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.): 10.80% |
Expenses: 1.37% |
| Performance (1-mo.): 1.24% |
Total Assets: $39.84M |
| Performance (1-yr.): 11.32% |
Expenses: 1.30% |
| Performance (1-mo.): 0.37% |
Total Assets: $40.54M |
| Performance (1-yr.): 6.69% |
Expenses: 1.38% |
| Performance (1-mo.): 1.31% |
Total Assets: $325.58M |
| Performance (1-yr.): 13.04% |
Expenses: 1.34% |
| Performance (1-mo.): 2.55% |
Total Assets: $102.37M |
| Performance (1-yr.): 11.03% |
Expenses: 1.43% |
| Performance (1-mo.): 1.98% |
Total Assets: $2.94B |
| Performance (1-yr.): 12.73% |
Expenses: 1.27% |
| Performance (1-mo.): 1.71% |
Total Assets: $591.68M |
| Performance (1-yr.): 16.45% |
Expenses: 1.10% |
| Performance (1-mo.): 0.69% |
Total Assets: $895.03M |
| Performance (1-yr.): 15.82% |
Expenses: 1.14% |
| Performance (1-mo.): 2.12% |
Total Assets: $1.66B |
| Performance (1-yr.): 14.75% |
Expenses: 1.07% |
| Performance (1-mo.): 1.28% |
Total Assets: $37.29M |
| Performance (1-yr.): 8.84% |
Expenses: 1.40% |
| Performance (1-mo.): 0.89% |
Total Assets: $66.21M |
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- Top Performing Aggressive Allocation Funds as of 05.03.2013
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