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World Allocation

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  1. Giving Global Macro Funds a Second Glance

    Headlines

    Thu, 16 Apr 2015

    of global macro. It's possible to find funds that use roughly similar approaches in long-only categories like world allocation or tactical allocation: BlackRock Global Allocation MDLOX (run by Dennis Stattman) and PIMCO All Asset All Authority

  2. Cream of the Crop: Our Favorite Funds in All Flavors

    Video Reports

    Thu, 9 Apr 2015

    looked at our highly rated world - allocation funds. These are the go-anywhere ..... looking at where the better world - allocation go-anywhere funds are making ..... for all of those Gold-rated world - allocation funds that we cover. So

    World Allocation found at 18:20

    One thing I recently did was I looked at our highly rated world - allocation funds. These are the go-anywhere funds that can buy bonds; they can buy stocks globally. They can also hold cash. I was kind of looking at where the better world - allocation go-anywhere funds are making their bets. Two things jumped out. One is that they had more cash than the average in their peer group. So, most of the ones we like are kind of valuation-conscious. They were maybe holding cash because they don't think securities are super cheap right now. But foreign stocks were a big emphasis relative to U.S. for all of those Gold-rated world - allocation funds that we cover. So, I thought that was kind of an interesting takeaway if you look at managers who have the
  3. Can the Bucket Retirement Portfolios Go on a Diet?

    Headlines

    Sun, 29 Mar 2015

    classes, whether international stocks or key retiree asset classes like Treasury Inflation-Protected Securities. World - allocation funds are set up as true go-anywhere offerings, but they may tend to be both more foreign-stock-heavy and

  4. Don't Overlook These Conservative All-in-One Funds

    Headlines

    Wed, 25 Mar 2015

    fund types with more stable asset allocations--Morningstar's conservative-, moderate-, aggressive-, and world - allocation funds--have also been positive. Of course, it's hard to generalize about what's motivating large groups

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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
  10. 4 High-Conviction Foreign-Stock Funds

    Video Reports

    Fri, 23 Jan 2015

    low-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
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