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®
| Performance (1-yr.): 13.67% |
Expenses: 0.71% |
| Performance (1-mo.): 1.88% |
Total Assets: $149.95M |
| Performance (1-yr.): 7.30% |
Expenses: 1.46% |
| Performance (1-mo.): 1.05% |
Total Assets: $79.9M |
| Performance (1-yr.): 9.48% |
Expenses: 1.17% |
| Performance (1-mo.): 0.65% |
Total Assets: $122.24M |
| Performance (1-yr.): 18.75% |
Expenses: 1.23% |
| Performance (1-mo.): 2.52% |
Total Assets: $1.32B |
| Performance (1-yr.): 22.32% |
Expenses: 1.20% |
| Performance (1-mo.): 2.34% |
Total Assets: $21.82M |
| Performance (1-yr.): 12.84% |
Expenses: 1.25% |
| Performance (1-mo.): 1.81% |
Total Assets: $375.34M |
| Performance (1-yr.): 13.64% |
Expenses: 1.99% |
| Performance (1-mo.): 2.42% |
Total Assets: $56.1M |
| Performance (1-yr.): — |
Expenses: 1.33% |
| Performance (1-mo.): 0.00% |
Total Assets: $1.29M |
| Performance (1-yr.): — |
Expenses: 2.43% |
| Performance (1-mo.): 2.06% |
Total Assets: $1.58M |
| Performance (1-yr.): 12.85% |
Expenses: 1.19% |
| Performance (1-mo.): 1.65% |
Total Assets: $204.94M |
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- Top Performing Aggressive Allocation Funds as of 05.03.2013
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