Aggressive Allocation

Aggressive-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than moderate-allocation portfolios. These portfolios typically have 70% to 90% of assets in equities and the remainder in fixed income and cash. Morningstar®

#1 SAAT Moderate Strategy Allocation Fund (SXMAX)

Performance (1-yr.): 17.77% Expenses: 1.38%
Performance (1-mo.): 2.47% Total Assets: $69.76M
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#2 Value Line Asset Allocation Fund (VLAAX)

Performance (1-yr.): 12.11% Expenses: 1.22%
Performance (1-mo.): 0.85% Total Assets: $165.53M
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#3 Schwab MarketTrack Growth Portfolio (SWHGX)

Performance (1-yr.): 14.24% Expenses: 0.65%
Performance (1-mo.): 1.79% Total Assets: $614.46M
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#4 GuideStone Funds Growth Allocation Fund I Class GS2 (GCOYX)

Performance (1-yr.): 12.80% Expenses: 0.95%
Performance (1-mo.): 1.94% Total Assets: $250.53M
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#5 Vanguard LifeStrategy Growth Fund (VASGX)

Performance (1-yr.): 13.75% Expenses: 0.17%
Performance (1-mo.): 1.97% Total Assets: $8.82B
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#6 American Century One Choice Aggressive Fund (AOGIX)

Performance (1-yr.): 12.28% Expenses: 1.01%
Performance (1-mo.): 1.84% Total Assets: $816.51M
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#7 Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Performance (1-yr.): 14.70% Expenses: 1.16%
Performance (1-mo.): 2.38% Total Assets: $712.69M
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#8 SAAT Market Growth Strategy Allocation Fund (SGOAX)

Performance (1-yr.): 14.93% Expenses: 1.40%
Performance (1-mo.): 1.51% Total Assets: $99.24M
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#8 SAAT Tax-Managed Aggressive Strategy Fund (SISAX)

Performance (1-yr.): 14.99% Expenses: 1.40%
Performance (1-mo.): 1.52% Total Assets: $45.33M
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#8 T. Rowe Price Personal Strategy Growth Fund (TRSGX)

Performance (1-yr.): 13.75% Expenses: 0.83%
Performance (1-mo.): 1.87% Total Assets: $1.28B
See all details for TRSGX »
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Top Performing Aggressive Allocation Funds as of 05.03.2013

Advantus Strategic Dividend Income Fund (VSDIX)

Total Return: 3.44%

Catalyst/Lyons Tactical Allocation Fund (CLTAX)

Total Return: 3.12%

American Funds Growth and Income Portfolio (CGNAX)

Total Return: 3.02%

JHancock3 Leveraged Companies Fund (JVCAX)

Total Return: 30.91%

Loomis Sayles Capital Income Fund (LSCAX)

Total Return: 22.32%

ING Franklin Templeton Founding Strategy Portfolio (ITFIX)

Total Return: 19.29%

SAAT Moderate Strategy Allocation Fund (SXMAX)

Total Return: 13.59%

Value Line Asset Allocation Fund (VLAAX)

Total Return: 13.41%

Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Total Return: 12.42%

* annualized