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World Allocation

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  1. Risk Parity's Year to Forget

    Headlines

    Tue, 1 Apr 2014

    MSCI World Index and 40% in the Barclays Aggregate Bond Index would have returned 14.8% last year. The average world - allocation and tactical-allocation fund--the two categories into which risk-parity funds are placed--returned 10

  2. World allocation mutual funds

    Commentary

    Mon, 31 Mar 2014

    giant Vanguard Group suggests that added freedom does not translate into added returns. The study seems to dismiss world allocation funds — its title is “Broader opportunities, same limited results: An analysis of go-anywhere funds

  3. GLOBAL ALLOCATION VS. SEPERATE FUND CHOICES

    Commentary

    Wed, 19 Feb 2014

    What are the strongest advantages and reasons for choosing a global or world allocation fund instead or buying seperate mutual funds to construct a well rounded global allocation?? I really appreciate your perspectives...thank you!

  4. How Morningstar Categorizes Funds

    Headlines

    Wed, 5 Feb 2014

    assets per year. That fund could be placed into the world - allocation Morningstar Category, which consists of funds with ..... income. Neither fit is good. The fund is not a world - allocation fund, nor is it a conventional retirement-income

  5. Readers' Favorite 'Easy-to-Own' Investments

    Headlines

    Sun, 2 Feb 2014

    different assets as well as global exposure." Briboe also likes the broad diversification that comes along with world - allocation funds such as First Eagle Global; this investor also owns Ivy Asset Strategy WASAX and IVA Worldwide IVWAX

  6. If your Balanced Portfolio Does Better? Kudo's

    Commentary

    Fri, 3 Jan 2014

    2013 Allocation Funds Performance Review - allocation, asset allocation, Balanced Funds, funds, balanced, world allocation , Mod url http://socialize.morningstar.com/NewSocialize/forums/p/334091/3502322.aspx#PageIndex

  7. EMF peer group wrong

    Commentary

    Wed, 4 Dec 2013

    classified as an Emerging Markets Bond fund. Prior to this recent change, it was classified by Morningstar as a World Allocation fund. While I agree it is an Emerging Markets fund, it isn't a bond fund. Morningstar shows it owns 0% bonds

  8. LSBRX, PONDX,OSTIX,PTRAX,FAHDX.LW

    Commentary

    Tue, 26 Nov 2013

    DODGX ,13 %LB YAFFX,13 %LG SEQUX,2%MG,2%MB,2%MV,2%SG,2%SB,2%SV 7 %WORLD STOCK DODGX 7% world allocation SGENX Would one stay that Investing in the above bond funds is diversified in bond funds. Thank You

  9. Global Multi-Asset manager change

    Commentary

    Fri, 22 Nov 2013

    2009, and observed that for the four years prior to Parikh's involvement, the fund generally lagged the top world allocation funds (MDLOX, IVWAX, SGENX) by about a percentage point or two, which I attributed mostly to hedging costs

  10. Suggestion to fix the portfolio comparison features, this time from M* itself

    Commentary

    Fri, 20 Sep 2013

    Lehman Bond index, but, for example, no balanced or allocation index like a 60/40 stock/bond benchmark or a world allocation benchmark. When our portfolio is instead compared to "similar" Mutual Funds (say, in the portfolio sharing feature

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