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®
AmericaFirst Absolute Return Fund (ABRFX)
| Performance (1-yr.): 3.13% | Expenses: 2.46% |
| Performance (1-mo.): 0.93% | Total Assets: $20.72M |
American Funds College 2030 Fund (CTHAX)
| Performance (1-yr.): — | Expenses: 0.97% |
| Performance (1-mo.): 3.01% | Total Assets: $55.74M |
American Funds Growth and Income Portfolio (CGNAX)
| Performance (1-yr.): — | Expenses: 0.88% |
| Performance (1-mo.): 3.02% | Total Assets: $994.62M |
Ascendant Balanced Fund (ATBAX)
| Performance (1-yr.): 10.16% | Expenses: 2.39% |
| Performance (1-mo.): 0.93% | Total Assets: $19.31M |
Catalyst/Lyons Tactical Allocation Fund (CLTAX)
| Performance (1-yr.): — | Expenses: 1.55% |
| Performance (1-mo.): 3.12% | Total Assets: $14.62M |
Columbia Marsico Flexible Capital Fund (CCMAX)
| Performance (1-yr.): 15.74% | Expenses: 1.31% |
| Performance (1-mo.): 1.98% | Total Assets: $148.88M |
ESG Managers Growth and Income Portfolio Fund (PGPAX)
| Performance (1-yr.): 14.39% | Expenses: 1.47% |
| Performance (1-mo.): 1.54% | Total Assets: $12.31M |
First Pacific Low Volatility Fund (LOVIX)
| Performance (1-yr.): 9.68% | Expenses: 1.62% |
| Performance (1-mo.): 2.59% | Total Assets: $33.36M |
Great-West Moderately Aggressive Profile I Fund (MXRPX)
| Performance (1-yr.): 13.65% | Expenses: 1.18% |
| Performance (1-mo.): 1.87% | Total Assets: $146.85M |
Great-West Moderately Aggressive Profile II Fund (MXBPX)
| Performance (1-yr.): 13.69% | Expenses: 1.03% |
| Performance (1-mo.): 1.80% | Total Assets: $257.3M |
