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 Franklin Templeton Growth Allocation Fund (FGTIX)

Performance (1-yr.): 15.99% Expenses: 1.25%
Performance (1-mo.): 0.98% Total Assets: $1.43B
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#32 SEI Asset Allocation Trust Core Market Strategy Allocation Fund (SKTAX)

Performance (1-yr.): 19.32% Expenses: 1.40%
Performance (1-mo.): 0.04% Total Assets: $22.92M
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#33 Lord Abbett Multi-Asset Growth Fund (LWSAX)

Performance (1-yr.): 15.18% Expenses: 1.23%
Performance (1-mo.): 0.98% Total Assets: $1.04B
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#33 Oppenheimer Portfolio Series Active Allocation Fund (OAAAX)

Performance (1-yr.): 15.14% Expenses: 1.19%
Performance (1-mo.): 0.58% Total Assets: $2.45B
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#33 RidgeWorth Growth Allocation Strategy Fund (SGIAX)

Performance (1-yr.): 15.84% Expenses: 1.41%
Performance (1-mo.): 0.61% Total Assets: $65.73M
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#36 Ivy Balanced Fund (IBNAX)

Performance (1-yr.): 15.90% Expenses: 1.17%
Performance (1-mo.): 0.39% Total Assets: $1.77B
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#37 Hartford Growth Allocation Fund (HRAAX)

Performance (1-yr.): 15.08% Expenses: 1.36%
Performance (1-mo.): 0.07% Total Assets: $947.28M
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#38 RidgeWorth Aggressive Growth Allocation Strategy Fund (SLAAX)

Performance (1-yr.): 18.11% Expenses: 1.51%
Performance (1-mo.): 0.78% Total Assets: $19.56M
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#39 Icon Equity Income Fund (IEQAX)

Performance (1-yr.): 13.29% Expenses: 1.46%
Performance (1-mo.): 1.47% Total Assets: $22.35M
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#40 Wells Fargo Advantage WB Grow Allocation Fund (WBGGX)

Performance (1-yr.): 16.97% Expenses: 2.21%
Performance (1-mo.): 0.48% Total Assets: $388.77M
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Top Performing Aggressive Allocation Funds As of 04.22.2014

Forward Dynamic Income Fund (FDYAX)

Total Return: 2.71%

Prospector Capital Appreciation Fund (PCAFX)

Total Return: 2.25%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 2.13%

* Annualized