| 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 |
| 3.30% | Ivy Corporate Bond N |
| 2.80% | Ivy Pictet Emerging Mkts Lcl Ccy Dbt N |
| 2.58% | Ivy Core Equity N |
| 2.32% | Ivy Apollo Strategic Income N |
| 2.12% | Ivy ProShares Russell 2000 DivGrwrsIdx N |
| 2.05% | Ivy Small Cap Core N |
| 2.01% | Ivy LaSalle Global Real Estate N |
| 1.89% | Ivy PineBridge High Yield N |
| 1.87% | Ivy Global Bond N |
| 1.62% | Ivy Small Cap Growth N |
| 1.60% | Ivy Mid Cap Growth N |
| 1.51% | Ivy Mid Cap Income Opportunities N |
| 0.30% | Circuit of the Americas LLC 0% |
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