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| Top 25 World Allocation Funds |
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| 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 |