Morningstar

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.
Screen With Investor
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
7.99%22.61%7.83%0.750%$27.41B
 American Funds Growth Portfolio Class 529-C
CGPCX
7.22%21.68%7.02%1.510%$27.41B
 American Funds Growth Portfolio Class 529-E
CGPEX
7.73%22.33%7.59%0.990%$27.41B
 American Funds Growth Portfolio Class 529-F-2
FGPGX
8.30%22.94%8.12%0.490%$27.41B
 American Funds Growth Portfolio Class 529-F-3
FPGGX
8.31%23.00%8.18%0.430%$27.41B
 American Funds Growth Portfolio Class A
GWPAX
8.08%22.66%7.88%0.710%$27.41B
 American Funds Growth Portfolio Class ABLE-A
CGQGX
8.17%22.78%7.99%0.620%$27.41B
 American Funds Growth Portfolio Class ABLE-F-2
CGRGX
8.34%23.01%8.19%0.420%$27.41B
 American Funds Growth Portfolio Class C
GWPCX
7.27%21.75%7.08%1.470%$27.41B
 American Funds Growth Portfolio Class F-1
GWPFX
8.01%22.62%7.85%0.740%$27.41B
 American Funds Growth Portfolio Class F-2
GWPEX
8.32%22.96%8.14%0.470%$27.41B
 American Funds Growth Portfolio Class F-3
GWPDX
8.39%23.07%8.24%0.380%$27.41B
 American Funds Growth Portfolio Class R-1
RGWAX
7.21%21.73%7.07%1.470%$27.41B
 American Funds Growth Portfolio Class R-2
RGWBX
7.24%21.76%7.08%1.460%$27.41B
 American Funds Growth Portfolio Class R-2E
RBGEX
7.54%22.09%7.38%1.180%$27.41B
 American Funds Growth Portfolio Class R-3
RGPCX
7.70%22.28%7.56%1.010%$27.41B
 American Funds Growth Portfolio Class R-4
RGWEX
8.07%22.66%7.89%0.710%$27.41B
 American Funds Growth Portfolio Class R-5
RGWFX
8.36%23.01%8.19%0.430%$27.41B
 American Funds Growth Portfolio Class R-5E
RGSFX
8.25%22.90%8.10%0.510%$27.41B
 American Funds Growth Portfolio Class R-6
RGWGX
8.40%23.08%8.25%0.380%$27.41B
 Amplius Aggressive Asset Allocation ETF
AAAA
——13.34%——0.490%$282.32M
 Aristotle Multi-Asset Capital Opportunities Fund Class A
POEAX
12.35%20.16%7.04%1.140%$292.85M
 Aristotle Multi-Asset Capital Opportunities Fund Class C
POCEX
11.56%19.29%6.24%1.890%$292.85M
 Aristotle Multi-Asset Capital Opportunities Fund Class I-2
POEDX
14.28%21.04%7.62%0.890%$292.85M
 Baron WealthBuilder Fund Institutional Shares
BWBIX
12.27%19.05%3.09%1.160%$528.85M

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