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
|
|---|---|---|---|---|---|---|---|
| WisdomTree U.S. Efficient Core Fund
NTSX
| 20.40% | 3.65% | 11.28% | 0.200% | 1.08 Bil | ||
| Voya Solution Aggressive S2
IAVTX
| 17.94% | 3.68% | 9.52% | 1.290% | 37.71 Mil | ||
| Voya Solution Aggressive S
IAVSX
| 18.05% | 3.84% | 9.68% | 1.140% | 37.71 Mil | ||
| Voya Solution Aggressive R6
VYRMX
| 18.47% | 4.15% | 9.99% | 0.820% | 37.71 Mil | ||
| Voya Solution Aggressive I
IAVIX
| 18.38% | 4.10% | 9.96% | 0.890% | 37.71 Mil | ||
| Voya Solution Aggressive A
IAVAX
| 17.81% | 3.57% | 9.40% | 1.390% | 37.71 Mil | ||
| Transamerica Asset Allocation Growth R3
TAAKX
| 19.54% | — | — | 1.060% | 975.90 Mil | ||
| Transamerica Asset Allocation Growth R
IGWRX
| 19.18% | 3.15% | 9.37% | 1.460% | 975.90 Mil | ||
| Transamerica Asset Allocation Growth I
TAGIX
| 19.83% | 3.78% | 10.00% | 0.860% | 975.90 Mil | ||
| Transamerica Asset Allocation Growth C
IAALX
| 18.35% | 2.55% | 8.75% | 2.040% | 975.90 Mil | ||
| Transamerica Asset Allocation Growth A
IAAAX
| 19.40% | 3.39% | 9.62% | 1.210% | 975.90 Mil | ||
| Transamerica Asset Alloc Long Hrzn R4
TALFX
| 12.49% | 0.47% | 8.38% | 1.040% | 149.83 Mil | ||
| Transamerica Asset Alloc Long Hrzn R
TALRX
| 12.27% | 0.26% | 8.12% | 1.290% | 149.83 Mil | ||
| Thrivent Aggressive Allocation S
TAAIX
| 17.20% | 4.14% | 9.70% | 1.000% | 2.60 Bil | ||
| Thrivent Aggressive Allocation A
TAAAX
| 16.99% | 3.96% | 9.52% | 1.170% | 2.60 Bil | ||
| Tactical Growth Allocation I
TFAFX
| 20.32% | 3.50% | 6.09% | 2.630% | 31.80 Mil | ||
| TFA AlphaGen Growth I
TFAGX
| — | 20.96% | — | — | 2.550% | 38.55 Mil | |
| Sound Mind Investing
SMIFX
| 13.93% | 2.69% | 8.64% | 1.480% | 105.78 Mil | ||
| Schwab MarketTrack All Equity
SWEGX
| 17.55% | 5.12% | 10.20% | 0.510% | 891.30 Mil | ||
| SEI Tax-Managed Agrsv Strat F (SAAT)
SISAX
| 14.37% | 4.13% | 9.16% | 1.090% | 80.07 Mil | ||
| SEI Market Growth Strategy Allc F (SAAT)
SGOAX
| 14.36% | 4.12% | 9.15% | 1.090% | 126.13 Mil | ||
| SEI Core Market Strategy Allc F (SAAT)
SKTAX
| 14.35% | 4.11% | 9.13% | 1.090% | 20.80 Mil | ||
| Principal SAM Strategic Growth R5
PSGFX
| 19.43% | 4.29% | 10.10% | 1.100% | 2.23 Bil | ||
| Principal SAM Strategic Growth R4
PSGLX
| 19.27% | 4.18% | 9.96% | 1.220% | 2.23 Bil | ||
| Principal SAM Strategic Growth R3
PSGPX
| 19.06% | 3.96% | 9.75% | 1.410% | 2.23 Bil |