3 / 5 Stars
4 4 3 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#17 in World Allocation
U.S. News evaluated 120 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.46 percent over the past year, 7.07 percent over the past three years, and 11.19 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||11.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital by investing in a range of securities and asset classes from markets around the world, including U.S. markets. The fund under normal market conditions, will invest no less than 30%, although it intends to invest at least 40%, of its total assets in equity and debt securities issued by foreign companies and governments. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of the U.S., Canada, Japan and Western Europe.
Fees are Low compared to funds in the same category.
IVA Worldwide Fund has an expense ratio of 1.27 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.