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
| 21.05% | 3.96% | 11.41% | 0.200% | 1.08 Bil | ||
| Voya Solution Aggressive S2
IAVTX
| 19.06% | 3.77% | 9.60% | 1.290% | 37.68 Mil | ||
| Voya Solution Aggressive S
IAVSX
| 19.15% | 3.93% | 9.77% | 1.140% | 37.68 Mil | ||
| Voya Solution Aggressive R6
VYRMX
| 19.65% | 4.24% | 10.08% | 0.820% | 37.68 Mil | ||
| Voya Solution Aggressive I
IAVIX
| 19.46% | 4.19% | 10.04% | 0.890% | 37.68 Mil | ||
| Voya Solution Aggressive A
IAVAX
| 18.93% | 3.66% | 9.48% | 1.390% | 37.68 Mil | ||
| Transamerica Asset Allocation Growth R3
TAAKX
| 20.42% | — | — | 1.060% | 975.02 Mil | ||
| Transamerica Asset Allocation Growth R
IGWRX
| 20.06% | 3.07% | 9.42% | 1.460% | 975.02 Mil | ||
| Transamerica Asset Allocation Growth I
TAGIX
| 20.62% | 3.70% | 10.06% | 0.860% | 975.02 Mil | ||
| Transamerica Asset Allocation Growth C
IAALX
| 19.25% | 2.47% | 8.81% | 2.040% | 975.02 Mil | ||
| Transamerica Asset Allocation Growth A
IAAAX
| 20.28% | 3.30% | 9.67% | 1.210% | 975.02 Mil | ||
| Transamerica Asset Alloc Long Hrzn R4
TALFX
| 13.47% | 0.53% | 8.48% | 1.040% | 150.32 Mil | ||
| Transamerica Asset Alloc Long Hrzn R
TALRX
| 13.18% | 0.28% | 8.20% | 1.290% | 150.32 Mil | ||
| Thrivent Aggressive Allocation S
TAAIX
| 18.50% | 4.29% | 9.82% | 1.000% | 2.60 Bil | ||
| Thrivent Aggressive Allocation A
TAAAX
| 18.24% | 4.11% | 9.64% | 1.170% | 2.60 Bil | ||
| Tactical Growth Allocation I
TFAFX
| 20.30% | 3.51% | 6.01% | 2.630% | 31.72 Mil | ||
| TFA AlphaGen Growth I
TFAGX
| — | 21.39% | — | — | 2.550% | 38.55 Mil | |
| Sound Mind Investing
SMIFX
| 13.90% | 2.65% | 8.73% | 1.480% | 105.45 Mil | ||
| Schwab MarketTrack All Equity
SWEGX
| 18.50% | 5.10% | 10.20% | 0.510% | 890.60 Mil | ||
| SEI Tax-Managed Agrsv Strat F (SAAT)
SISAX
| 15.72% | 4.30% | 9.28% | 1.090% | 80.08 Mil | ||
| SEI Market Growth Strategy Allc F (SAAT)
SGOAX
| 15.69% | 4.29% | 9.26% | 1.090% | 126.24 Mil | ||
| SEI Core Market Strategy Allc F (SAAT)
SKTAX
| 15.67% | 4.27% | 9.24% | 1.090% | 20.85 Mil | ||
| Principal SAM Strategic Growth R5
PSGFX
| 20.60% | 4.36% | 10.19% | 1.100% | 2.23 Bil | ||
| Principal SAM Strategic Growth R4
PSGLX
| 20.43% | 4.23% | 10.05% | 1.220% | 2.23 Bil | ||
| Principal SAM Strategic Growth R3
PSGPX
| 20.17% | 4.03% | 9.84% | 1.410% | 2.23 Bil |