Top 25 World Allocation Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Waddell & Reed Asset Strategy Y WYASX IH --- 0 41.67 11.59 15.69 11.88
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 41.10 11.48 15.57 11.82
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 41.10 11.48 15.57 11.82
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 41.10 11.48 15.57 11.82
Waddell & Reed Asset Strategy A UNASX IH 5.75 500 41.14 11.25 15.32 11.49
Waddell & Reed Asset Strategy A LW UNASX.LW IH --- 500 41.14 11.25 15.32 11.49
Waddell & Reed Asset Strategy C WCASX IH --- 500 40.05 10.34 14.36 10.58
Ivy Asset Strategy A WASAX IH 5.75 500 40.18 10.28 14.39 ---
Ivy Asset Strategy Y WASYX IH --- 0 40.27 10.26 14.40 11.20
Waddell & Reed Asset Strategy B WBASX IH --- 500 39.90 10.25 14.30 10.54
Forester Discovery INTLX IH --- 2500 31.25 9.86 7.10 4.63
Ivy Asset Strategy C WASCX IH --- 500 39.11 9.43 13.53 10.29
Ivy Asset Strategy B WASBX IH --- 500 38.96 9.34 13.43 ---
PIMCO All Asset All Authority Inst PAUIX IH --- 5000000 35.75 7.53 6.70 ---
PIMCO All Asset All Authority D PAUDX IH --- 1000 35.26 6.97 --- ---
PIMCO All Asset All Authority A PAUAX IH 3.75 1000 34.88 6.89 --- ---
GMO Benchmark-Free Allocation III GBMFX IH 0.09 0 23.98 6.74 10.08 ---
PIMCO All Asset All Authority A LW PAUAX.LW IH --- 1000 33.09 6.35 --- ---
PIMCO All Asset All Authority C PAUCX IH --- 1000 33.97 6.08 --- ---
BlackRock Global Allocation FVUSA000JQ IH --- 0 39.88 5.48 8.87 6.43
BlackRock Global Allocation FVUSA000JQ IH --- 0 39.88 5.48 8.87 6.43
BlackRock Global Allocation FVUSA000JQ IH --- 0 39.88 5.48 8.87 6.43
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 38.25 5.41 8.70 6.22
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 38.25 5.41 8.70 6.22
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 38.25 5.41 8.70 6.22
*10 year return calculated as of 2009-10-31