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®

#51 CGM Mutual Fund (LOMMX)

Performance (1-yr.): 12.57% Expenses: 1.11%
Performance (1-mo.): 3.04% Total Assets: $455.4M
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#52 PL Portfolio Optimization Moderate Aggressive Fund (PODAX)

Performance (1-yr.): 16.58% Expenses: 1.42%
Performance (1-mo.): 2.27% Total Assets: $1.13B
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#53 Generation Wave Growth Fund (GWGFX)

Performance (1-yr.): 14.58% Expenses: 1.77%
Performance (1-mo.): 0.98% Total Assets: $13.53M
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Advantus Strategic Dividend Income Fund (VSDIX)

Performance (1-yr.): 14.51% Expenses: 0.96%
Performance (1-mo.): 2.81% Total Assets: $84.04M
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Alpine Foundation Fund (ADABX)

Performance (1-yr.): 15.15% Expenses: 1.58%
Performance (1-mo.): 1.17% Total Assets: $79.1M
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AmericaFirst Seasonal Trends Fund (STQAX)

Performance (1-yr.): Expenses: 2.30%
Performance (1-mo.): 0.48% Total Assets: $31.69M
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American Funds College 2030 Fund (CTHAX)

Performance (1-yr.): 21.96% Expenses: 0.80%
Performance (1-mo.): 1.25% Total Assets: $269.51M
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American Funds Growth and Income Portfolio (CGNAX)

Performance (1-yr.): 20.73% Expenses: 0.76%
Performance (1-mo.): 1.34% Total Assets: $3.04B
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AXA All Asset Aggressive - Alt 50 Portfolio (None)

Performance (1-yr.): Expenses: 1.20%
Performance (1-mo.): 2.96% Total Assets: $4.46M
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AXA Charter Aggressive Growth Portfolio (None)

Performance (1-yr.): Expenses: 1.52%
Performance (1-mo.): 2.54% Total Assets: $6.17M
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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