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.): 8.88% |
Expenses: 2.02% |
| Performance (1-mo.): 0.54% |
Total Assets: $6.14M |
| Performance (1-yr.): 11.22% |
Expenses: 1.40% |
| Performance (1-mo.): 2.43% |
Total Assets: $34.57M |
| Performance (1-yr.): 11.47% |
Expenses: 1.40% |
| Performance (1-mo.): 2.40% |
Total Assets: $24.49M |
| Performance (1-yr.): 18.48% |
Expenses: 0.17% |
| Performance (1-mo.): 0.98% |
Total Assets: $1.02B |
| Performance (1-yr.): 13.67% |
Expenses: 1.59% |
| Performance (1-mo.): 2.04% |
Total Assets: $39.81M |
| Performance (1-yr.): — |
Expenses: 1.00% |
| Performance (1-mo.): 2.05% |
Total Assets: $255,484 |
| Performance (1-yr.): 14.53% |
Expenses: 0.58% |
| Performance (1-mo.): 2.06% |
Total Assets: $23.79M |
| Performance (1-yr.): 14.61% |
Expenses: 0.50% |
| Performance (1-mo.): 1.85% |
Total Assets: $3.44M |
| Performance (1-yr.): 10.57% |
Expenses: 0.67% |
| Performance (1-mo.): 1.29% |
Total Assets: $699.68M |
| Performance (1-yr.): 12.27% |
Expenses: 1.32% |
| Performance (1-mo.): 2.01% |
Total Assets: $159.47M |
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- Top Performing Aggressive Allocation Funds as of 05.03.2013
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