Membership Home Portfolio Stocks Bonds Funds ETFs Advisors Markets Tools Real Life Finance Discuss

Allocation--85%+ Equity: Total Returns

Print
Data through 11/16/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Allocation--85%+ Equity -1.15 -2.24 -4.65 1.86 8.37 6.07
Horizon Active Risk Assist® I ACRIX -1.68 -1.28 -4.55 2.01 --- ---
Meeder Aggressive Allocation Adviser AGHAX -1.46 -3.35 -6.13 0.66 --- ---
Meeder Aggressive Allocation Instl AGHIX -1.46 -3.15 -6.03 1.04 --- ---
American Century One Choice VryAgrsv R AORVX -1.45 -3.44 -5.65 0.34 8.16 ---
American Century One Choice VryAgrsv Inv AOVIX -1.44 -3.01 -5.59 0.79 8.71 6.92
Yorktown Master Allocation A APIFX -2.10 -5.56 -6.46 -1.56 5.19 3.02
Yorktown Master Allocation L APILX -2.17 -6.20 -6.64 -2.29 4.51 2.41
Yorktown Master Allocation Institutional APMAX -2.07 -5.35 -6.37 -1.31 5.57 3.45
Horizon Active Risk Assist® A ARAAX -1.69 -1.46 -4.60 1.76 6.26 ---
Horizon Active Risk Assist® Investor ARANX -1.64 -1.32 -4.51 1.96 6.36 ---
BMO Aggressive Allocation I BDSHX -0.64 -1.48 -4.21 2.78 9.02 ---
BMO Aggressive Allocation R6 BDSQX -0.75 -1.38 -4.21 2.91 9.15 ---
BMO Aggressive Allocation R3 BDSRX -0.75 -2.01 -4.43 2.24 8.44 ---
BMO Aggressive Allocation Y BDSYX -0.75 -1.79 -4.32 2.46 8.72 ---
Franklin Mutual Beacon Z BEGRX -0.37 -2.04 -2.80 3.02 9.09 6.32
Calvert Aggressive Allocation A CAAAX -0.35 -1.39 -3.55 2.41 8.41 6.75
Calvert Aggressive Allocation C CAACX -0.35 -2.02 -3.69 1.69 7.59 5.79
Calvert Aggressive Allocation I CAGIX -0.35 -1.09 -3.44 2.75 --- ---
CAN SLIM Select Growth CANGX -1.46 -4.80 -6.57 -0.15 7.17 5.82
American Funds College 2036 529-A CCFAX -1.21 --- -3.84 --- --- ---
Crow Point Global Tactical Alloc Inv CGHAX -2.16 -2.71 -2.93 -0.36 2.97 0.92
Crow Point Global Tactical Alloc Instl CGHIX -2.25 -2.91 -3.24 -0.50 3.12 1.10
American Funds College 2036 529-F-1 CTAFX -1.21 --- -3.74 --- --- ---
American Funds College 2036 529-C CTDCX -1.22 --- -4.05 --- --- ---
American Funds College 2036 529-E CTKEX -1.21 --- -3.84 --- --- ---
Meeder Dynamic Allocation Adviser DYGAX -0.92 -1.11 -3.86 2.91 --- ---
Meeder Dynamic Allocation Institutional DYGIX -0.92 -0.84 -3.77 3.23 --- ---
Eaton Vance Tax-Managed Eq Aset Allc A EAEAX -0.92 1.94 -3.93 6.44 9.55 7.86
MFS® Aggressive Growth Allocation 529A EAGTX -0.74 -0.48 -4.15 3.44 9.66 6.84
MFS® Aggressive Growth Allocation 529B EBAAX -0.80 -1.11 -4.33 2.66 8.83 6.04
Eaton Vance Tax-Managed Eq Aset Allc B EBEAX -0.98 1.26 -4.13 5.60 8.74 7.04
MFS® Aggressive Growth Allocation 529C ECAAX -0.81 -1.12 -4.35 2.67 8.83 6.04
Eaton Vance Tax-Managed Eq Aset Allc C ECEAX -0.99 1.28 -4.09 5.65 8.74 7.05
Eaton Vance Tax-Managed Eq Aset Allc I EIEAX -0.87 2.19 -3.84 6.69 9.85 ---
EValuator Aggressive RMS Service EVAGX -1.93 -3.95 -6.37 0.12 --- ---
EValuator Aggressive RMS R4 EVFGX -2.02 -4.20 -6.37 -0.15 --- ---
Manning & Napier Pro-Blend Max Term S EXHAX -1.19 -0.04 -4.20 4.14 9.04 5.88
Franklin Corefolio Allocation Advisor FCAZX -1.68 1.08 -4.31 4.64 9.62 7.42
Meeder Aggressive Allocation Retail FLAGX -1.47 -3.54 -6.23 0.45 5.98 5.73
