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 |
#32 American Century Strategic Allocation: Aggressive (ACVAX)
| Performance (1-yr.): 11.32% | Expenses: 1.46% |
| Performance (1-mo.): 1.75% | Total Assets: $1.04B |
#33 Fidelity Asset Manager 85% Fund (FEYAX)
| Performance (1-yr.): 13.56% | Expenses: 1.09% |
| Performance (1-mo.): 2.13% | Total Assets: $1.12B |
#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 |
#35 Invesco Growth Allocation Fund (AADAX)
| Performance (1-yr.): 12.33% | Expenses: 1.32% |
| Performance (1-mo.): 1.58% | Total Assets: $935.42M |
#36 Delaware Foundation Growth Allocation Fund (DFGAX)
| Performance (1-yr.): 12.61% | Expenses: 1.15% |
| Performance (1-mo.): 2.20% | Total Assets: $112.62M |
#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 |
#38 Franklin Templeton Growth Allocation Fund (FGTIX)
| Performance (1-yr.): 10.02% | Expenses: 1.24% |
| Performance (1-mo.): 1.56% | Total Assets: $1.2B |
#39 Alpine Foundation Fund (ADBYX)
| Performance (1-yr.): 10.50% | Expenses: 1.24% |
| Performance (1-mo.): 2.23% | Total Assets: $70.61M |
#40 AdvisorOne Select Allocation (CLBLX)
| Performance (1-yr.): 12.43% | Expenses: 1.39% |
| Performance (1-mo.): 1.58% | Total Assets: $225.73M |
