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
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