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®
#10 SAAT Moderate Strategy Fund (SMOAX)
| Performance (1-yr.): 9.70% | Expenses: 1.15% |
| Performance (1-mo.): 1.16% | Total Assets: $300.22M |
#12 BlackRock Global Allocation Fund (MDLOX)
| Performance (1-yr.): 9.77% | Expenses: 1.16% |
| Performance (1-mo.): 2.19% | Total Assets: $55.94B |
#12 Old Westbury Global Opportunities Fund (OWGOX)
| Performance (1-yr.): 14.12% | Expenses: 1.21% |
| Performance (1-mo.): 1.90% | Total Assets: $6.96B |
#14 Invesco Balanced-Risk Allocation Fund (ABRZX)
| Performance (1-yr.): 7.66% | Expenses: 1.24% |
| Performance (1-mo.): 0.86% | Total Assets: $13.72B |
#15 Calamos Global Growth & Income Fund (CVLOX)
| Performance (1-yr.): 6.27% | Expenses: 1.33% |
| Performance (1-mo.): 0.54% | Total Assets: $779.94M |
#16 AllianzGI Global Growth Allocation Fund (ASGAX)
| Performance (1-yr.): 12.48% | Expenses: 1.26% |
| Performance (1-mo.): 1.57% | Total Assets: $8.2M |
#17 IVA Worldwide Fund (IVWAX)
| Performance (1-yr.): 10.13% | Expenses: 1.28% |
| Performance (1-mo.): 1.72% | Total Assets: $8.81B |
#17 Managers AMG FQ Global Essentials Fund (MMAFX)
| Performance (1-yr.): 9.71% | Expenses: 1.09% |
| Performance (1-mo.): 2.59% | Total Assets: $124.17M |
#19 Waddell & Reed Advisor Asset Strategy Fund (UNASX)
| Performance (1-yr.): 8.96% | Expenses: 1.17% |
| Performance (1-mo.): 0.78% | Total Assets: $3.18B |
#20 JPMorgan Strategic Preservation Fund (JSPAX)
| Performance (1-yr.): 6.11% | Expenses: 1.36% |
| Performance (1-mo.): 2.03% | Total Assets: $45.68M |
