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 2009-11-23
Fund Name Ticker
Symbol		 Category Star
Rating		 Load Minimum
Investment		 1yr
Rtn		 3yr
Rtn		 5yr
Rtn		 *10yr
Rtn
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 41.10 11.48 15.57 11.82
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 41.10 11.48 15.57 11.82
Ivy Funds VIP Asset Strategy FVUSA001JZ IH --- 0 41.10 11.48 15.57 11.82
Waddell & Reed Asset Strategy Y WYASX IH --- 0 39.44 11.41 15.90 11.88
Waddell & Reed Asset Strategy A UNASX IH 5.75 500 39.08 11.07 15.56 11.49
Waddell & Reed Asset Strategy A LW UNASX.LW IH --- 500 39.08 11.07 15.56 11.49
Forester Discovery INTLX IH --- 2500 29.32 10.18 7.28 4.63
Waddell & Reed Asset Strategy C WCASX IH --- 500 37.99 10.18 14.61 10.58
Ivy Asset Strategy A WASAX IH 5.75 500 37.98 10.13 14.61 ---
Ivy Asset Strategy Y WASYX IH --- 0 38.14 10.12 14.62 11.20
Waddell & Reed Asset Strategy B WBASX IH --- 500 37.84 10.12 14.55 10.54
Ivy Asset Strategy C WASCX IH --- 500 36.98 9.30 13.76 10.29
Ivy Asset Strategy B WASBX IH --- 500 36.90 9.23 13.65 ---
PIMCO All Asset All Authority Inst PAUIX IH --- 5000000 36.86 7.39 6.61 ---
PIMCO All Asset All Authority D PAUDX IH --- 1000 36.53 6.87 --- ---
GMO Benchmark-Free Allocation III GBMFX IH 0.09 0 22.48 6.80 10.18 ---
PIMCO All Asset All Authority A PAUAX IH 3.75 1000 36.14 6.75 --- ---
PIMCO All Asset All Authority A LW PAUAX.LW IH --- 1000 34.34 6.22 --- ---
PIMCO All Asset All Authority C PAUCX IH --- 1000 35.08 5.98 --- ---
BlackRock Global Allocation FVUSA000JQ IH --- 0 39.88 5.48 8.87 6.43
BlackRock Global Allocation FVUSA000JQ IH --- 0 39.88 5.48 8.87 6.43
BlackRock Global Allocation FVUSA000JQ IH --- 0 39.88 5.48 8.87 6.43
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 38.25 5.41 8.70 6.22
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 38.25 5.41 8.70 6.22
BlackRock Global Allocation V.I. 1 FVUSA000JA IH --- 0 38.25 5.41 8.70 6.22
*10 year return calculated as of 2009-10-31