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 27. There are 72 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | WASCX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | WASCX vs GBFFX | |
| Principal Diversified Select Real Asset Fund | 95 | — | Jul 2019 | WASCX vs PDSYX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | WASCX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | WASCX vs GBMFX |
Top Performing WASCX Alternatives (YTD)
WASCX is at 6.53% YTD. There are 60 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | WASCX vs CHW | |
| Calamos Global Total Return Fund | 21.26% | — | Oct 2005 | WASCX vs CGO | |
| Calamos Global Opportunities Fund | 16.09% | — | Sep 1996 | WASCX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 16.05% | — | Dec 2002 | WASCX vs TIBAX | |
| Leuthold Global Fund | 13.98% | — | Apr 2008 | WASCX vs GLBIX |
Lowest Volatility Alternatives to WASCX
WASCX has 11.14% 1-year volatility. There are 61 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | WASCX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | WASCX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | WASCX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.88% | — | Sep 2011 | WASCX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.93% | — | Dec 2011 | WASCX vs PMFYX |
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 | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | WASCX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | WASCX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | WASCX vs MSTGX |
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 | 80 | 39.45% | — | Jul 1997 | WASCX vs WSTCX | |
| Delaware Ivy Energy Fund | Energy Equities | 88 | 15.15% | — | Apr 2006 | WASCX vs IEYYX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 29 | 10.77% | — | Sep 1992 | WASCX vs WTRCX | |
| Delaware Ivy Small Cap Growth Fund | Small Cap Growth Equities | 48 | 18.90% | — | Sep 1992 | WASCX vs WRGCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 7 | -1.29% | — | Jul 1997 | WASCX vs WRHIX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 24 | 0.77% | — | Apr 2008 | WASCX vs IVSIX |
Often Compared With WASCX
Investors most often compare WASCX with JANIX, SPGM, SPYG. These 13 comparison targets span 6 categories, based on PortfoliosLab usage data.
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