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World Allocation

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  1. From Barron’s, March 2, 2015 (Part 2)

    Commentary

    Sat, 28 Feb 2015

    billion in 2013, $111 billion in 2014, $14.2 billion YTD. Pg 28: Brad Kinkelaar , co-manager of PIMCO IB- world - allocation PQIZX/PQIDX/PQIIX has 75-25 allocation, a significant shift from 92-8 at the yearend. He looks for undervalued

  2. One Year Is Not Enough

    Headlines

    Thu, 19 Feb 2015

    REITs, high yield, and inflation-protected bonds. The fund gained 7% in 2014, which beat all but a handful of world - allocation peers. PIMCO's December termination of analyst Rahul Seksaria marred that stellar year, however. PIMCO fired

  3. Do I Need TIBIX and IVWIX Both?

    Commentary

    Mon, 9 Feb 2015

    and 3.5% for IVWIX, respectively. Vanguard classifies both funds as International Balanced for asset class and World Allocation for the category against a common benchmark. I know some people here would disagree with Vanguard but it is what

  4. From Barron’s, February 2, 2015 (Part 2)

    Commentary

    Sat, 31 Jan 2015

    category return 4.9%], allocation/balanced OAKBX [10-yr investor return 7.3% vs fund return 8.0%], world allocation SGIIX [10-yr investor return ~ fund return; but 15-yr investor return 7.8% vs fund return 11.7%]. One

  5. 3 Risks That Might Be Lurking in Your Portfolio

    Video Reports

    Wed, 28 Jan 2015

    versus your targets. I did an interesting article just this past week where we looked at world - allocation funds and where our top-rated world - allocation fund managers are placing their bets these days. One thing that jumped out loud and clear

    World Allocation found at 5:02

    did an interesting article just this past week where we looked at world - allocation funds and where our top-rated world - allocation fund managers are placing their bets these days. One thing that jumped out loud and clear is that these are managers who
  6. 4 High-Conviction Foreign-Stock Funds

    Video Reports

    Fri, 23 Jan 2015

    turnover, dividend-focused strategy. This is really their only foreign fund that does that. They've got world - allocation funds. They've got world-stock funds. But this is really the only foreign fund that does that. It's got

    World Allocation found at 4:51

    This is really their only foreign fund that does that. They've got world - allocation funds. They've got world-stock funds. But this is really the only foreign fund that does that. It's got a decent yield, and
  7. Where Are Top Go-Anywhere Managers Going?

    Headlines

    Wed, 21 Jan 2015

    Silver, and Bronze within the world - allocation category . Funds in these categories ..... among funds that land in the world - allocation category--15% on average ..... equity categories. However, world - allocation funds' cash weightings also

  8. Another mini stress test

    Commentary

    Sat, 13 Dec 2014

    YTD Comments EM Bond FNMIX -3.25 2.9 TGEIX -3.9 -0.8 DBLEX -2.0 6.2 My favorite fund for EM bonds World Allocation PGDIX -2.1 5.0 My favorite for lower risk tolerance PAUIX -2.6 -2.4 Is Arnott still have a job TIBIX

  9. Manager Departures Having an Impact on Flows at Waddell & Reed; Lowered FVE to $60 per Share

    Commentary

    Thu, 11 Sep 2014

    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

  10. A Rating Downgrade for a Global Equity Fund

    Video Reports

    Thu, 12 Jun 2014

    Given this world - allocation fund's hands-on strategy, a recent management change is cause for concern.

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