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®

Transamerica Global Allocation Fund (None)

Performance (1-yr.): 13.37% Expenses: 0.95%
Performance (1-mo.): 1.26% Total Assets: $389.33M
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T. Rowe Price Global Allocation Fund (PAFGX)

Performance (1-yr.): 16.36% Expenses: 1.26%
Performance (1-mo.): 1.37% Total Assets: $69.54M
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UBS Asset Growth Fund (BGFAX)

Performance (1-yr.): 18.75% Expenses: 1.56%
Performance (1-mo.): 1.52% Total Assets: $32.27M
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USAA Cornerstone Aggressive Fund (UCAGX)

Performance (1-yr.): 16.95% Expenses: 1.26%
Performance (1-mo.): 1.94% Total Assets: $158.21M
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USAA Real Return Fund (UIRRX)

Performance (1-yr.): 10.67% Expenses: 0.94%
Performance (1-mo.): 2.15% Total Assets: $468.75M
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VALIC Company I Global Strategy Fund (VGLSX)

Performance (1-yr.): 19.86% Expenses: 0.67%
Performance (1-mo.): 1.06% Total Assets: $555.59M
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Voya Global Perspectives Fund (IAPVX)

Performance (1-yr.): 14.44% Expenses: 1.23%
Performance (1-mo.): 1.74% Total Assets: $22.82M
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Voya Global Perspectives Portfolio (IPIRX)

Performance (1-yr.): 14.55% Expenses: 0.83%
Performance (1-mo.): 1.56% Total Assets: $220.22M
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Wells Fargo Advantage Absolute Return Fund (WARAX)

Performance (1-yr.): 10.32% Expenses: 1.62%
Performance (1-mo.): 0.52% Total Assets: $11.33B
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West Shore Real Return Income Fund (AWSFX)

Performance (1-yr.): Expenses: 2.40%
Performance (1-mo.): 1.92% Total Assets: $48.79M
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Top Performing World Allocation Funds As of 07.03.2014

AIS Tactical Asset Allocation Portfolio (TAPAX)

Total Return: 5.11%

Highland Global Allocation Fund (HCOAX)

Total Return: 5.11%

Miller Income Opportunity Trust (LMCJX)

Total Return: 2.99%

Highland Global Allocation Fund (HCOAX)

Total Return: 32.30%

Henderson Dividend & Income Builder Fund (HDAVX)

Total Return: 22.13%

American Funds Global Growth And Income HLS Fund (HVIBX)

Total Return: 21.15%

Highland Global Allocation Fund (HCOAX)

Total Return: 15.66%

American Funds Global Growth And Income HLS Fund (HVIBX)

Total Return: 11.93%

GMO Strategic Opportunities Allocation Fund (GBATX)

Total Return: 11.92%

* Annualized