Best 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. This list contains those funds that also received a Gold Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. Gold is Morningstar’s top recommendation, reserved for investments that are expected to add the most value within their category.
|
Name
|
Morningstar Category
|
Adjusted Expense Ratio
|
Market Cap
|
Medalist Rating
Overall
| |
|---|---|---|---|---|---|
| American Funds Growth Portfolio Class 529-A
CGPAX
| Aggressive Allocation | 0.750% | — | ||
| American Funds Growth Portfolio Class 529-E
CGPEX
| Aggressive Allocation | 0.990% | — | ||
| American Funds Growth Portfolio Class 529-F-2
FGPGX
| Aggressive Allocation | 0.490% | — | ||
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SHPFN
| Aggressive Allocation | 0.430% | — | ||
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MVZGG
| Aggressive Allocation | 0.710% | — | ||
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BQJSBL
| Aggressive Allocation | 0.620% | — | ||
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LJDZPP
| Aggressive Allocation | 0.420% | — | ||
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FTPJBW
| Aggressive Allocation | 0.740% | — | ||
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RZXXZ
| Aggressive Allocation | 0.470% | — | ||
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MHLZKM
| Aggressive Allocation | 0.380% | — | ||
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SLSNN
| Aggressive Allocation | 1.010% | — | ||
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CYMLH
| Aggressive Allocation | 0.710% | — | ||
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XKHJSN
| Aggressive Allocation | 0.430% | — | ||
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FZMCWL
| Aggressive Allocation | 0.510% | — | ||
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NQYDG
| Aggressive Allocation | 0.380% | — |