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®

#21 AllianzGI Global Growth Allocation Fund (ASGAX)

Performance (1-yr.): 17.67% Expenses: 1.23%
Performance (1-mo.): 1.61% Total Assets: $6.64M
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#22 Wells Fargo Advantage Asset Allocation Fund (EAAFX)

Performance (1-yr.): 13.86% Expenses: 1.37%
Performance (1-mo.): 0.75% Total Assets: $6.66B
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#23 Janus Global Allocation Fund – Moderate (JMOAX)

Performance (1-yr.): 16.79% Expenses: 1.06%
Performance (1-mo.): 1.78% Total Assets: $325.64M
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#24 Thrivent Partner Worldwide Allocation Fund (TWAAX)

Performance (1-yr.): 19.87% Expenses: 1.40%
Performance (1-mo.): 1.13% Total Assets: $937.84M
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#25 Calamos Global Growth & Income Fund (CVLOX)

Performance (1-yr.): 17.52% Expenses: 1.41%
Performance (1-mo.): 2.13% Total Assets: $555.02M
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#26 Federated Global Allocation Fund (FSTBX)

Performance (1-yr.): 17.24% Expenses: 1.28%
Performance (1-mo.): 1.47% Total Assets: $433.52M
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#27 DFA Global Allocation 25/75 Portfolio (DGTSX)

Performance (1-yr.): 7.66% Expenses: 0.27%
Performance (1-mo.): 0.66% Total Assets: $643.34M
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#28 BlackRock Global Allocation Fund (MDLOX)

Performance (1-yr.): 13.62% Expenses: 1.14%
Performance (1-mo.): 1.28% Total Assets: $60.26B
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#29 Oppenheimer Global Allocation Fund (QVGIX)

Performance (1-yr.): 13.49% Expenses: 1.27%
Performance (1-mo.): 0.94% Total Assets: $1.77B
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#30 Fidelity® Global Balanced Fund (FGLAX)

Performance (1-yr.): 17.26% Expenses: 1.31%
Performance (1-mo.): 1.59% Total Assets: $717.95M
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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