by MyPlanIQ | Sep 5, 2013 | Asset-Allocation, Headline, Inv, Investments, Markets, Mutual-Funds, Portfolios
The top rated world allocation funds are doing reasonably well this year, though not as well as just a simple 60% US stocks and 40% bonds Vanguard balance index (VBINX): Portfolio Performance Comparison Ticker/Portfolio NameYTDReturn**1Yr AR3Yr AR3Yr Sharpe5Yr...
by MyPlanIQ | Jul 31, 2012 | Asset-Allocation, Headline, Inv, Investments, Mutual-Funds, Portfolios
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...
by MyPlanIQ | Jun 11, 2012 | Asset-Allocation, Feature, Headline, Inv, Investments, Markets
It seems that majority of smart allocation managers, tracked by MyPlanIQ on SmartMoneyIQ Managers, are putting full faith into central banks’ backstop to European crisis. It is surprising that amid recent market turmoils and economic weakness, most funds still...
by MyPlanIQ | May 22, 2012 | Asset-Allocation, Headline, Inv, Investments, Markets, Portfolios
MyPlanIQ’s SmartMoneyIQ Managers monitors 22 domestic and global allocation mutual funds’ asset allocation weekly. From the readings on Friday last week (5/18/2012), it showed that most managers did not alter their allocations dramatically. Among them, GMO...
by Young Owl | Jan 20, 2012 | Asset-Allocation, Headline, Inv, Investments, Mutual-Funds, Portfolios
GMO’s benchmark-free allocation fund (GBMFX) is an absolute return fund that invests primarily in shares of other GMO funds. As the name suggests, the Fund is not restricted in its exposure to any particular asset class, and may be substantially invested in...