5 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.06 percent over the past year, 11.87 percent over the past three years, 15.85 percent over the past five years, and 8.65 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||11.9%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||8.7%|
The investment seeks growth. As a fund-of-funds, the fund's principal investment strategy is to allocate assets among a combination of the underlying funds that, in turn, invest directly in a wide range of portfolio securities (like stocks and bonds). It uses asset allocation strategies to determine how much to invest in the underlying funds. Generally, the fund invests a larger portion of its assets in underlying funds that invest in securities with a greater opportunity for capital growth, such as stocks, and generally has a higher level of risk than the Moderate Growth Lifestyle Fund and the Conservative Growth Lifestyle Fund.
Fees are Low compared to funds in the same category.
VALIC Company II Aggressive Growth Lifestyle Fund has an expense ratio of 0.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.