Meeder Dynamic Allocation Retail FLDGX -0.93 -1.30 -3.87 2.75 8.49 7.18
Franklin Mutual Beacon R6 FMBRX -0.31 -1.92 -2.74 3.11 9.19 6.41
Franklin Mutual Shares R6 FMSHX -0.95 -1.56 -3.55 2.38 7.41 5.62
Franklin Corefolio Allocation C FTCLX -1.82 0.15 -4.56 3.62 8.50 6.34
Franklin Corefolio Allocation A FTCOX -1.74 0.82 -4.38 4.39 9.33 7.14
Franklin Corefolio Allocation R6 FTLQX -1.73 1.13 -4.31 4.73 --- ---
FundX Upgrader FUNDX -1.06 3.40 -4.89 6.61 8.39 7.21
Nationwide Inv Dest Agrsv R GAFRX -0.73 -3.44 -4.19 0.39 8.19 5.57
Nationwide Inv Dest Agrsv R6 GAIDX -0.70 -2.86 -3.97 1.12 8.92 6.27
Leland Real Asset Opportunities A GHTAX -0.59 -6.32 -3.91 -4.62 6.49 -1.14
Leland Real Asset Opportunities C GHTCX -0.65 -6.93 -4.10 -5.40 5.67 -1.88
Leland Real Asset Opportunities I GHTIX -0.71 -6.12 -3.92 -4.43 6.73 -0.90
Goldman Sachs Tax-Advntgd Gbl Eq P GSKPX -1.62 --- -5.36 --- --- ---
Hotchkis & Wiley Value Opps A HWAAX -2.75 -0.47 -5.35 7.48 9.84 8.72
Hotchkis & Wiley Value Opps C HWACX -2.83 -1.13 -5.53 6.69 9.02 7.90
Hotchkis & Wiley Value Opps Instl HWAIX -2.72 -0.24 -5.29 7.77 10.12 8.99
Transamerica Asset Allocation Growth A IAAAX -2.04 -5.01 -5.32 -0.90 7.57 6.01
Transamerica Asset Allocation Growth B IAABX -2.07 -5.77 -5.52 -1.81 6.61 5.11
Transamerica Asset Allocation Growth C IAALX -2.04 -5.63 -5.50 -1.57 6.78 5.25
Voya Solution Aggressive A IAVAX -0.80 -4.52 -4.57 -0.26 7.55 5.72
Voya Solution Aggressive I IAVIX -0.71 -4.11 -4.47 0.23 8.11 6.46
Voya Solution Aggressive S IAVSX -0.72 -4.23 -4.44 0.08 7.87 6.08
Voya Solution Aggressive S2 IAVTX -0.73 -4.38 -4.51 -0.18 7.66 5.82
ICON Equity Income A IEQAX -0.41 -2.57 -3.77 0.30 8.35 6.72
Transamerica Asset Allocation Growth R IGWRX -2.06 -5.25 -5.37 -1.17 7.24 5.70
ICON Equity Income C IOECX -0.46 -3.23 -3.95 -0.49 7.53 5.93
ICON Equity Income S IOEZX -0.40 -2.42 -3.74 0.51 8.59 6.98
JHancock Multimanager Lifestyle Agrsv A JALAX -1.18 -3.57 -4.72 0.05 8.22 6.00
JHancock Multimanager Lifestyle Agrsv B JBLAX -1.25 -4.17 -4.92 -0.69 7.46 5.22
JHancock Multimanager Lifestyle Agrsv C JCLAX -1.18 -4.16 -4.91 -0.62 7.48 5.25
PGIM Growth Allocation A JDAAX -1.18 -4.25 -5.18 0.12 7.72 5.32
PGIM Growth Allocation B JDGBX -1.24 -4.94 -5.37 -0.68 6.91 4.52
PGIM Growth Allocation C JDGCX -1.24 -4.93 -5.36 -0.68 6.92 4.53
PGIM Growth Allocation R6 JDGQX -1.16 -4.09 -5.11 --- --- ---
PGIM Growth Allocation Z JDGZX -1.16 -4.09 -5.11 0.35 7.99 5.57
JPMorgan Investor Growth R6 JFTUX -1.15 -2.07 -4.22 1.85 --- ---
PGIM Growth Allocation R JGARX -1.19 -4.55 -5.28 -0.18 7.46 5.05
JHancock Multi-Index Lifestyle Agrsv 1 JIIOX -0.49 -2.07 -3.46 2.07 9.76 ---
JHancock Multi-Index Lifestyle Agrsv R6 JIIRX -0.41 -1.99 -3.46 2.11 9.82 ---
JHancock Multimanager Lifestyle Agrsv 1 JILAX -1.12 -3.28 -4.62 0.41 8.62 6.39
JHancock Multimanager Lifestyle Agrsv R1 JPLAX -1.18 -3.87 -4.79 -0.29 7.84 5.58
JHancock Multimanager Lifestyle Agrsv R2 JQLAX -1.19 -3.65 -4.76 -0.10 8.12 5.87
JHancock Multimanager Lifestyle Agrsv R3 JRLAX -1.18 -3.76 -4.74 -0.18 7.97 5.68
JHancock Multimanager Lifestyle Agrsv R4 JSLAX -1.18 -3.47 -4.74 0.14 8.36 6.08
