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®
#41 Praxis Genesis Growth Portfolio (MGAFX)
| Performance (1-yr.): 10.80% | Expenses: 1.37% |
| Performance (1-mo.): 1.24% | Total Assets: $39.84M |
#41 Prospector Capital Appreciation Fund (PCAFX)
| Performance (1-yr.): 11.32% | Expenses: 1.30% |
| Performance (1-mo.): 0.37% | Total Assets: $40.54M |
#43 Leuthold Asset Allocation Fund (LAALX)
| Performance (1-yr.): 6.69% | Expenses: 1.38% |
| Performance (1-mo.): 1.31% | Total Assets: $325.58M |
#43 Nuveen Strategy Aggressive Growth Allocation Fund (FAAGX)
| Performance (1-yr.): 13.04% | Expenses: 1.34% |
| Performance (1-mo.): 2.55% | Total Assets: $102.37M |
#43 Transamerica Asset Allocation Moderate Growth Portfolio Fund (IMLAX)
| Performance (1-yr.): 11.03% | Expenses: 1.43% |
| Performance (1-mo.): 1.98% | Total Assets: $2.94B |
#46 Columbia Capital Allocation Aggressive Portfolio (AXBAX)
| Performance (1-yr.): 12.73% | Expenses: 1.27% |
| Performance (1-mo.): 1.71% | Total Assets: $591.68M |
#47 Manning & Napier Pro Blend Maximum Term Series (EXHAX)
| Performance (1-yr.): 16.45% | Expenses: 1.10% |
| Performance (1-mo.): 0.69% | Total Assets: $895.03M |
#47 Putnam Dynamic Asset Allocation Growth Fund (PAEAX)
| Performance (1-yr.): 15.82% | Expenses: 1.14% |
| Performance (1-mo.): 2.12% | Total Assets: $1.66B |
#49 FBP Appreciation & Income Opportunities (FBPBX)
| Performance (1-yr.): 14.75% | Expenses: 1.07% |
| Performance (1-mo.): 1.28% | Total Assets: $37.29M |
#49 RidgeWorth Growth Allocation Strategy Fund (SGIAX)
| Performance (1-yr.): 8.84% | Expenses: 1.40% |
| Performance (1-mo.): 0.89% | Total Assets: $66.21M |
