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®

#30 SAAT Core Market Strategy Allocation Fund (SKTAX)

Performance (1-yr.): 14.97% Expenses: 1.40%
Performance (1-mo.): 1.52% Total Assets: $18.97M
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#32 American Century Strategic Allocation: Aggressive (ACVAX)

Performance (1-yr.): 11.32% Expenses: 1.46%
Performance (1-mo.): 1.75% Total Assets: $1.04B
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#33 Fidelity Asset Manager 85% Fund (FEYAX)

Performance (1-yr.): 13.56% Expenses: 1.09%
Performance (1-mo.): 2.13% Total Assets: $1.12B
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#33 Transamerica Asset Allocation Intermediate/Long Horizon (DVASX)

Performance (1-yr.): 10.20% Expenses: 1.30%
Performance (1-mo.): 1.34% Total Assets: $142.37M
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#35 Invesco Growth Allocation Fund (AADAX)

Performance (1-yr.): 12.33% Expenses: 1.32%
Performance (1-mo.): 1.58% Total Assets: $935.42M
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#36 Delaware Foundation Growth Allocation Fund (DFGAX)

Performance (1-yr.): 12.61% Expenses: 1.15%
Performance (1-mo.): 2.20% Total Assets: $112.62M
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#37 Principal Strategic Asset Management Conservative Growth (SAGPX)

Performance (1-yr.): 13.53% Expenses: 1.43%
Performance (1-mo.): 1.69% Total Assets: $2.8B
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#38 Franklin Templeton Growth Allocation Fund (FGTIX)

Performance (1-yr.): 10.02% Expenses: 1.24%
Performance (1-mo.): 1.56% Total Assets: $1.2B
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#39 Alpine Foundation Fund (ADBYX)

Performance (1-yr.): 10.50% Expenses: 1.24%
Performance (1-mo.): 2.23% Total Assets: $70.61M
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#40 AdvisorOne Select Allocation (CLBLX)

Performance (1-yr.): 12.43% Expenses: 1.39%
Performance (1-mo.): 1.58% Total Assets: $225.73M
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Top Performing Aggressive Allocation Funds as of 05.03.2013

Advantus Strategic Dividend Income Fund (VSDIX)

Total Return: 3.44%

Catalyst/Lyons Tactical Allocation Fund (CLTAX)

Total Return: 3.12%

American Funds Growth and Income Portfolio (CGNAX)

Total Return: 3.02%

JHancock3 Leveraged Companies Fund (JVCAX)

Total Return: 30.91%

Loomis Sayles Capital Income Fund (LSCAX)

Total Return: 22.32%

ING Franklin Templeton Founding Strategy Portfolio (ITFIX)

Total Return: 19.29%

SAAT Moderate Strategy Allocation Fund (SXMAX)

Total Return: 13.59%

Value Line Asset Allocation Fund (VLAAX)

Total Return: 13.41%

Wells Fargo Advantage Index Asset Allocation Fund (SFAAX)

Total Return: 12.42%

* annualized