World Allocation

World-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. While these portfolios do explore the whole world, most of them focus on the U.S., Canada, Japan, and the larger markets in Europe. It is rare for such portfolios to invest more than 10% of their assets in emerging markets. These portfolios typically have at least 10% of assets in bonds, less than 70% of assets in stocks, and at least 40% of assets in non-U.S. stocks or bonds. Morningstar®

#1 GMO Strategic Opportunities Allocation Fund (GBATX)

Performance (1-yr.): 17.19% Expenses: 0.55%
Performance (1-mo.): 3.86% Total Assets: $2.44B
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#2 Morgan Stanley Institutional Global Strategist Portfolio (MBAAX)

Performance (1-yr.): 15.73% Expenses: 1.09%
Performance (1-mo.): 3.76% Total Assets: $472.31M
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#3 Highland Global Allocation Fund (HCOAX)

Performance (1-yr.): 31.10% Expenses: 1.16%
Performance (1-mo.): 5.42% Total Assets: $298.3M
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#4 Ivy Asset Strategy Fund (WASAX)

Performance (1-yr.): 21.85% Expenses: 0.98%
Performance (1-mo.): 3.89% Total Assets: $34.27B
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#5 First Eagle Global Fund (SGENX)

Performance (1-yr.): 14.74% Expenses: 1.13%
Performance (1-mo.): 3.56% Total Assets: $48.84B
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#6 GMO Global Asset Allocation Fund (GMWAX)

Performance (1-yr.): 10.88% Expenses: 0.59%
Performance (1-mo.): 3.06% Total Assets: $5.36B
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#7 American Funds Capital Income Builder Fund (CAIBX)

Performance (1-yr.): 12.85% Expenses: 0.61%
Performance (1-mo.): 4.30% Total Assets: $87.54B
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#8 MFS® Global Total Return Fund (MFWTX)

Performance (1-yr.): 14.43% Expenses: 1.20%
Performance (1-mo.): 3.93% Total Assets: $1.28B
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#9 Loomis Sayles Global Equity and Income Fund (LGMAX)

Performance (1-yr.): 14.33% Expenses: 1.18%
Performance (1-mo.): 4.80% Total Assets: $1.24B
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#10 Waddell & Reed Advisor Asset Strategy Fund (UNASX)

Performance (1-yr.): 22.73% Expenses: 1.16%
Performance (1-mo.): 4.26% Total Assets: $3.65B
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Top Performing World Allocation Funds As of 03.05.2014

Midas Perpetual Portfolio (MPERX)

Total Return: 6.73%

AIS Tactical Asset Allocation Portfolio (TAPAX)

Total Return: 6.19%

Henderson Dividend & Income Builder Fund (HDAVX)

Total Return: 5.85%

Highland Global Allocation Fund (HCOAX)

Total Return: 31.10%

Waddell & Reed Advisor Asset Strategy Fund (UNASX)

Total Return: 22.73%

Ivy Asset Strategy Fund (WASAX)

Total Return: 21.85%

Highland Global Allocation Fund (HCOAX)

Total Return: 13.56%

VALIC Company I Global Strategy Fund (VGLSX)

Total Return: 10.89%

GMO Strategic Opportunities Allocation Fund (GBATX)

Total Return: 10.88%

* Annualized