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®
| Performance (1-yr.): — |
Expenses: 1.37% |
| Performance (1-mo.): 1.07% |
Total Assets: $4.11M |
| Performance (1-yr.): 19.04% |
Expenses: 0.67% |
| Performance (1-mo.): 3.60% |
Total Assets: $466.84M |
| Performance (1-yr.): 9.81% |
Expenses: 1.69% |
| Performance (1-mo.): 1.87% |
Total Assets: $3.79B |
| Performance (1-yr.): 5.40% |
Expenses: 1.82% |
| Performance (1-mo.): 1.15% |
Total Assets: $87.57M |
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- Top Performing World Allocation Funds as of 05.03.2013
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