Top 25 World Allocation Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2008-05-15
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Waddell & Reed Adv Asset Strategy Y WYASX IH --- 0 34.99 30.93 21.83 14.13
Waddell & Reed Adv Asset Strategy A UNASX IH 5.75 500 34.63 30.54 21.41 13.73
Waddell & Reed Adv Asset Strategy A LW UNASX.lw IH --- 500 34.63 30.54 21.41 13.73
Waddell & Reed Adv Asset Strategy C WCASX IH --- 500 33.62 29.50 20.39 ---
Waddell & Reed Adv Asset Strategy B WBASX IH --- 500 33.51 29.43 20.33 ---
Ivy Asset Strategy Y WASYX IH --- 10000000 31.57 28.79 20.51 13.45
Ivy Asset Strategy A WASAX IH 5.75 500 31.68 28.78 20.48 ---
Ivy Asset Strategy A Load Waived WASAX.lw IH --- 500 31.68 28.78 20.48 ---
Ivy Asset Strategy C WASCX IH --- 500 30.69 27.84 19.57 12.52
Ivy Asset Strategy B WASBX IH --- 500 30.59 27.74 19.45 ---
Loomis Sayles Global Markets Y LSWWX IH --- 100000 15.32 16.87 15.99 11.82
Calamos Global Growth & Income I CGCIX IH --- 1000000 4.02 16.35 13.45 9.43
First Eagle Global I SGIIX IH --- 1000000 6.58 16.34 18.84 ---
Calamos Global Growth & Income A LW CVLOX.lw IH --- 2500 3.78 16.12 13.21 9.15
Calamos Global Growth & Income A CVLOX IH 4.75 2500 3.78 16.12 13.21 9.15
First Eagle Global A SGENX IH 5.00 2500 6.31 16.06 18.54 13.90
First Eagle Global A Load Waived SGENX.lw IH --- 2500 6.31 16.06 18.54 13.90
BlackRock Global Allocation I MALOX IH --- 2000000 11.98 15.81 16.59 11.12
Thornburg Investment Income Builder I TIBIX IH --- 2500000 3.91 15.81 --- ---
BlackRock Global Allocation A MDLOX IH 5.25 1000 11.64 15.50 16.28 10.83
BlackRock Global Allocation A LW MDLOX.lw IH --- 1000 11.64 15.50 16.28 10.83
Thornburg Investment Income Builder A TIBAX IH 4.50 5000 3.55 15.37 16.51 ---
Thornburg Investment Income Builder A LW TIBAX.lw IH --- 5000 3.55 15.37 16.51 ---
Calamos Global Growth & Income B CVLDX IH --- 2500 3.03 15.23 12.33 ---
Calamos Global Growth & Income C CVLCX IH --- 2500 3.03 15.22 12.34 8.58
*10 year return calculated as of 2008-04-30