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 Davis Appreciation & Income Fund (RPFCX)

Performance (1-yr.): 25.77% Expenses: 0.93%
Performance (1-mo.): 3.47% Total Assets: $323.24M
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#32 Holland Balanced Fund (HOLBX)

Performance (1-yr.): 14.39% Expenses: 2.01%
Performance (1-mo.): 1.93% Total Assets: $30.9M
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#32 Wells Fargo Advantage Diversified Capital Builder Fund (EKBAX)

Performance (1-yr.): 25.10% Expenses: 1.20%
Performance (1-mo.): 3.07% Total Assets: $612.27M
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#34 Thrivent Moderate Aggressive Allocation Fund (TMAAX)

Performance (1-yr.): 19.41% Expenses: 1.21%
Performance (1-mo.): 1.86% Total Assets: $1.86B
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#35 RidgeWorth Aggressive Growth Allocation Strategy Fund (SLAAX)

Performance (1-yr.): 22.48% Expenses: 1.51%
Performance (1-mo.): 1.99% Total Assets: $19.36M
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#36 American Century Investments Strategic Allocation: Aggressive Fund (ACVAX)

Performance (1-yr.): 18.08% Expenses: 1.45%
Performance (1-mo.): 2.03% Total Assets: $1.13B
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#36 Fidelity® Strategic Dividend & Income® Fund (FASDX)

Performance (1-yr.): 17.40% Expenses: 1.05%
Performance (1-mo.): 1.89% Total Assets: $4.15B
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#38 Principal Strategic Asset Management Conservative Growth (SAGPX)

Performance (1-yr.): 19.65% Expenses: 1.40%
Performance (1-mo.): 2.29% Total Assets: $3.29B
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#39 Invesco Growth Allocation Fund (AADAX)

Performance (1-yr.): 17.97% Expenses: 1.25%
Performance (1-mo.): 1.83% Total Assets: $1.22B
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#40 FBP Appreciation & Income Opportunities (FBPBX)

Performance (1-yr.): 16.71% Expenses: 1.07%
Performance (1-mo.): 2.30% Total Assets: $40.31M
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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