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®

BMO Aggressive Allocation Fund (BABQX)

Performance (1-yr.): 19.94% Expenses: 0.54%
Performance (1-mo.): 2.00% Total Assets: $151.87M
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Calvert Aggressive Allocation Fund (CAAAX)

Performance (1-yr.): 20.14% Expenses: 1.26%
Performance (1-mo.): 2.07% Total Assets: $98.32M
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CVR Dynamic Allocation Fund (CVRAX)

Performance (1-yr.): Expenses: 1.65%
Performance (1-mo.): 3.18% Total Assets: $16.3M
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Dunham Alternative Income Fund (DAALX)

Performance (1-yr.): 23.00% Expenses: 3.19%
Performance (1-mo.): 3.62% Total Assets: $6.63M
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ESG Managers® Growth and Income Portfolio Fund (PGPAX)

Performance (1-yr.): 19.75% Expenses: 1.74%
Performance (1-mo.): 2.29% Total Assets: $15.01M
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Forward Dynamic Income Fund (FDYAX)

Performance (1-yr.): Expenses: 1.80%
Performance (1-mo.): 2.34% Total Assets: $5.84M
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Frost Aggressive Allocation Fund (FCAAX)

Performance (1-yr.): Expenses: 2.28%
Performance (1-mo.): 2.30% Total Assets: $492,120
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Great-West Moderately Aggressive Profile I Fund (MXRPX)

Performance (1-yr.): 17.82% Expenses: 1.20%
Performance (1-mo.): 1.68% Total Assets: $161.94M
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Great-West Moderately Aggressive Profile II Fund (MXBPX)

Performance (1-yr.): 17.76% Expenses: 1.05%
Performance (1-mo.): 1.63% Total Assets: $350.26M
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GuidePath SM Strategic Asset Allocation Fund (GPSTX)

Performance (1-yr.): 19.93% Expenses: 1.67%
Performance (1-mo.): 2.23% Total Assets: $290.23M
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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