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®
| Performance (1-yr.): 14.97% |
Expenses: 1.40% |
| Performance (1-mo.): 1.52% |
Total Assets: $18.97M |
| Performance (1-yr.): 11.32% |
Expenses: 1.46% |
| Performance (1-mo.): 1.75% |
Total Assets: $1.04B |
| Performance (1-yr.): 13.56% |
Expenses: 1.09% |
| Performance (1-mo.): 2.13% |
Total Assets: $1.12B |
| Performance (1-yr.): 10.20% |
Expenses: 1.30% |
| Performance (1-mo.): 1.34% |
Total Assets: $142.37M |
| Performance (1-yr.): 12.33% |
Expenses: 1.32% |
| Performance (1-mo.): 1.58% |
Total Assets: $935.42M |
| Performance (1-yr.): 12.61% |
Expenses: 1.15% |
| Performance (1-mo.): 2.20% |
Total Assets: $112.62M |
| Performance (1-yr.): 13.53% |
Expenses: 1.43% |
| Performance (1-mo.): 1.69% |
Total Assets: $2.8B |
| Performance (1-yr.): 10.02% |
Expenses: 1.24% |
| Performance (1-mo.): 1.56% |
Total Assets: $1.2B |
| Performance (1-yr.): 10.50% |
Expenses: 1.24% |
| Performance (1-mo.): 2.23% |
Total Assets: $70.61M |
| 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
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