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®
#31 Federated Global Allocation Fund (FSTBX)
| Performance (1-yr.): 15.53% | Expenses: 1.41% |
| Performance (1-mo.): 0.47% | Total Assets: $386.09M |
#32 UBS Global Allocation Fund (BNGLX)
| Performance (1-yr.): 16.03% | Expenses: 1.31% |
| Performance (1-mo.): 0.79% | Total Assets: $744.36M |
#33 Goldman Sachs Growth And Income Strategy Portfolio (GOIAX)
| Performance (1-yr.): 16.30% | Expenses: 1.31% |
| Performance (1-mo.): 1.37% | Total Assets: $1.04B |
#34 Calamos Global Growth & Income Fund (CVLOX)
| Performance (1-yr.): 11.85% | Expenses: 1.33% |
| Performance (1-mo.): 0.27% | Total Assets: $740.37M |
#35 PIMCO All Asset All Authority Fund (PAUAX)
| Performance (1-yr.): 10.79% | Expenses: 1.63% |
| Performance (1-mo.): 3.59% | Total Assets: $35.57B |
#36 Giant 5 Total Investment System (FIVEX)
| Performance (1-yr.): 13.84% | Expenses: 2.73% |
| Performance (1-mo.): 2.08% | Total Assets: $14.62M |
#36 Quaker Global Tactical Allocation Fund (QTRAX)
| Performance (1-yr.): 21.66% | Expenses: 2.68% |
| Performance (1-mo.): 1.56% | Total Assets: $7.04M |
#38 Ivy Global Income Allocation Fund (IVBAX)
| Performance (1-yr.): 17.41% | Expenses: 1.35% |
| Performance (1-mo.): 3.41% | Total Assets: $406.43M |
#39 Arrow DWA Tactical Fund (DWTFX)
| Performance (1-yr.): 17.30% | Expenses: 1.92% |
| Performance (1-mo.): 0.33% | Total Assets: $156.41M |
#39 Stadion Core Advantage Portfolio Trust (ETFRX)
| Performance (1-yr.): 15.62% | Expenses: 2.06% |
| Performance (1-mo.): 1.18% | Total Assets: $43.82M |
