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.): 18.59% Expenses: 1.38%
Performance (1-mo.): 4.08% Total Assets: $79.66M
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#2 Schwab MarketTrack Growth Portfolio (SWHGX)

Performance (1-yr.): 19.43% Expenses: 0.66%
Performance (1-mo.): 4.03% Total Assets: $686.32M
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#2 SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX)

Performance (1-yr.): 21.71% Expenses: 0.13%
Performance (1-mo.): 3.26% Total Assets: $1.45B
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#4 Oakmark Equity and Income Fund (OAKBX)

Performance (1-yr.): 20.49% Expenses: 0.77%
Performance (1-mo.): 3.56% Total Assets: $20.34B
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#5 LKCM Balanced Fund (LKBAX)

Performance (1-yr.): 18.53% Expenses: 0.80%
Performance (1-mo.): 3.49% Total Assets: $36.73M
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#6 T. Rowe Price Personal Strategy Growth Fund (TRSGX)

Performance (1-yr.): 21.99% Expenses: 0.80%
Performance (1-mo.): 4.41% Total Assets: $1.37B
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#7 SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund (SISAX)

Performance (1-yr.): 22.98% Expenses: 1.40%
Performance (1-mo.): 4.76% Total Assets: $57.75M
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#7 Vanguard LifeStrategy Growth Fund (VASGX)

Performance (1-yr.): 17.77% Expenses: 0.17%
Performance (1-mo.): 4.01% Total Assets: $9.93B
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#9 SEI Asset Allocation Trust Market Growth Strategy Allocation Fund (SGOAX)

Performance (1-yr.): 22.97% Expenses: 1.40%
Performance (1-mo.): 4.75% Total Assets: $124.11M
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#10 Value Line Asset Allocation Fund (VLAAX)

Performance (1-yr.): 16.08% Expenses: 1.15%
Performance (1-mo.): 3.41% Total Assets: $234.44M
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Top Performing Aggressive Allocation Funds As of 03.05.2014

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 6.07%

AmericaFirst Seasonal Trends Fund (STQAX)

Total Return: 5.57%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 5.20%

InvestEd Growth Portfolio (WAGRX)

Total Return: 24.58%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 24.39%

SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund (SISAX)

Total Return: 22.98%

* Annualized