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®

ING Solution Moderately Aggressive Portfolio (IAGIX)

Performance (1-yr.): 18.17% Expenses: 0.88%
Performance (1-mo.): 4.56% Total Assets: $30.18M
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ING Strategic Allocation Growth Portfolio (ISAGX)

Performance (1-yr.): 19.25% Expenses: 0.71%
Performance (1-mo.): 4.84% Total Assets: $157.69M
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Innealta Capital Sector Rotation Fund (SROAX)

Performance (1-yr.): 0.86% Expenses: 1.71%
Performance (1-mo.): 1.88% Total Assets: $32.76M
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InvestEd Growth Portfolio (WAGRX)

Performance (1-yr.): 24.58% Expenses: 1.17%
Performance (1-mo.): 4.14% Total Assets: $138.76M
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John Hancock Funds II Lifestyle II Growth Portfolio (JLGOX)

Performance (1-yr.): Expenses: 0.74%
Performance (1-mo.): 4.12% Total Assets: $202,447
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Loomis Sayles Capital Income Fund (LSCAX)

Performance (1-yr.): 22.35% Expenses: 1.20%
Performance (1-mo.): 4.35% Total Assets: $23.63M
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MassMutual RetireSMART Moderate Growth Fund (MOGAX)

Performance (1-yr.): 17.97% Expenses: 1.23%
Performance (1-mo.): 4.36% Total Assets: $340.37M
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Neuberger Berman Flexible Select Fund (NFLAX)

Performance (1-yr.): Expenses: 1.21%
Performance (1-mo.): 4.16% Total Assets: $91.68M
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North Star Opportunity Fund (NSOPX)

Performance (1-yr.): 22.04% Expenses: 1.99%
Performance (1-mo.): 3.80% Total Assets: $69.43M
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Nuveen Intelligent Risk Growth Allocation Fund (NIGAX)

Performance (1-yr.): 7.79% Expenses: 1.32%
Performance (1-mo.): 4.32% Total Assets: $5.7M
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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