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 SEI Asset Allocation Trust Moderate Strategy Allocation Fund (SXMAX)

Performance (1-yr.): 15.77% Expenses: 1.38%
Performance (1-mo.): 1.21% Total Assets: $83.03M
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#2 Schwab MarketTrack Growth Portfolio (SWHGX)

Performance (1-yr.): 16.35% Expenses: 0.66%
Performance (1-mo.): 0.02% Total Assets: $712.81M
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#3 Oakmark Equity and Income Fund (OAKBX)

Performance (1-yr.): 19.10% Expenses: 0.77%
Performance (1-mo.): 1.19% Total Assets: $20.6B
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#4 Vanguard LifeStrategy Growth Fund (VASGX)

Performance (1-yr.): 15.47% Expenses: 0.17%
Performance (1-mo.): 0.39% Total Assets: $9.97B
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#5 LKCM Balanced Fund (LKBAX)

Performance (1-yr.): 15.21% Expenses: 0.80%
Performance (1-mo.): 0.17% Total Assets: $36.74M
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#6 SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX)

Performance (1-yr.): 16.67% Expenses: 0.13%
Performance (1-mo.): 0.79% Total Assets: $1.47B
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#7 SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund (SISAX)

Performance (1-yr.): 19.39% Expenses: 1.40%
Performance (1-mo.): 0.06% Total Assets: $59.75M
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#8 American Century One Choice Aggressive Fund (AOGIX)

Performance (1-yr.): 15.28% Expenses: 0.98%
Performance (1-mo.): 0.19% Total Assets: $1.0B
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#9 PIMCO StocksPLUS Long Duration Fund (PSLDX)

Performance (1-yr.): 18.06% Expenses: 0.59%
Performance (1-mo.): 1.12% Total Assets: $560.75M
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#10 Boston Trust Asset Management Fund (BTBFX)

Performance (1-yr.): 13.13% Expenses: 0.96%
Performance (1-mo.): 0.81% Total Assets: $340.97M
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Top Performing Aggressive Allocation Funds As of 04.22.2014

Forward Dynamic Income Fund (FDYAX)

Total Return: 2.71%

Prospector Capital Appreciation Fund (PCAFX)

Total Return: 2.25%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 2.13%

* Annualized