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®
#11 SAAT Tax-Managed Aggressive Strategy Fund (SISAX)
| Performance (1-yr.): 25.59% | Expenses: 1.40% |
| Performance (1-mo.): 1.42% | Total Assets: $46.5M |
#11 T. Rowe Price Personal Strategy Growth Fund (TRSGX)
| Performance (1-yr.): 24.17% | Expenses: 0.83% |
| Performance (1-mo.): 1.15% | Total Assets: $1.26B |
#13 MFS Growth Allocation Fund (MAGWX)
| Performance (1-yr.): 21.44% | Expenses: 1.17% |
| Performance (1-mo.): 0.00% | Total Assets: $3.78B |
#14 Fidelity Four-in-One Index Fund (FFNOX)
| Performance (1-yr.): 24.12% | Expenses: 0.22% |
| Performance (1-mo.): 0.47% | Total Assets: $2.79B |
#15 Lord Abbett Growth & Income Strategy Fund (LWSAX)
| Performance (1-yr.): 24.71% | Expenses: 1.27% |
| Performance (1-mo.): 0.51% | Total Assets: $881.31M |
#16 MainStay Moderate Growth Allocation (MGDAX)
| Performance (1-yr.): 24.53% | Expenses: 1.54% |
| Performance (1-mo.): 1.29% | Total Assets: $492.15M |
#17 Ivy Balanced Fund (IBNAX)
| Performance (1-yr.): 17.55% | Expenses: 1.23% |
| Performance (1-mo.): 2.07% | Total Assets: $895.89M |
#18 Legg Mason Lifestyle Allocation 85% (SCHAX)
| Performance (1-yr.): 24.73% | Expenses: 1.51% |
| Performance (1-mo.): 1.29% | Total Assets: $690.34M |
#19 SAAT Aggressive Strategy Fund (SSGAX)
| Performance (1-yr.): 20.49% | Expenses: 1.42% |
| Performance (1-mo.): 0.25% | Total Assets: $308.28M |
#20 Pax World Balanced Fund (PAXWX)
| Performance (1-yr.): 16.39% | Expenses: 0.94% |
| Performance (1-mo.): 1.20% | Total Assets: $1.91B |
