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 LKCM Balanced Fund (LKBAX)

Performance (1-yr.): 17.84% Expenses: 0.80%
Performance (1-mo.): 2.17% Total Assets: $37.23M
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#2 Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Performance (1-yr.): 19.03% Expenses: 1.15%
Performance (1-mo.): 1.25% Total Assets: $773.01M
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#3 American Century One Choice Aggressive Fund (AOGIX)

Performance (1-yr.): 19.25% Expenses: 0.98%
Performance (1-mo.): 2.09% Total Assets: $1.02B
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#4 Vanguard LifeStrategy Growth Fund (VASGX)

Performance (1-yr.): 20.08% Expenses: 0.17%
Performance (1-mo.): 1.89% Total Assets: $10.27B
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#5 Schwab MarketTrack Growth Portfolio (SWHGX)

Performance (1-yr.): 19.13% Expenses: 0.66%
Performance (1-mo.): 2.02% Total Assets: $729.16M
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#6 PIMCO StocksPLUS Long Duration Fund (PSLDX)

Performance (1-yr.): 35.88% Expenses: 0.59%
Performance (1-mo.): 2.18% Total Assets: $678.0M
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#7 Franklin Founding Funds Allocation Fund (FFALX)

Performance (1-yr.): 22.59% Expenses: 1.02%
Performance (1-mo.): 1.65% Total Assets: $6.29B
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#7 Oakmark Equity and Income Fund (OAKBX)

Performance (1-yr.): 21.69% Expenses: 0.77%
Performance (1-mo.): 1.54% Total Assets: $21.16B
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#9 GuideStone Funds Growth Allocation Fund I (GCOYX)

Performance (1-yr.): 18.03% Expenses: 1.02%
Performance (1-mo.): 1.89% Total Assets: $281.79M
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#9 Lord Abbett Multi-Asset Growth Fund (LWSAX)

Performance (1-yr.): 19.62% Expenses: 1.21%
Performance (1-mo.): 2.00% Total Assets: $1.1B
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Top Performing Aggressive Allocation Funds As of 07.03.2014

QS Legg Mason Lifestyle Allocation 85% (SCHAX)

Total Return: 3.63%

Dunham Alternative Income Fund (DAALX)

Total Return: 3.62%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 3.47%

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 35.88%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 25.77%

Manning & Napier Pro Blend Maximum Term Series (EXHAX)

Total Return: 25.26%

* Annualized