Aggressive Allocation Funds
Aggressive allocation funds and ETFs typically invest in a combination of stocks, bonds, and cash in a single portfolio, with equities ranging from 70% to 85% of assets.
|
Name
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|
| American Funds Growth Portfolio Class 529-A
CGPAX
| 20.69% | 20.84% | 9.66% | 0.750% | $28.22B | |||
| American Funds Growth Portfolio Class 529-C
CGPCX
| 19.76% | 19.91% | 8.82% | 1.510% | $28.22B | |||
| American Funds Growth Portfolio Class 529-E
CGPEX
| 20.38% | 20.55% | 9.42% | 0.990% | $28.22B | |||
| American Funds Growth Portfolio Class 529-F-2
FGPGX
| 20.95% | 21.14% | 9.95% | 0.490% | $28.22B | |||
| American Funds Growth Portfolio Class 529-F-3
FPGGX
| 21.02% | 21.22% | 10.02% | 0.430% | $28.22B | |||
| American Funds Growth Portfolio Class A
GWPAX
| 20.70% | 20.88% | 9.70% | 0.710% | $28.22B | |||
| American Funds Growth Portfolio Class ABLE-A
CGQGX
| 20.81% | 20.98% | 9.82% | 0.620% | $28.22B | |||
| American Funds Growth Portfolio Class ABLE-F-2
CGRGX
| 21.02% | 21.23% | 10.03% | 0.420% | $28.22B | |||
| American Funds Growth Portfolio Class C
GWPCX
| 19.84% | 19.97% | 8.89% | 1.470% | $28.22B | |||
| American Funds Growth Portfolio Class F-1
GWPFX
| 20.66% | 20.84% | 9.69% | 0.740% | $28.22B | |||
| American Funds Growth Portfolio Class F-2
GWPEX
| 20.99% | 21.17% | 9.97% | 0.470% | $28.22B | |||
| American Funds Growth Portfolio Class F-3
GWPDX
| 21.11% | 21.28% | 10.08% | 0.380% | $28.22B | |||
| American Funds Growth Portfolio Class R-1
RGWAX
| 19.77% | 19.97% | 8.89% | 1.470% | $28.22B | |||
| American Funds Growth Portfolio Class R-2
RGWBX
| 19.78% | 19.97% | 8.89% | 1.460% | $28.22B | |||
| American Funds Growth Portfolio Class R-2E
RBGEX
| 20.15% | 20.33% | 9.21% | 1.180% | $28.22B | |||
| American Funds Growth Portfolio Class R-3
RGPCX
| 20.32% | 20.51% | 9.39% | 1.010% | $28.22B | |||
| American Funds Growth Portfolio Class R-4
RGWEX
| 20.71% | 20.88% | 9.72% | 0.710% | $28.22B | |||
| American Funds Growth Portfolio Class R-5
RGWFX
| 21.03% | 21.21% | 10.02% | 0.430% | $28.22B | |||
| American Funds Growth Portfolio Class R-5E
RGSFX
| 20.92% | 21.12% | 9.93% | 0.510% | $28.22B | |||
| American Funds Growth Portfolio Class R-6
RGWGX
| 21.11% | 21.29% | 10.08% | 0.380% | $28.22B | |||
| Amplius Aggressive Asset Allocation ETF
AAAA
| — | — | 22.15% | — | — | 0.490% | $285.77M | |
| Aristotle Multi-Asset Capital Opportunities Fund Class A
POEAX
| 23.38% | 17.98% | 8.13% | 1.140% | $304.79M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class C
POCEX
| 22.46% | 17.10% | 7.32% | 1.890% | $304.79M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class I-2
POEDX
| 25.41% | 18.85% | 8.71% | 0.890% | $304.79M | |||
| Baron WealthBuilder Fund Institutional Shares
BWBIX
| 16.52% | 14.28% | 4.53% | 1.160% | $536.56M |
United States