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.): 12.26% |
Expenses: 1.66% |
| Performance (1-mo.): 1.79% |
Total Assets: $39.14M |
| Performance (1-yr.): 6.65% |
Expenses: 1.25% |
| Performance (1-mo.): 2.52% |
Total Assets: $42.78M |
| Performance (1-yr.): 11.88% |
Expenses: 1.70% |
| Performance (1-mo.): 1.93% |
Total Assets: $119.6M |
| Performance (1-yr.): 7.64% |
Expenses: 2.18% |
| Performance (1-mo.): 0.56% |
Total Assets: $767.95M |
| Performance (1-yr.): 30.91% |
Expenses: 6.92% |
| Performance (1-mo.): 1.41% |
Total Assets: $1.76M |
| Performance (1-yr.): 7.95% |
Expenses: 2.22% |
| Performance (1-mo.): 0.47% |
Total Assets: $313.29M |
| Performance (1-yr.): 13.51% |
Expenses: 3.13% |
| Performance (1-mo.): 0.00% |
Total Assets: $9.88M |
| Performance (1-yr.): 5.85% |
Expenses: 0.95% |
| Performance (1-mo.): 0.84% |
Total Assets: $340.33M |
| Performance (1-yr.): 8.57% |
Expenses: 2.82% |
| Performance (1-mo.): 0.63% |
Total Assets: $40.02M |
| Performance (1-yr.): — |
Expenses: 0.96% |
| Performance (1-mo.): 3.44% |
Total Assets: $59.83M |
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- Top Performing Aggressive Allocation Funds as of 05.03.2013
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