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
| 12.65% | 21.78% | 9.40% | 0.750% | $28.09B | |||
| American Funds Growth Portfolio Class 529-C
CGPCX
| 11.75% | 20.85% | 8.57% | 1.510% | $28.09B | |||
| American Funds Growth Portfolio Class 529-E
CGPEX
| 12.37% | 21.48% | 9.15% | 0.990% | $28.09B | |||
| American Funds Growth Portfolio Class 529-F-2
FGPGX
| 12.92% | 22.08% | 9.69% | 0.490% | $28.09B | |||
| American Funds Growth Portfolio Class 529-F-3
FPGGX
| 12.97% | 22.16% | 9.75% | 0.430% | $28.09B | |||
| American Funds Growth Portfolio Class A
GWPAX
| 12.65% | 21.82% | 9.44% | 0.710% | $28.09B | |||
| American Funds Growth Portfolio Class ABLE-A
CGQGX
| 12.76% | 21.94% | 9.55% | 0.620% | $28.09B | |||
| American Funds Growth Portfolio Class ABLE-F-2
CGRGX
| 12.95% | 22.17% | 9.76% | 0.420% | $28.09B | |||
| American Funds Growth Portfolio Class C
GWPCX
| 11.82% | 20.91% | 8.62% | 1.470% | $28.09B | |||
| American Funds Growth Portfolio Class F-1
GWPFX
| 12.65% | 21.80% | 9.42% | 0.740% | $28.09B | |||
| American Funds Growth Portfolio Class F-2
GWPEX
| 12.93% | 22.12% | 9.71% | 0.470% | $28.09B | |||
| American Funds Growth Portfolio Class F-3
GWPDX
| 13.02% | 22.21% | 9.81% | 0.380% | $28.09B | |||
| American Funds Growth Portfolio Class R-1
RGWAX
| 11.82% | 20.91% | 8.63% | 1.470% | $28.09B | |||
| American Funds Growth Portfolio Class R-2
RGWBX
| 11.83% | 20.93% | 8.63% | 1.460% | $28.09B | |||
| American Funds Growth Portfolio Class R-2E
RBGEX
| 12.15% | 21.26% | 8.95% | 1.180% | $28.09B | |||
| American Funds Growth Portfolio Class R-3
RGPCX
| 12.33% | 21.46% | 9.12% | 1.010% | $28.09B | |||
| American Funds Growth Portfolio Class R-4
RGWEX
| 12.65% | 21.82% | 9.45% | 0.710% | $28.09B | |||
| American Funds Growth Portfolio Class R-5
RGWFX
| 12.98% | 22.16% | 9.76% | 0.430% | $28.09B | |||
| American Funds Growth Portfolio Class R-5E
RGSFX
| 12.91% | 22.07% | 9.67% | 0.510% | $28.09B | |||
| American Funds Growth Portfolio Class R-6
RGWGX
| 13.01% | 22.22% | 9.81% | 0.380% | $28.09B | |||
| Amplius Aggressive Asset Allocation ETF
AAAA
| — | — | 15.52% | — | — | 0.490% | $282.58M | |
| Aristotle Multi-Asset Capital Opportunities Fund Class A
POEAX
| 14.57% | 18.73% | 7.94% | 1.140% | $292.57M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class C
POCEX
| 13.81% | 17.88% | 7.16% | 1.890% | $292.57M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class I-2
POEDX
| 15.97% | 19.40% | 8.42% | 0.890% | $292.57M | |||
| Baron WealthBuilder Fund Institutional Shares
BWBIX
| 8.19% | 14.60% | 3.72% | 1.160% | $513.08M |
United States