Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class II AGTFX Strategy
Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes, in securities of exchange-traded funds. The advisor typically expects to allocate its investments in ETFs such that 5% of such allocation is invested in ETFs that invest primarily in fixed-income securities and money market instruments and approximately 95% of such allocation is invested in ETFs that invest primarily in equity securities of large, medium and small sized companies, and may include other investments such as commodities and commodity futures.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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| — | Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | No Load | Open | — | $195.75M | 0.600% | Below Average | $0 | $14.63M | ||
AGTFX
| Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class II | No Load | — | — | $71.03M | 0.850% | Below Average | $0 | $3.35M |