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 Prudential Growth Allocation (JDAAX)

Performance (1-yr.): 20.29% Expenses: 1.84%
Performance (1-mo.): 2.52% Total Assets: $100.9M
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#42 Prospector Capital Appreciation Fund (PCAFX)

Performance (1-yr.): 21.29% Expenses: 1.30%
Performance (1-mo.): 1.89% Total Assets: $41.82M
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#43 John Hancock Funds Lifestyle Growth Portfolio (JALGX)

Performance (1-yr.): 20.01% Expenses: 1.35%
Performance (1-mo.): 1.99% Total Assets: $14.86B
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#43 Pioneer Ibbotson Growth Allocation Fund (GRAAX)

Performance (1-yr.): 18.35% Expenses: 1.53%
Performance (1-mo.): 1.99% Total Assets: $244.52M
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#45 Roge Partners Fund (ROGEX)

Performance (1-yr.): 20.50% Expenses: 2.11%
Performance (1-mo.): 1.62% Total Assets: $23.09M
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#46 AdvisorOne Select Allocation (CLBLX)

Performance (1-yr.): 16.00% Expenses: 1.37%
Performance (1-mo.): 1.68% Total Assets: $240.72M
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#47 Transamerica Asset Allocation Growth Portfolio Fund (IAAAX)

Performance (1-yr.): 20.09% Expenses: 1.45%
Performance (1-mo.): 2.20% Total Assets: $1.61B
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#48 Icon Equity Income Fund (IEQAX)

Performance (1-yr.): 17.60% Expenses: 1.46%
Performance (1-mo.): 0.76% Total Assets: $24.93M
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#49 Wells Fargo Advantage WB Grow Allocation Fund (WBGGX)

Performance (1-yr.): 18.59% Expenses: 2.21%
Performance (1-mo.): 2.03% Total Assets: $412.83M
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#50 Russell LifePoints Growth Strategy Fund (RALAX)

Performance (1-yr.): 17.52% Expenses: 1.48%
Performance (1-mo.): 1.65% Total Assets: $2.42B
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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