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®

#31 RidgeWorth Growth Allocation Strategy Fund (SGIAX)

Performance (1-yr.): 18.78% Expenses: 1.41%
Performance (1-mo.): 4.01% Total Assets: $66.24M
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#32 Lord Abbett Multi-Asset Growth Fund (LWSAX)

Performance (1-yr.): 16.73% Expenses: 1.23%
Performance (1-mo.): 4.14% Total Assets: $1.03B
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#32 Oppenheimer Portfolio Series Active Allocation Fund (OAAAX)

Performance (1-yr.): 18.40% Expenses: 1.19%
Performance (1-mo.): 4.51% Total Assets: $2.47B
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#34 Madison Aggressive Allocation Fund (MAGSX)

Performance (1-yr.): 17.43% Expenses: 1.36%
Performance (1-mo.): 4.09% Total Assets: $59.54M
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#35 Ivy Balanced Fund (IBNAX)

Performance (1-yr.): 17.68% Expenses: 1.17%
Performance (1-mo.): 4.07% Total Assets: $1.65B
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#36 RidgeWorth Aggressive Growth Allocation Strategy Fund (SLAAX)

Performance (1-yr.): 21.64% Expenses: 1.51%
Performance (1-mo.): 4.43% Total Assets: $19.77M
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#37 Praxis Genesis Growth Portfolio (MGAFX)

Performance (1-yr.): 17.57% Expenses: 1.37%
Performance (1-mo.): 3.67% Total Assets: $46.46M
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#38 Hartford Growth Allocation Fund (HRAAX)

Performance (1-yr.): 17.24% Expenses: 1.36%
Performance (1-mo.): 4.15% Total Assets: $954.59M
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#38 Icon Equity Income Fund (IEQAX)

Performance (1-yr.): 16.27% Expenses: 1.46%
Performance (1-mo.): 2.78% Total Assets: $22.19M
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#40 Alpine Foundation Fund (ADBYX)

Performance (1-yr.): 10.47% Expenses: 1.33%
Performance (1-mo.): 3.51% Total Assets: $75.98M
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Top Performing Aggressive Allocation Funds As of 03.05.2014

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 6.07%

AmericaFirst Seasonal Trends Fund (STQAX)

Total Return: 5.57%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 5.20%

InvestEd Growth Portfolio (WAGRX)

Total Return: 24.58%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 24.39%

SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund (SISAX)

Total Return: 22.98%

* Annualized