IVA Worldwide I IVWIX

IVWIX First Quarter commentary forgive me if this is a repost

What do you guys think about VWELX's AUM? Sooner or later AUM will drag retruns. MALOX is another example. Even though fund manager holds lot of holdings but it is under performing SGIIX and IVWIX in last 3 years. I suspect AUM is perhaps one factor.

… holdings: Holding Ticker % Assets # dup Mutual Fund Astellas Pharma 4503 0.55 2 IVWIX , VGHCX SECOM Co., Ltd. 9735 0.43 3 IVWIX Miura Co., Ltd. 6005 0.16 3 IVWIX Japan Tobacco Inc. 2914 0.14 4 MAPIX Itochu Corp. 8001 0.14 4 MAPIX TOHO …

Good day to all, I would appreciate your thoughts about why IVWIX is not holding up as well as other World Allocation funds. I also hold PAUIX and PGDIX which are doing good. Fund Analysis …

… BLUE=GOOD , RED=NOT THAT GOOD ) FNMIX -0.15 TGEIX 0.9 DBLEX 1.0 TTRZX -0.8 PGDIX 0.1 PAUIX -0.9 JSTIX 0.0 IVWIX -0.24 SGIIX 0.5 JNBSX 0.6 JPVTX 0.95 FPACX 0. 4 OAKBX 0.9 ICMBX 1.1 PRWCX 2.0 LSBDX 0.0 FSICX -0.2 OSTIX …

… in to the pocket of sales people or brokerage. Correct? M* is now showing some NO load funds as with load e.g. SGIIX/ IVWIX (2% load) and FTABX (0.5%) and many more. I think these loads are basically ST redumption fees pay able to fund itself …

… Equity Dividend Instl MADVX 0.76 JHancock Classic Value A PZFVX 1.33 Loomis Sayles Bond Instl LSBDX 0.63 IVA Worldwide I IVWIX 1.04 Spartan U.S. Bond Index Investor FBIDX 0.22 PIMCO All Asset A PASAX 1.39 Metropolitan West Total …

… from 2008-09 Nadir. Much talked about IVWIX did not do as well as its old sibling. Even though IVWIX did not have any legacy holdings plus new fund advantage. SGIIX 22.75 GLBIX 19.86 IVWIX 18.49 MFWIX 17.15 MALOX 16.31 Simple …