| Top 25 World Allocation Funds |
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| 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 |