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.
Screen With Investor
Name
Morningstar Category
Adjusted Expense Ratio
Market Cap
Medalist Rating
Overall
American Funds Growth Portfolio Class 529-A
CGPAX
Aggressive Allocation0.750%—
American Funds Growth Portfolio Class 529-E
CGPEX
Aggressive Allocation0.990%—
American Funds Growth Portfolio Class 529-F-2
FGPGX
Aggressive Allocation0.490%—
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WJMWV
Aggressive Allocation0.430%—
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PYWHKF
Aggressive Allocation0.710%—
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VVRQF
Aggressive Allocation0.620%—
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QYFQMM
Aggressive Allocation0.420%—
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WPKWRQ
Aggressive Allocation0.740%—
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TFHBZS
Aggressive Allocation0.470%—
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NNJSGW
Aggressive Allocation0.380%—
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QZKLKM
Aggressive Allocation1.010%—
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PYRGY
Aggressive Allocation0.710%—
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QSSSFB
Aggressive Allocation0.430%—
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VLNZC
Aggressive Allocation0.510%—
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SMZQR
Aggressive Allocation0.380%—

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