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 Manning & Napier Pro Blend Maximum Term Series (EXHAX)

Performance (1-yr.): 25.26% Expenses: 1.08%
Performance (1-mo.): 2.62% Total Assets: $1.2B
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#11 Putnam Dynamic Asset Allocation Growth Fund (PAEAX)

Performance (1-yr.): 22.07% Expenses: 1.10%
Performance (1-mo.): 1.84% Total Assets: $1.85B
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#13 Waddell & Reed Advisor Continental Income Fund (UNCIX)

Performance (1-yr.): 19.49% Expenses: 1.20%
Performance (1-mo.): 2.18% Total Assets: $1.28B
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#14 Fidelity Asset Manager® 85% Fund (FEYAX)

Performance (1-yr.): 23.13% Expenses: 1.06%
Performance (1-mo.): 2.21% Total Assets: $1.61B
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#15 MainStay Moderate Growth Allocation (MGDAX)

Performance (1-yr.): 19.77% Expenses: 1.54%
Performance (1-mo.): 1.71% Total Assets: $630.82M
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#16 MFS® Growth Allocation Fund (MAGWX)

Performance (1-yr.): 18.00% Expenses: 1.12%
Performance (1-mo.): 1.51% Total Assets: $5.08B
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#17 Ivy Balanced Fund (IBNAX)

Performance (1-yr.): 19.42% Expenses: 1.17%
Performance (1-mo.): 2.22% Total Assets: $1.93B
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#18 Invesco Equity and Income Fund (ACEIX)

Performance (1-yr.): 17.60% Expenses: 0.79%
Performance (1-mo.): 2.13% Total Assets: $13.55B
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#19 Boston Trust Asset Management Fund (BTBFX)

Performance (1-yr.): 15.95% Expenses: 0.96%
Performance (1-mo.): 1.05% Total Assets: $353.95M
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#20 QS Legg Mason Lifestyle Allocation 85% (SCHAX)

Performance (1-yr.): 22.95% Expenses: 1.42%
Performance (1-mo.): 3.63% Total Assets: $780.81M
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Top Performing Aggressive Allocation Funds As of 07.03.2014

QS Legg Mason Lifestyle Allocation 85% (SCHAX)

Total Return: 3.63%

Dunham Alternative Income Fund (DAALX)

Total Return: 3.62%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 3.47%

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 35.88%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 25.77%

Manning & Napier Pro Blend Maximum Term Series (EXHAX)

Total Return: 25.26%

* Annualized