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
| 24.63% | 4.24% | 11.68% | 0.200% | 1.11 Bil | ||
| Voya Solution Aggressive S2
IAVTX
| 20.54% | 4.52% | 9.76% | 1.290% | 38.49 Mil | ||
| Voya Solution Aggressive S
IAVSX
| 20.67% | 4.69% | 9.93% | 1.140% | 38.49 Mil | ||
| Voya Solution Aggressive R6
VYRMX
| 21.05% | 4.99% | 10.24% | 0.820% | 38.49 Mil | ||
| Voya Solution Aggressive I
IAVIX
| 20.96% | 4.94% | 10.21% | 0.890% | 38.49 Mil | ||
| Voya Solution Aggressive A
IAVAX
| 20.39% | 4.40% | 9.66% | 1.390% | 38.49 Mil | ||
| Transamerica Asset Allocation Growth R3
TAAKX
| 22.55% | — | — | 1.060% | 991.00 Mil | ||
| Transamerica Asset Allocation Growth R
IGWRX
| 22.11% | 4.01% | 9.66% | 1.460% | 991.00 Mil | ||
| Transamerica Asset Allocation Growth I
TAGIX
| 22.74% | 4.64% | 10.31% | 0.860% | 991.00 Mil | ||
| Transamerica Asset Allocation Growth C
IAALX
| 21.27% | 3.39% | 9.05% | 2.040% | 991.00 Mil | ||
| Transamerica Asset Allocation Growth A
IAAAX
| 22.32% | 4.22% | 9.91% | 1.210% | 991.00 Mil | ||
| Transamerica Asset Alloc Long Hrzn R4
TALFX
| 14.85% | 1.14% | 8.57% | 1.040% | 151.39 Mil | ||
| Transamerica Asset Alloc Long Hrzn R
TALRX
| 14.50% | 0.89% | 8.28% | 1.290% | 151.39 Mil | ||
| Thrivent Aggressive Allocation S
TAAIX
| 19.36% | 4.82% | 9.91% | 1.000% | 2.63 Bil | ||
| Thrivent Aggressive Allocation A
TAAAX
| 19.17% | 4.65% | 9.74% | 1.170% | 2.63 Bil | ||
| Tactical Growth Allocation I
TFAFX
| 22.72% | 4.24% | 6.38% | 2.630% | 32.36 Mil | ||
| TFA AlphaGen Growth I
TFAGX
| — | 24.04% | — | — | 2.550% | 38.55 Mil | |
| Sound Mind Investing
SMIFX
| 16.04% | 3.95% | 8.84% | 1.480% | 107.31 Mil | ||
| Schwab MarketTrack All Equity
SWEGX
| 20.10% | 5.99% | 10.44% | 0.510% | 904.07 Mil | ||
| SEI Tax-Managed Agrsv Strat F (SAAT)
SISAX
| 16.85% | 4.81% | 9.33% | 1.090% | 80.70 Mil | ||
| SEI Market Growth Strategy Allc F (SAAT)
SGOAX
| 16.83% | 4.78% | 9.31% | 1.090% | 126.96 Mil | ||
| SEI Core Market Strategy Allc F (SAAT)
SKTAX
| 16.80% | 4.77% | 9.29% | 1.090% | 20.96 Mil | ||
| Principal SAM Strategic Growth R5
PSGFX
| 22.03% | 5.01% | 10.31% | 1.100% | 2.26 Bil | ||
| Principal SAM Strategic Growth R4
PSGLX
| 21.91% | 4.89% | 10.18% | 1.220% | 2.26 Bil | ||
| Principal SAM Strategic Growth R3
PSGPX
| 21.67% | 4.68% | 9.97% | 1.410% | 2.26 Bil |