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®

American Funds College 2030 Fund (CTHAX)

Performance (1-yr.): 21.00% Expenses: 0.80%
Performance (1-mo.): 4.45% Total Assets: $195.27M
See all details for CTHAX »

American Funds Growth and Income Portfolio (CGNAX)

Performance (1-yr.): 19.21% Expenses: 0.76%
Performance (1-mo.): 4.41% Total Assets: $2.35B
See all details for CGNAX »

AXA All Asset Aggressive - Alt 50 Portfolio (None)

Performance (1-yr.): Expenses: 0.85%
Performance (1-mo.): 4.87% Total Assets: $4.13M
See all details for None »

AXA All Asset Aggressive - Alt 75 Portfolio (None)

Performance (1-yr.): Expenses: 0.90%
Performance (1-mo.): 4.81% Total Assets: $4.05M
See all details for None »

AXA Charter Aggressive Growth Portfolio (None)

Performance (1-yr.): Expenses: 1.55%
Performance (1-mo.): 4.33% Total Assets: $4.61M
See all details for None »

CVR Dynamic Allocation Fund (CVRAX)

Performance (1-yr.): Expenses: 1.65%
Performance (1-mo.): 4.19% Total Assets: $7.17M
See all details for CVRAX »

Dunham Alternative Income Fund (DAALX)

Performance (1-yr.): 12.73% Expenses: 3.19%
Performance (1-mo.): 1.40% Total Assets: $5.09M
See all details for DAALX »

ESG Managers Growth and Income Portfolio Fund (PGPAX)

Performance (1-yr.): 17.41% Expenses: 1.68%
Performance (1-mo.): 3.92% Total Assets: $12.13M
See all details for PGPAX »

First Pacific Low Volatility Fund (LOVIX)

Performance (1-yr.): 18.96% Expenses: 1.48%
Performance (1-mo.): 4.27% Total Assets: $39.14M
See all details for LOVIX »

Forward Dynamic Income Fund (FDYAX)

Performance (1-yr.): Expenses: 2.39%
Performance (1-mo.): 3.09% Total Assets: $3.36M
See all details for FDYAX »

Top Performing Aggressive Allocation Funds As of 03.05.2014

PIMCO StocksPLUS Long Duration Fund (PSLDX)

Total Return: 6.07%

AmericaFirst Seasonal Trends Fund (STQAX)

Total Return: 5.57%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 5.20%

InvestEd Growth Portfolio (WAGRX)

Total Return: 24.58%

Davis Appreciation & Income Fund (RPFCX)

Total Return: 24.39%

SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund (SISAX)

Total Return: 22.98%

* Annualized