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.
|
Name
|
Morningstar Category
|
Adjusted Expense Ratio
|
Market Cap
|
Medalist Rating
Overall
| |
|---|---|---|---|---|---|
| American Funds Growth Portfolio Class 529-A
CGPAX
| Aggressive Allocation | 0.750% | — | ||
| American Funds Growth Portfolio Class 529-E
CGPEX
| Aggressive Allocation | 0.990% | — | ||
| American Funds Growth Portfolio Class 529-F-2
FGPGX
| Aggressive Allocation | 0.490% | — | ||
LOCK|f!!R%J N!<YR T@?&#P Dc%@Ch@!% ?%$Bq !vf-W-<?%G
PXQBFV
| Aggressive Allocation | 0.430% | — | ||
LOCK|ZP^GYk S^qW$ <YV>$w QCw%?PlF< nMWCK &
YCXZF
| Aggressive Allocation | 0.710% | — | ||
LOCK|rgs#!T <FCVt <&r#^J Wzx<&Ytwt DV?@B $^>F-M
NZDXP
| Aggressive Allocation | 0.620% | — | ||
LOCK|zK@sP^ >&gZD &YdYct lY<$<L@Xd h?><% <#!^-l-ym?
FYHGNH
| Aggressive Allocation | 0.420% | — | ||
LOCK|Hj#<f$ g<RF# Nb@pfh T$<jT%t@> WtnS^ !-%%
CYGDDB
| Aggressive Allocation | 0.740% | — | ||
LOCK|!H$^%! &Jm&m f#t@?> $y&tL<@P^ Kth@Z >-mPts
XQYPQD
| Aggressive Allocation | 0.470% | — | ||
LOCK|KC^<kh Hc#Tg ckFV!N @#!t^DY<d <WN$$ F->td%
WFCVQ
| Aggressive Allocation | 0.380% | — | ||
LOCK|vH?^@V !z@^Y K@>Q$> @w?W^hZ^y K^&Cb y-B
VFLYM
| Aggressive Allocation | 1.010% | — | ||
LOCK|X^@?%$ V$t@? !Wcfw# &%r?lylLg ^>zpK r-DKL
RYSKDF
| Aggressive Allocation | 0.710% | — | ||
LOCK|#@>lQG ?&MdD wsk>ZT ?>??^&%WB @^$&# &-F#h
PMCZZ
| Aggressive Allocation | 0.430% | — | ||
LOCK|%PS?z> %D&c$ v@H?N< vx%B?#<<p $!y<^ $-&R!vz
LDMDJN
| Aggressive Allocation | 0.510% | — | ||
LOCK|>R>&#v <lkzc r%q?R< hcXh#j?R? vK$BH w-&%
MPVTGK
| Aggressive Allocation | 0.380% | — |