| Amount | Holding |
|---|---|
| 6.97% | Gold |
| 3.06% | Microsoft Corp |
| 2.90% | Taiwan Semiconductor Manufacturing Co Ltd |
| 2.55% | Walmart Inc |
| 1.89% | Visa Inc Class A |
| 1.80% | Adobe Inc |
| 1.79% | United States Treasury Bonds 2.75% |
| 1.58% | ORIX Corp |
| 1.51% | Subaru Corp |
| 1.49% | Fiserv Inc |
| 1.46% | Ping An Insurance (Group) Co. of China Ltd Class H |
| 1.45% | Northrop Grumman Corp |
| 1.40% | United States Treasury Notes 0.63% |
| 1.38% | Amazon.com Inc |
| 1.35% | Intuit Inc |
| 1.30% | AIA Group Ltd |
| 1.29% | ASML Holding NV |
| 1.27% | E.ON SE |
| 1.22% | Union Pacific Corp |
| 1.20% | Zimmer Biomet Holdings Inc |
| 1.17% | Airbus SE |
| 1.15% | Barclays plc |
| 1.14% | Caterpillar Inc |
| 1.12% | The Home Depot Inc |
| 1.11% | Usi Inc. (Ice Libor Plus 300 Bps) |
Expense Ratio Rating
5 /10
Expense Rating
0 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
$WASAX Alternatives
51%
FI Score
- wasax
- Mutual Fund
- Allocation
- Total World
Ivy Asset Strategy Fund Class A
Expenses: 1.13% (Better than 1% of similar funds)
This is an OK choice for a Total World Allocation fund. See why ยป