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®

Touchstone Moderate Growth Allocation Fund (TSMAX)

Performance (1-yr.): 19.22% Expenses: 1.32%
Performance (1-mo.): 0.00% Total Assets: $157.48M
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Transamerica MLP & Energy Income (TMLAX)

Performance (1-yr.): Expenses: 1.53%
Performance (1-mo.): 0.90% Total Assets: $131.02M
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USAA Cornerstone Aggressive Fund (UCAGX)

Performance (1-yr.): Expenses: 1.14%
Performance (1-mo.): 0.44% Total Assets: $83.22M
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VALIC Company II Aggressive Growth Lifestyle Fund (VAGLX)

Performance (1-yr.): 20.19% Expenses: 0.86%
Performance (1-mo.): 0.78% Total Assets: $388.92M
See all details for VAGLX »
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Top Performing Aggressive Allocation Funds as of 06.05.2013

JHancock3 Leveraged Companies Fund (JVCAX)

Total Return: 6.26%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 4.95%

Snow Capital Market Plus Fund (SPLAX)

Total Return: 4.50%

JHancock3 Leveraged Companies Fund (JVCAX)

Total Return: 48.88%

Loomis Sayles Capital Income Fund (LSCAX)

Total Return: 31.01%

Franklin Templeton Founding Allocation Fund (FFALX)

Total Return: 29.10%

SAAT Moderate Strategy Allocation Fund (SXMAX)

Total Return: 15.56%

Value Line Asset Allocation Fund (VLAAX)

Total Return: 15.11%

Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Total Return: 14.88%

* annualized