IVWAX : IVA Worldwide Fund Class A

IVWAX is a Allocation Market Total World with HIGH fees.

IVWAX

IVA Worldwide Fund Class A

FI Score

50 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

Similar Funds

We found 633 Allocation Total World funds. Here they are ordered by FI Score.

Compare IVWAX vs MFWCX

42% FI Score
  • mfwcx
  • Mutual Fund
  • Allocation
  • Total World

MFS Global Total Return Fund Class C

Expenses: 1.84% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs NRICX

42% FI Score
  • nricx
  • Mutual Fund
  • Allocation
  • Total World

Nuveen Real Asset Income Fund Class C

Expenses: 1.89% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs NLGCX

42% FI Score
  • nlgcx
  • Mutual Fund
  • Allocation
  • Total World

Columbia Global Strategic Equity Fund Class C

Expenses: 1.23% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs EDIIX

42% FI Score
  • ediix
  • Mutual Fund
  • Allocation
  • Total World

Eaton Vance Global Income Builder Fund Class I

Expenses: 0.99% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs WRLDX

42% FI Score
  • wrldx
  • Mutual Fund
  • Allocation
  • Total World

Scharf Global Opportunity Fund Retail Class

Expenses: 0.59% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs TEMGX

42% FI Score
  • temgx
  • Mutual Fund
  • Allocation
  • Total World

Templeton Global Smaller Companies Fund Class A

Expenses: 1.33% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs TEQAX

42% FI Score
  • teqax
  • Mutual Fund
  • Allocation
  • Total World

Touchstone Global ESG Equity Fund - Class A

Expenses: 1.17% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs PRDCX

42% FI Score
  • prdcx
  • Mutual Fund
  • Allocation
  • Total World

Principal Diversified Real Asset Fund Class C

Expenses: 1.97% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs ERBAX

42% FI Score
  • erbax
  • Mutual Fund
  • Allocation
  • Total World

Eaton Vance Richard Bernstein Equity Strategy Fund Class A

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs MWEBX

42% FI Score
  • mwebx
  • Mutual Fund
  • Allocation
  • Total World

MFS Global Equity Fund Class B

Expenses: 1.91% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs WMMRX

42% FI Score
  • wmmrx
  • Mutual Fund
  • Allocation
  • Total World

Wilmington Real Asset Fund Class A

Expenses: 0.96% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs BCBDX

42% FI Score
  • bcbdx
  • Mutual Fund
  • Allocation
  • Total World

BlackRock Global Dividend Portfolio Investor C Shares

Expenses: 1.76% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs HRLTX

42% FI Score
  • hrltx
  • Mutual Fund
  • Allocation
  • Total World

Hartford Global Real Asset Fund Class R5

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs MWECX

42% FI Score
  • mwecx
  • Mutual Fund
  • Allocation
  • Total World

MFS Global Equity Fund Class C

Expenses: 1.91% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs HDIVX

42% FI Score
  • hdivx
  • Mutual Fund
  • Allocation
  • Total World

Janus Henderson Dividend & Income Builder Fund Class I

Expenses: 0.92% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs AAAAX

42% FI Score
  • aaaax
  • Mutual Fund
  • Allocation
  • Total World

DWS RREEF Real Assets Fund - Class A

Expenses: 1.22% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs MVGAX

42% FI Score
  • mvgax
  • Mutual Fund
  • Allocation
  • Total World

MFS Low Volatility Global Equity Fund Class A

Expenses: 0.98% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs MSGFX

42% FI Score
  • msgfx
  • Mutual Fund
  • Allocation
  • Total World

Morgan Stanley Institutional Fund, Inc. Global Franchise Portfolio Class C

Expenses: 1.95% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs QGTA

41% FI Score
  • qgta
  • ETF
  • Allocation
  • Total World

IQ Leaders GTAA Tracker ETF

Expenses: 0.37% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Compare IVWAX vs JOGEX

41% FI Score
  • jogex
  • Mutual Fund
  • Allocation
  • Total World

JOHCM Global Equity Fund Class I

Expenses: 1.16% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2026   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo