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®

SEI Asset Allocation Trust Market Growth Strategy Allocation Fund (SGOAX)

Performance (1-yr.): 22.44% Expenses: 1.40%
Performance (1-mo.): 2.21% Total Assets: $132.16M
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SEI Asset Allocation Trust Moderate Strategy Allocation Fund (SXMAX)

Performance (1-yr.): 19.58% Expenses: 1.38%
Performance (1-mo.): 1.44% Total Assets: $83.32M
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SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund (SISAX)

Performance (1-yr.): 22.40% Expenses: 1.40%
Performance (1-mo.): 2.24% Total Assets: $63.12M
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SiM Dynamic Allocation Equity Income Fund (SDEAX)

Performance (1-yr.): 18.83% Expenses: 1.60%
Performance (1-mo.): 2.01% Total Assets: $41.26M
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Sterling Capital Strategic Allocation Growth Fund (BCMAX)

Performance (1-yr.): 16.90% Expenses: 1.19%
Performance (1-mo.): 1.85% Total Assets: $27.93M
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Thrivent Growth and Income Plus Fund (TEIAX)

Performance (1-yr.): 13.04% Expenses: 1.18%
Performance (1-mo.): 1.67% Total Assets: $62.01M
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TIAA-CREF Lifestyle Growth Fund (TSGGX)

Performance (1-yr.): 20.04% Expenses: 0.57%
Performance (1-mo.): 1.96% Total Assets: $52.62M
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Timothy Plan Strategic Growth Fund (TSGAX)

Performance (1-yr.): 17.63% Expenses: 2.14%
Performance (1-mo.): 2.21% Total Assets: $47.8M
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TOPS® Growth ETF Portfolio (None)

Performance (1-yr.): 19.60% Expenses: 0.44%
Performance (1-mo.): 2.42% Total Assets: $5.42M
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TOPS® Managed Risk Growth ETF Portfolio (None)

Performance (1-yr.): 16.47% Expenses: 0.63%
Performance (1-mo.): 2.34% Total Assets: $1.26B
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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