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
| |
|---|---|---|---|---|---|---|---|---|
| Adaptive Core ETF
RULE
| 19.66% | 14.98% | 2.51% | 1.840% | $15.99M | |||
| American Funds Growth Portfolio Class 529-A
CGPAX
| 7.15% | 20.17% | 7.29% | 0.750% | $27.03B | |||
| American Funds Growth Portfolio Class 529-C
CGPCX
| 6.31% | 19.25% | 6.48% | 1.510% | $27.03B | |||
| American Funds Growth Portfolio Class 529-E
CGPEX
| 6.88% | 19.90% | 7.06% | 0.990% | $27.03B | |||
| American Funds Growth Portfolio Class 529-F-2
FGPGX
| 7.42% | 20.48% | 7.58% | 0.490% | $27.03B | |||
| American Funds Growth Portfolio Class 529-F-3
FPGGX
| 7.47% | 20.56% | 7.64% | 0.430% | $27.03B | |||
| American Funds Growth Portfolio Class A
GWPAX
| 7.16% | 20.21% | 7.34% | 0.710% | $27.03B | |||
| American Funds Growth Portfolio Class ABLE-A
CGQGX
| 7.29% | 20.34% | 7.45% | 0.620% | $27.03B | |||
| American Funds Growth Portfolio Class ABLE-F-2
CGRGX
| 7.43% | 20.55% | 7.64% | 0.420% | $27.03B | |||
| American Funds Growth Portfolio Class C
GWPCX
| 6.39% | 19.33% | 6.54% | 1.470% | $27.03B | |||
| American Funds Growth Portfolio Class F-1
GWPFX
| 7.13% | 20.18% | 7.31% | 0.740% | $27.03B | |||
| American Funds Growth Portfolio Class F-2
GWPEX
| 7.44% | 20.52% | 7.60% | 0.470% | $27.03B | |||
| American Funds Growth Portfolio Class F-3
GWPDX
| 7.55% | 20.62% | 7.70% | 0.380% | $27.03B | |||
| American Funds Growth Portfolio Class R-1
RGWAX
| 6.37% | 19.30% | 6.54% | 1.470% | $27.03B | |||
| American Funds Growth Portfolio Class R-2
RGWBX
| 6.36% | 19.31% | 6.55% | 1.460% | $27.03B | |||
| American Funds Growth Portfolio Class R-2E
RBGEX
| 6.68% | 19.67% | 6.84% | 1.180% | $27.03B | |||
| American Funds Growth Portfolio Class R-3
RGPCX
| 6.85% | 19.86% | 7.02% | 1.010% | $27.03B | |||
| American Funds Growth Portfolio Class R-4
RGWEX
| 7.16% | 20.21% | 7.35% | 0.710% | $27.03B | |||
| American Funds Growth Portfolio Class R-5
RGWFX
| 7.46% | 20.55% | 7.65% | 0.430% | $27.03B | |||
| American Funds Growth Portfolio Class R-5E
RGSFX
| 7.37% | 20.45% | 7.55% | 0.510% | $27.03B | |||
| American Funds Growth Portfolio Class R-6
RGWGX
| 7.54% | 20.61% | 7.70% | 0.380% | $27.03B | |||
| Amplius Aggressive Asset Allocation ETF
AAAA
| — | — | 11.02% | — | — | 0.490% | $277.94M | |
| Aristotle Multi-Asset Capital Opportunities Fund Class A
POEAX
| 12.22% | 18.20% | 6.68% | 1.140% | $289.09M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class C
POCEX
| 11.42% | 17.34% | 5.90% | 1.890% | $289.09M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class I-2
POEDX
| 14.08% | 19.04% | 7.25% | 0.890% | $289.09M |
United States