| Amount | Holding |
|---|---|
| 14.10% | Ivy International Core Equity N |
| 9.20% | Ivy Securian Core Bond N |
| 9.04% | Ivy Value N |
| 7.87% | Ivy Emerging Markets Equity N |
| 6.30% | Ivy Large Cap Growth N |
| 5.78% | Ivy Government Securities N |
| 5.69% | Ivy Pzena International Value N |
| 5.33% | Ivy International Small Cap N |
| 5.21% | Ivy Pictet Targeted Return Bond N |
| 5.01% | Ivy ProShares S&P 500 Div Arstcrts Idx N |
Expense Ratio Rating
9 /10
Expense Rating
6 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$IWGAX Alternatives
73%
FI Score
- iwgax
- Mutual Fund
- Allocation
- Total World
Ivy Wilshire Global Allocation Fund Class A
Expenses: 0.40% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why ยป