The following are the top 10 world allocation mutual funds based on MyPlanIQ’s fund ratings: 

1. PASDX (PIMCO All Asset D) 0.58%  (100%)
2. PGDIX (Principal Global Div Inc Instl) 0.29%  (100%)
3. PAUIX (PIMCO All Asset All Authority Inst) 0.37%  (99%)
4. LSWWX (Loomis Sayles Global Equity and Income Y) 1.22%  (94%)
5. SGIIX (First Eagle Global I) 1.46%  (93%)
6. GBMFX (GMO Benchmark-Free Allocation III) 1.01%  (90%)
7. TIBIX (Thornburg Investment Income Builder I) 1.25%  (89%)
8. GXIIX (Goldman Sachs Income Strategies Instl) 0.47%  (89%)
9. PGAPX (PIMCO Global Multi-Asset P) 0.81%  (88%)
10. MFWIX (MFS Global Total Return I) 0.87%  (88%)

We note that many of these funds have been our favorite and they are monitored on SmartMoneyIQ Managers page.  In fact, other than Principal Global Div Inc InstlThornburg Investment Income Builder I and MFS Global Total Return I, all of them are currently monitored on the SmartMoneyIQ Managers page for their real time asset allocations. 

Here is the performance and chart for the top 6 funds (we excluded PIMCO All Asset All Authority Inst as it is similar (but with different risk) to PIMCO All Asset. 

Portfolio Performance Comparison

Portfolio/Fund Name 1 Week
Return*
YTD
Return**
1Yr AR 1Yr Sharpe 3Yr AR 3Yr Sharpe 5Yr AR 5Yr Sharpe
SGIIX 2.2% 5.6% 0.7% 4.4% 11.7% 89.8% 4.8% 26.4%
PASDX 1.3% 7.7% 3.6% 53.5% 10.5% 194.6% 6.1% 49.9%
PGDIX 0.7% 10.5% 8.4% 105.0% 15.8% 260.9%    
GBMFX 1.8% 5.3% 4.8% 52.1% 7.7% 96.8% 4.8% 49.7%
LSWWX 2.6% 9.6% -0.2% -1.1% 15.0% 94.8% 5.5% 25.3%

*: NOT annualized

**YTD: Year to Date

Three Year Chart

 

 

See detailed comparison >>