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®
#21 Columbia Global Opportunities Fund (IMRFX)
| Performance (1-yr.): 10.35% | Expenses: 1.26% |
| Performance (1-mo.): 0.83% | Total Assets: $875.17M |
#22 Pax World Balanced Fund (PAXWX)
| Performance (1-yr.): 7.86% | Expenses: 0.95% |
| Performance (1-mo.): 0.52% | Total Assets: $1.89B |
#23 CGM Mutual Fund (LOMMX)
| Performance (1-yr.): 13.06% | Expenses: 1.12% |
| Performance (1-mo.): 0.48% | Total Assets: $471.26M |
#24 Hartford Growth Allocation Fund (HRAAX)
| Performance (1-yr.): 12.65% | Expenses: 1.35% |
| Performance (1-mo.): 2.32% | Total Assets: $894.75M |
#24 Legg Mason Lifestyle Allocation 85% (SCHAX)
| Performance (1-yr.): 14.52% | Expenses: 1.49% |
| Performance (1-mo.): 1.77% | Total Assets: $685.04M |
#26 Madison Aggressive Allocation Fund (MAGSX)
| Performance (1-yr.): 14.01% | Expenses: 1.38% |
| Performance (1-mo.): 1.77% | Total Assets: $51.36M |
#26 Vantagepoint Model Portfolio Long-Term Growth Fund (VPLGX)
| Performance (1-yr.): 12.58% | Expenses: 0.91% |
| Performance (1-mo.): 1.30% | Total Assets: $1.99B |
#28 Invesco Leaders (VLFAX)
| Performance (1-yr.): 15.71% | Expenses: 1.30% |
| Performance (1-mo.): 1.86% | Total Assets: $177.5M |
#29 Plumb Balanced Fund (PLBBX)
| Performance (1-yr.): 5.86% | Expenses: 1.26% |
| Performance (1-mo.): 1.36% | Total Assets: $34.19M |
#30 Nuveen Strategy Growth Allocation Fund (FAGSX)
| Performance (1-yr.): 12.00% | Expenses: 1.30% |
| Performance (1-mo.): 2.34% | Total Assets: $162.22M |
