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 2008-08-26
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Waddell & Reed Adv Asset Strategy Y WYASX IH --- 0 13.19 21.75 19.30 13.68
Waddell & Reed Adv Asset Strategy A UNASX IH 5.75 500 12.85 21.36 18.88 13.27
Waddell & Reed Adv Asset Strategy A LW UNASX.LW IH --- 500 12.85 21.36 18.88 13.27
Waddell & Reed Adv Asset Strategy C WCASX IH --- 500 11.87 20.36 17.87 ---
Waddell & Reed Adv Asset Strategy B WBASX IH --- 500 11.85 20.32 17.86 ---
Ivy Asset Strategy A WASAX IH 5.75 500 10.98 20.00 18.01 ---
Ivy Asset Strategy A Load Waived WASAX.LW IH --- 500 10.98 20.00 18.01 ---
Ivy Asset Strategy Y WASYX IH --- 0 10.89 19.99 18.05 12.99
Ivy Asset Strategy C WASCX IH --- 500 10.13 19.12 17.11 12.05
Ivy Asset Strategy B WASBX IH --- 500 10.09 19.05 17.02 ---
BlackRock Global Allocation I MALOX IH --- 2000000 0.51 10.20 13.02 10.99
BlackRock Global Allocation A MDLOX IH 5.25 1000 0.22 9.91 12.73 10.72
BlackRock Global Allocation A LW MDLOX.LW IH --- 1000 0.22 9.91 12.73 10.72
First Eagle Global I SGIIX IH --- 1000000 -3.26 9.90 14.30 13.82
First Eagle Global A SGENX IH 5.00 2500 -3.49 9.64 14.02 13.57
First Eagle Global A Load Waived SGENX.LW IH --- 2500 -3.49 9.64 14.02 13.57
BlackRock Global Allocation R MRLOX IH --- 1000 -0.12 9.58 12.41 ---
Thornburg Investment Income Builder A LW TIBAX.LW IH --- 5000 -8.23 9.36 12.92 ---
GMO Benchmark-Free Allocation III GBMFX IH --- 10000000 -0.10 9.30 14.14 ---
BlackRock Global Allocation C MCLOX IH --- 1000 -0.51 9.07 11.87 9.86
BlackRock Global Allocation B MBLOX IH --- 1000 -0.59 9.02 11.84 9.86
First Eagle Global C FESGX IH --- 2500 -4.21 8.81 13.17 ---
Thornburg Investment Income Builder I TIBIX IH --- 2500000 -10.34 8.79 --- ---
Loomis Sayles Global Markets Y LSWWX IH --- 100000 -2.88 8.58 12.14 11.96
Calamos Global Growth & Income I CGCIX IH --- 1000000 -9.02 8.45 9.91 8.27
*10 year return calculated as of 2008-07-31