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.): 22.02% Expenses: 1.38%
Performance (1-mo.): 0.84% Total Assets: $69.54M
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#2 Vanguard LifeStrategy Growth Fund (VASGX)

Performance (1-yr.): 21.27% Expenses: 0.17%
Performance (1-mo.): 0.24% Total Assets: $8.89B
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#3 Schwab MarketTrack Growth Portfolio (SWHGX)

Performance (1-yr.): 22.25% Expenses: 0.65%
Performance (1-mo.): 0.80% Total Assets: $625.59M
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#4 Value Line Asset Allocation Fund (VLAAX)

Performance (1-yr.): 17.45% Expenses: 1.22%
Performance (1-mo.): 0.72% Total Assets: $172.54M
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#5 GuideStone Funds Growth Allocation Fund I Class GS2 (GCOYX)

Performance (1-yr.): 21.43% Expenses: 0.95%
Performance (1-mo.): 0.69% Total Assets: $252.12M
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#6 SAAT Market Growth Strategy Allocation Fund (SGOAX)

Performance (1-yr.): 25.48% Expenses: 1.40%
Performance (1-mo.): 1.37% Total Assets: $101.76M
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#7 American Century One Choice Aggressive Fund (AOGIX)

Performance (1-yr.): 20.50% Expenses: 1.01%
Performance (1-mo.): 0.63% Total Assets: $826.55M
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#8 Franklin Templeton Founding Allocation Fund (FFALX)

Performance (1-yr.): 29.10% Expenses: 1.05%
Performance (1-mo.): 1.39% Total Assets: $5.8B
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#9 Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Performance (1-yr.): 19.39% Expenses: 1.16%
Performance (1-mo.): 0.62% Total Assets: $713.31M
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#10 Nationwide Investor Destinations Moderately Aggressive Fund (NDMAX)

Performance (1-yr.): 22.31% Expenses: 0.76%
Performance (1-mo.): 0.28% Total Assets: $1.92B
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Top Performing Aggressive Allocation Funds as of 06.05.2013

JHancock3 Leveraged Companies Fund (JVCAX)

Total Return: 6.26%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 4.95%

Snow Capital Market Plus Fund (SPLAX)

Total Return: 4.50%

JHancock3 Leveraged Companies Fund (JVCAX)

Total Return: 48.88%

Loomis Sayles Capital Income Fund (LSCAX)

Total Return: 31.01%

Franklin Templeton Founding Allocation Fund (FFALX)

Total Return: 29.10%

SAAT Moderate Strategy Allocation Fund (SXMAX)

Total Return: 15.56%

Value Line Asset Allocation Fund (VLAAX)

Total Return: 15.11%

Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Total Return: 14.88%

* annualized