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 |
#2 Vanguard LifeStrategy Growth Fund (VASGX)
| Performance (1-yr.): 21.27% | Expenses: 0.17% |
| Performance (1-mo.): 0.24% | Total Assets: $8.89B |
#3 Schwab MarketTrack Growth Portfolio (SWHGX)
| Performance (1-yr.): 22.25% | Expenses: 0.65% |
| Performance (1-mo.): 0.80% | Total Assets: $625.59M |
#4 Value Line Asset Allocation Fund (VLAAX)
| Performance (1-yr.): 17.45% | Expenses: 1.22% |
| Performance (1-mo.): 0.72% | Total Assets: $172.54M |
#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 |
#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 |
#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 |
#8 Franklin Templeton Founding Allocation Fund (FFALX)
| Performance (1-yr.): 29.10% | Expenses: 1.05% |
| Performance (1-mo.): 1.39% | Total Assets: $5.8B |
#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 |
#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 |
