Reed, WISC or the Board of Trustees.

2 You could lose money by investing in the Waddell and Reed Advisors Cash Management Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

3 Fee Waiver and/or Expense Reimbursement: Through October 31, 2017, Waddell & Reed Investment Management Company (WRIMCO), the Fund’s investment manager, Waddell & Reed, Inc. (Waddell & Reed), the Fund’s distributor, and / or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Fund’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and / or shareholder servicing fees to cap the total annual ordinary fund operating expenses as follows: Class A shares at 1.12%, Class B shares at 2.29%, Class C shares at 2.01%, Class Y at 0.88%. Prior to that date, the expense limitation may not be terminated by WRIMCO, Waddell & Reed, WISC or the Board of Trustees.

4 Fee Waiver and/or Expense Reimbursement: Through January 31, 2018, Waddell & Reed Investment Management Company (WRIMCO), the Fund’s investment manager, Waddell & Reed, Inc., the Fund’s distributor, and/or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Fund’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and/or shareholder servicing fees to cap the total annual ordinary fund operating expenses (which would exclude interest, taxes, brokerage commissions, acquired fund fees and expenses and extraordinary expenses, if any) as follows: Class B shares at 1.81%, Class C shares at 1.70% and Class Y shares at 0.71%. Prior to that date, the expense limitation may not be terminated without the consent of the Board of Trustees.

5 Fee Waiver and/or Expense Reimbursement: Through October 31, 2017, Waddell & Reed Investment Management Company (WRIMCO), the Fund’s investment manager, Waddell & Reed, Inc. (Waddell & Reed), the Fund’s distributor, and / or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Fund’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and / or shareholder servicing fees to cap the total annual ordinary fund operating expenses as follows: Class A shares at 1.33%, Class B shares at 2.53%, Class C shares at 2.34%, Class Y at 1.04%. Prior to that date, the expense limitation may not be terminated by WRIMCO, Waddell & Reed, WISC or the Board of Trustees.

6 Fee Waiver and/or Expense Reimbursement: Through October 31, 2017, Waddell & Reed Investment Management Company (WRIMCO), the Fund’s investment manager, Waddell & Reed, Inc. (Waddell & Reed), the Fund’s distributor, and / or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Fund’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and / or shareholder servicing fees to cap the total annual ordinary fund operating expenses as follows: Class A shares at 1.38%, Class B shares at 2.55%, Class C shares at 2.28%. Prior to that date, the expense limitation may not be terminated by WRIMCO, Waddell & Reed, WISC or the Board of Trustees.

7 Fee Waiver and/or Expense Reimbursement: Through October 31, 2017, Waddell & Reed Investment Management Company (WRIMCO), the Fund’s investment manager, Waddell & Reed, Inc. (Waddell & Reed), the Fund’s distributor, and / or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Fund’s transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees and / or shareholder servicing fees to cap the total annual ordinary fund operating expenses as follows: Class A shares at 2.31%, Class B shares at 2.12%, Class C shares at 0.87%. Prior to that date, the expense limitation may not be terminated by WRIMCO, Waddell & Reed, WISC or the Board of Trustees.

8 Fee Waiver and/or Expense Reimbursement: Through October 31, 2018, Waddell & Reed Investment Management Company (WRIMCO), the Fund's investment manager, Waddell & Reed, Inc., the Fund's distributor, and/or Waddell & Reed Services Company, doing business as WI Services Company (WISC), the Fund's transfer agent, have contractually agreed to reimburse sufficient management fees, 12b-1 fees, shareholder servicing fees and/or acquired fund fees and expenses to cap the total annual ordinary fund operating expenses (which would exclude interest, taxes, brokerage commissions and extraordinary expenses, if any) for the Fund's Class A shares at 1.14%, Class B at 2.01%, Class C shares at 1.91% and Class Y shares at 0.83%. Prior to that date, the expense limitation may not be terminated without the consent of the Board of Trustees. Certain common expenses applicable to all share classes also may be waived to cap total annual ordinary fund operating expenses, which may serve to reduce the expense ratio of certain share classes below its respective expense cap.

9 Effective May 18, 2017, the name of the Fund changed from Waddell & Reed Advisors Asset Strategy Fund to Waddell & Reed Advisors Wilshire Global Allocation Fund, and the Fund changed its investment strategy to operate as a “fund of funds.” The Fund’s performance prior to that date reflects the Fund’s former strategy; its performance may have differed if the Fund’s current strategy had been in place.

Yields

Yields as of 9/30/2017
UNACX Waddell & Reed Advisors Accumulative Fund
UNCXX Waddell & Reed Advisors Cash Management Fund
UNCIX Waddell & Reed Advisors Continental Income Fund 1.80% 1.70%
UNCGX Waddell & Reed Advisors Global Growth Fund
UNHIX Waddell & Reed Advisors High Income Fund 6.64% 6.26%
UMUHX Waddell & Reed Advisors Municipal High Income Fund 4.35% 4.17%
UNECX Waddell & Reed Advisors New Concepts Fund
UNSCX Waddell & Reed Advisors Science and Technology Fund
UNSAX Waddell & Reed Advisors Small Cap Fund
UNVGX Waddell & Reed Advisors Vanguard Fund
UNASX Waddell & Reed Advisors Wilshire Global Allocation Fund

Rankings

Rankings (Fund/Category) as of 9/30/2017
UNACX Waddell & Reed Advisors Accumulative Fund Multi-Cap Core Funds 724/773 473/649 396/569 301/389
UNCXX Waddell & Reed Advisors Cash Management Fund Money Market Funds 85/115 60/87 60/87 37/82
UNCIX Waddell & Reed Advisors Continental Income Fund Mixed-Asset Target Alloc Growth Funds 487/503 416/450 352/420 55/313
UNCGX Waddell & Reed Advisors Global Growth Fund Global Large-Cap Growth Funds 93/135 94/113 79/94 44/59
UNHIX Waddell & Reed Advisors High Income Fund High Current Yield Funds 83/669 321/570 61/460 29/302
UMUHX Waddell & Reed Advisors Municipal High Income Fund High Yield Municipal Debt Funds 146/159 126/138 88/111 24/79
UNECX Waddell & Reed Advisors New Concepts Fund Mid-Cap Growth Funds 194/376 270/356 241/309 32/225
UNSCX Waddell & Reed Advisors Science and Technology Fund Science & Technology Funds 77/171 135/149 101/140 55/124
UNSAX Waddell & Reed Advisors Small Cap Fund Small-Cap Growth Funds 136/550 120/493 155/448 43/337
UNVGX Waddell & Reed Advisors Vanguard Fund Large-Cap Growth Funds 304/658 267/592 221/532 273/387
UNASX Waddell & Reed Advisors Wilshire Global Allocation Fund Flexible Portfolio Funds 265/634 424/465 268/362 82/162

Documents & Prospectuses

Fund Name Fund Fact Sheet Summary Prospectus Prospectus XBRL Annual
Report
Semi-Annual Report SAI Quarterly
Fund
Commentary
Waddell & Reed Advisors Accumulative Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors Cash Management Fund Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document)
Waddell & Reed Advisors Continental Income Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors Global Growth Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors High Income Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors Municipal High Income Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors New Concepts Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors Science and Technology Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors Small Cap Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors Vanguard Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)
Waddell & Reed Advisors Wilshire Global Allocation Fund Fund Fact Sheet (PDF Document) Summary Prospectus (PDF Document) Prospectus (PDF Document) XBRL (External Link) Annual Report (PDF Document) Semi-Annual Report (PDF Document) SAI (PDF Document) Quarterly Fund Commentary (PDF Document)