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Looking for World Allocation Fund

Candidates so far are: SGENX, BAICX, JNBAX

Any other suggestions?

Comments

  • TIBIX would be a good choice.
  • MikeM said:

    TIBIX would be a good choice.

    Yes thanks, but it appears I can't purchase through Schwab.

  • There's the Blackrock Global Allocation fund, various share classes. Gold medalist by Morningstar.
  • TedTed
    edited April 2014
    @JedClampett: I would go with SGENX, ranked #5 among world allocation funds by U.S. News & World Report.
    Regards,
    Ted
    http://money.usnews.com/funds/mutual-funds/world-allocation/first-eagle-global-fund/sgenx

    And of course Jed you know what's next. !

    Ballad Of Jed Clampett: Flat & Scruggs:
  • edited April 2014
    Hello Jed,

    You might wish to take a look at FEBAX. I have linked it's M* report for your easy reference. It is a fund I have under review for number 52 in my portfolio and I favor it over SGENX due to its wider asset base and higher yield. I don't think you'll go wrong with the three that you have selected either. And, there is CAIBX by American Funds that might be a good choice too. And, check and see if TIBAX is available at Schwab.

    http://quotes.morningstar.com/fund/f?t=febax&region=USA

    Old_Skeet
  • Hi Jed,

    I would also take a look at HCOYX, MQIFX and MTOIX. Among ETFs, GAL looks promising but it is very young and has a low average daily trading volume.

    Kevin
  • Janus has a couple of world allocation funds that use a balance of equities and bonds:
    JSPCX Conservative World Allocation
    JMOIX Moderate World Allocation
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