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
| 12.39% | 21.46% | 8.83% | 0.750% | $27.81B | |||
| American Funds Growth Portfolio Class 529-C
CGPCX
| 11.52% | 20.55% | 8.01% | 1.510% | $27.81B | |||
| American Funds Growth Portfolio Class 529-E
CGPEX
| 12.11% | 21.18% | 8.58% | 0.990% | $27.81B | |||
| American Funds Growth Portfolio Class 529-F-2
FGPGX
| 12.66% | 21.79% | 9.13% | 0.490% | $27.81B | |||
| American Funds Growth Portfolio Class 529-F-3
FPGGX
| 12.72% | 21.85% | 9.19% | 0.430% | $27.81B | |||
| American Funds Growth Portfolio Class A
GWPAX
| 12.39% | 21.50% | 8.87% | 0.710% | $27.81B | |||
| American Funds Growth Portfolio Class ABLE-A
CGQGX
| 12.50% | 21.62% | 8.99% | 0.620% | $27.81B | |||
| American Funds Growth Portfolio Class ABLE-F-2
CGRGX
| 12.70% | 21.86% | 9.19% | 0.420% | $27.81B | |||
| American Funds Growth Portfolio Class C
GWPCX
| 11.55% | 20.59% | 8.06% | 1.470% | $27.81B | |||
| American Funds Growth Portfolio Class F-1
GWPFX
| 12.39% | 21.48% | 8.86% | 0.740% | $27.81B | |||
| American Funds Growth Portfolio Class F-2
GWPEX
| 12.68% | 21.80% | 9.14% | 0.470% | $27.81B | |||
| American Funds Growth Portfolio Class F-3
GWPDX
| 12.77% | 21.93% | 9.25% | 0.380% | $27.81B | |||
| American Funds Growth Portfolio Class R-1
RGWAX
| 11.56% | 20.60% | 8.07% | 1.470% | $27.81B | |||
| American Funds Growth Portfolio Class R-2
RGWBX
| 11.56% | 20.61% | 8.07% | 1.460% | $27.81B | |||
| American Funds Growth Portfolio Class R-2E
RBGEX
| 11.89% | 20.96% | 8.38% | 1.180% | $27.81B | |||
| American Funds Growth Portfolio Class R-3
RGPCX
| 12.07% | 21.16% | 8.56% | 1.010% | $27.81B | |||
| American Funds Growth Portfolio Class R-4
RGWEX
| 12.39% | 21.52% | 8.89% | 0.710% | $27.81B | |||
| American Funds Growth Portfolio Class R-5
RGWFX
| 12.73% | 21.86% | 9.19% | 0.430% | $27.81B | |||
| American Funds Growth Portfolio Class R-5E
RGSFX
| 12.66% | 21.77% | 9.10% | 0.510% | $27.81B | |||
| American Funds Growth Portfolio Class R-6
RGWGX
| 12.79% | 21.92% | 9.25% | 0.380% | $27.81B | |||
| Amplius Aggressive Asset Allocation ETF
AAAA
| — | — | 16.11% | — | — | 0.490% | $281.83M | |
| Aristotle Multi-Asset Capital Opportunities Fund Class A
POEAX
| 14.93% | 18.87% | 7.55% | 1.140% | $291.67M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class C
POCEX
| 14.06% | 17.96% | 6.75% | 1.890% | $291.67M | |||
| Aristotle Multi-Asset Capital Opportunities Fund Class I-2
POEDX
| 16.87% | 19.70% | 8.13% | 0.890% | $291.67M | |||
| Baron WealthBuilder Fund Institutional Shares
BWBIX
| 10.85% | 15.48% | 3.48% | 1.160% | $520.16M |
United States