term, with performance on a year to date basis in negative territory and the fund in the bottom quartile of the World Allocation category. Ivy High Income, which had $10.6 billion in total mutual fund AUM at the end of August, poses a somewhat
Given this world - allocation fund's hands-on strategy, a recent management change is cause for concern.
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
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
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!
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
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
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
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
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