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 2009-11-06
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 27.32 11.08 15.75 11.88
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 26.92 10.97 15.64 11.82
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 26.92 10.97 15.64 11.82
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 26.92 10.97 15.64 11.82
Waddell & Reed Asset Strategy A UNASX IH 5.75 500 26.94 10.73 15.38 11.49
Waddell & Reed Asset Strategy A LW UNASX.LW IH --- 500 26.94 10.73 15.38 11.49
Forester Discovery INTLX IH --- 2500 25.18 9.90 7.10 4.63
Waddell & Reed Asset Strategy C WCASX IH --- 500 25.88 9.86 14.44 10.58
Waddell & Reed Asset Strategy B WBASX IH --- 500 25.72 9.77 14.38 10.54
Ivy Asset Strategy A WASAX IH 5.75 500 26.15 9.71 14.44 ---
Ivy Asset Strategy A Load Waived WASAX.LW IH --- 500 26.15 9.71 14.44 ---
Ivy Asset Strategy Y WASYX IH --- 0 26.18 9.70 14.46 11.20
Ivy Asset Strategy C WASCX IH --- 500 25.22 8.88 13.60 10.29
Ivy Asset Strategy B WASBX IH --- 500 25.10 8.81 13.48 ---
PIMCO All Asset All Authority Inst PAUIX IH --- 5000000 25.16 7.06 6.58 ---
PIMCO All Asset All Authority D PAUDX IH --- 1000 24.68 6.47 --- ---
PIMCO All Asset All Authority A PAUAX IH 3.75 1000 24.45 6.42 --- ---
PIMCO All Asset All Authority A LW PAUAX.LW IH --- 1000 24.45 6.42 --- ---
GMO Benchmark-Free Allocation III GBMFX IH 0.09 0 16.62 6.34 10.04 ---
PIMCO All Asset All Authority C PAUCX IH --- 1000 23.42 5.62 --- ---
BlackRock Global Allocation FVUSA000JQ IH --- 0 25.94 4.92 8.84 6.43
BlackRock Global Allocation FVUSA000JQ IH --- 0 25.94 4.92 8.84 6.43
BlackRock Global Allocation FVUSA000JQ IH --- 0 25.94 4.92 8.84 6.43
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 24.83 4.87 8.67 6.22
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 24.83 4.87 8.67 6.22
*10 year return calculated as of 2009-10-31