Delaware Ivy Asset Strategy Fund (WASCX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WASCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WASCX
WASCX charges 2.18% annually. There are 71 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | WASCX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | WASCX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | WASCX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | WASCX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | WASCX vs JNSMX |
Best Risk-Adjusted Alternatives to WASCX
WASCX has a PortfoliosLab risk / return rank of 32. There are 72 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | WASCX vs TIBAX | |
| Hartford Real Asset Fund | 97 | — | May 2010 | WASCX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | WASCX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | WASCX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | WASCX vs GBMFX |
Top Performing WASCX Alternatives (YTD)
WASCX is at 6.61% YTD. There are 61 mutual funds in the Global Allocation category with higher YTD returns, going as high as 25.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 25.76% | — | Oct 2005 | WASCX vs CGO | |
| Calamos Global Dynamic Income Fund | 25.48% | — | Jun 2007 | WASCX vs CHW | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | WASCX vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | WASCX vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | WASCX vs TIBAX |
Lowest Volatility Alternatives to WASCX
WASCX has 10.24% 1-year volatility. There are 59 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | WASCX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | WASCX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | WASCX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | WASCX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | WASCX vs NRIIX |
Lowest Drawdown Alternatives to WASCX
WASCX has a 1-year max drawdown of -9.02%. There are 69 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | WASCX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | WASCX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | WASCX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | WASCX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | WASCX vs WMRIX |
Other Mutual Funds from Ivy Funds
The 6 most viewed Ivy Funds mutual funds shown here include WSTCX, IEYYX, WTRCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 87 | 41.37% | — | Jul 1997 | WASCX vs WSTCX | |
| Delaware Ivy Energy Fund | Energy Equities | 96 | 22.14% | — | Apr 2006 | WASCX vs IEYYX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 31 | 9.21% | — | Sep 1992 | WASCX vs WTRCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 29 | 12.81% | — | Sep 1992 | WASCX vs WRGCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 23 | -0.69% | — | Jul 1997 | WASCX vs WRHIX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 26 | 0.92% | — | Apr 2008 | WASCX vs IVSIX |
Often Compared With WASCX
Investors most often compare WASCX with JANIX, SPGM, SPYG. These 8 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | WASCX vs JANIX | |
| SPDR Portfolio MSCI Global Stock Market ETF | Global Equities | 73 | 12.88% | 1.66B | Feb 2012 | WASCX vs SPGM | |
| State Street SPDR Portfolio S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 57 | 13.75% | 53.61B | Sep 2000 | WASCX vs SPYG | |
| iShares Core Aggressive Allocation ETF | Diversified Portfolio | 67 | 9.93% | 3.17B | Nov 2008 | WASCX vs AOA | |
| Principal Diversified Real Asset Fund | Global Allocation | 73 | 13.08% | — | Mar 2010 | WASCX vs PDRDX | |
| MH Elite Income Fund of Funds | Global Allocation | 31 | 2.09% | — | Aug 2011 | WASCX vs MHEIX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | WASCX vs RAPZX | |
| Delaware Global Listed Real Assets Fund | Global Allocation | 86 | 9.57% | — | Dec 1995 | WASCX vs DPREX |
Compare WASCX with Any Fund or Stock
Compare WASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WASCX with funds that move differently
Delaware Ivy Asset Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WASCX.
Explore WASCX Diversifiers