Aggressive Allocation Funds
Aggressive allocation funds typically allocate at least 10% to equities of foreign companies and prioritize capital appreciation over preservation. They typically expect volatility similar to a strategic equity exposure of more than 85%.
|
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 529A
CGPAX
| 24.51% | 4.93% | 11.80% | 0.800% | 18.97 Bil | ||
| American Funds Growth Portfolio F2
GWPEX
| 24.92% | 5.25% | 12.13% | 0.490% | 18.97 Bil | ||
| American Funds Growth Portfolio R4
RGWEX
| 24.59% | 4.99% | 11.86% | 0.720% | 18.97 Bil | ||
| American Funds Growth Portfolio R3
RGPCX
| 24.22% | 4.69% | 11.53% | 1.030% | 18.97 Bil | ||
| American Funds Growth Portfolio 529-F-2
FGPGX
| 24.83% | 5.23% | — | 0.520% | 18.97 Bil | ||
| American Funds Growth Portfolio R6
RGWGX
| 25.04% | 5.36% | 12.25% | 0.390% | 18.97 Bil | ||
| American Funds Growth Portfolio F1
GWPFX
| 24.56% | 4.97% | 11.83% | 0.760% | 18.97 Bil | ||
| American Funds Growth Portfolio R5
RGWFX
| 24.96% | 5.30% | 12.20% | 0.440% | 18.97 Bil | ||
| American Funds Growth Portfolio 529F1
CGPFX
| 24.81% | 5.17% | 12.05% | 0.820% | 18.97 Bil | ||
| American Funds Growth Portfolio 529E
CGPEX
| 24.21% | 4.70% | 11.56% | 1.010% | 18.97 Bil | ||
| American Funds Growth Portfolio R1
RGWAX
| 23.62% | 4.21% | 11.02% | 1.480% | 18.97 Bil | ||
| American Funds Growth Portfolio ABLE-A
CGQGX
| 24.69% | 5.10% | 11.96% | 0.640% | 18.97 Bil | ||
| American Funds Growth Portfolio R2E
RBGEX
| 24.00% | 4.51% | 11.35% | 1.190% | 18.97 Bil | ||
| American Funds Growth Portfolio F3
GWPDX
| 25.04% | 5.35% | 12.24% | 0.390% | 18.97 Bil | ||
| American Funds Growth Portfolio 529C
CGPCX
| 23.57% | 4.15% | 10.96% | 1.560% | 18.97 Bil | ||
| American Funds Growth Portfolio R2
RGWBX
| 23.69% | 4.21% | 11.03% | 1.470% | 18.97 Bil | ||
| American Funds Growth Portfolio R5E
RGSFX
| 24.84% | 5.21% | 12.09% | 0.530% | 18.97 Bil | ||
| American Funds Growth Portfolio ABLE-F-2
CGRGX
| 24.93% | 5.30% | — | 0.440% | 18.97 Bil | ||
| American Funds Growth Portfolio A
GWPAX
| 24.54% | 4.97% | 11.84% | 0.750% | 18.97 Bil | ||
| American Funds Growth Portfolio C
GWPCX
| 23.63% | 4.18% | 11.00% | 1.500% | 18.97 Bil | ||
| American Funds Growth Portfolio 529-F-3
FPGGX
| 24.94% | 5.29% | — | 0.450% | 18.97 Bil | ||
| Franklin Mutual Shares Z
MUTHX
| 13.79% | 4.71% | 6.56% | 0.750% | 6.98 Bil | ||
| Franklin Mutual Shares C
TEMTX
| 12.66% | 3.67% | 5.50% | 1.750% | 6.98 Bil | ||
| Franklin Mutual Shares R
TESRX
| 13.25% | 4.18% | 6.02% | 1.250% | 6.98 Bil | ||
| Franklin Mutual Shares A
TESIX
| 13.52% | 4.44% | 6.29% | 1.000% | 6.98 Bil |