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 |
#2 Value Line Asset Allocation Fund (VLAAX)
| Performance (1-yr.): 12.11% | Expenses: 1.22% |
| Performance (1-mo.): 0.85% | Total Assets: $165.53M |
#3 Schwab MarketTrack Growth Portfolio (SWHGX)
| Performance (1-yr.): 14.24% | Expenses: 0.65% |
| Performance (1-mo.): 1.79% | Total Assets: $614.46M |
#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 |
#5 Vanguard LifeStrategy Growth Fund (VASGX)
| Performance (1-yr.): 13.75% | Expenses: 0.17% |
| Performance (1-mo.): 1.97% | Total Assets: $8.82B |
#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 |
#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 |
#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 |
#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 |
#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 |