JHancock Multimanager Lifestyle Agrsv I JTAIX -1.12 -3.28 -4.67 0.35 8.56 ---
JHancock Multimanager Lifestyle Agrsv R5 JTLAX -1.12 -3.28 -4.67 0.40 8.61 6.33
JHancock Multimanager Lifestyle Agrsv R6 JULAX -1.12 -3.22 -4.61 0.45 8.70 6.45
Ladenburg Aggressive Growth I LAGIX -0.73 -2.30 -4.13 1.74 8.29 ---
QS Growth I LANIX -0.89 -2.89 -3.59 1.01 7.27 5.26
Ladenburg Aggressive Growth A LAWAX -0.72 -2.50 -4.15 1.48 8.67 ---
Ladenburg Aggressive Growth C LAWCX -0.74 -3.12 -4.34 0.73 7.43 ---
QS Growth R LLLRX -0.96 -3.48 -3.74 0.40 6.64 ---
MFS® Aggressive Growth Allocation R1 MAAFX -0.81 -1.08 -4.35 2.66 8.87 6.08
MFS® Aggressive Growth Allocation A MAAGX -0.73 -0.43 -4.17 3.45 9.70 6.88
MFS® Aggressive Growth Allocation R3 MAAHX -0.74 -0.44 -4.16 3.48 9.70 6.88
MFS® Aggressive Growth Allocation R4 MAALX -0.73 -0.26 -4.11 3.69 9.95 7.15
MFS® Aggressive Growth Allocation R2 MAWAX -0.75 -0.66 -4.22 3.20 9.42 6.62
MFS® Aggressive Growth Allocation B MBAGX -0.79 -1.05 -4.33 2.71 8.87 6.09
MFS® Aggressive Growth Allocation C MCAGX -0.80 -1.06 -4.33 2.68 8.88 6.08
Morgan Stanley Inst Insight A MFPHX -1.34 -2.81 -5.27 3.64 14.29 9.30
Morgan Stanley Inst Insight I MFPIX -1.26 -2.48 -5.16 4.03 14.73 9.69
Morgan Stanley Inst Insight L MFPLX -1.32 -3.20 -5.37 3.13 13.75 8.77
MainStay Growth Allocation A MGXAX -1.81 -6.10 -5.71 -1.77 6.76 5.05
MainStay Growth Allocation B MGXBX -1.93 -6.85 -5.93 -2.75 5.81 4.11
MainStay Growth Allocation C MGXCX -1.87 -6.85 -5.93 -2.75 5.79 4.10
MainStay Growth Allocation I MGXIX -1.85 -5.90 -5.67 -1.63 7.03 5.31
MainStay Growth Allocation Inv MGXNX -1.88 -6.28 -5.77 -2.03 6.58 4.87
MainStay Growth Allocation R3 MGXRX -1.89 -6.42 -5.85 -2.20 --- ---
MH Elite Fund of Funds MHEFX -0.60 -0.38 -4.71 3.35 9.04 6.36
MH Elite Small Cap Fund of Funds MHELX -1.34 -0.31 -8.08 4.21 8.55 4.75
MFS® Aggressive Growth Allocation I MIAGX -0.72 -0.21 -4.10 3.73 9.97 7.15
Manning & Napier Pro-Blend Max Term R2 MNHCX -1.18 -0.64 -4.32 3.45 8.24 5.11
Manning & Napier Pro-Blend Max Term I MNHIX -1.15 0.24 -4.09 4.52 9.34 6.16
Manning & Napier Pro-Blend Max Term R MNHRX -1.21 -0.25 -4.17 3.95 8.80 5.62
Meritage Yield-Focus Equity Investor MPYEX -1.01 -0.16 -3.54 4.94 8.68 ---
Meritage Yield-Focus Equity Instl MPYIX -1.02 0.04 -3.52 5.16 8.80 ---
MassMutual RetireSMART Growth Admin MRGLX -0.52 -2.14 -4.03 1.63 8.19 5.51
MassMutual RetireSMART Gr I MRGUX -0.52 -1.89 -3.95 1.92 8.50 ---
MassMutual RetireSMART Gr R3 MRGVX -0.62 -2.51 -4.09 1.22 7.76 ---
MassMutual RetireSMART Growth Svc MRGYX -0.52 -2.05 -3.94 1.71 8.28 5.61
MassMutual RetireSMART Gr R4 MRGZX -0.62 -2.33 -4.07 1.37 8.00 ---
MassMutual RetireSMART Growth A MRRAX -0.61 -2.40 -4.04 1.35 7.92 5.25
MassMutual RetireSMART Growth R5 MRRSX -0.61 -2.06 -4.03 1.74 8.36 5.71
Morgan Stanley Inst Insight C MSSPX -1.33 -3.38 -5.42 2.93 13.48 ---
Franklin Mutual Shares Z MUTHX -0.92 -1.59 -3.54 2.35 7.31 5.51
Great-West Aggressive Profile Inv MXAPX -0.92 -3.28 -4.62 0.56 9.25 7.37
Great-West Aggressive Profile L MXEPX -0.98 -3.56 -4.65 0.34 8.96 7.10
Great-West Aggressive Profile Instl MXGTX -0.92 -3.08 -4.55 0.98 9.62 ---
Nationwide Inv Dest Agrsv A NDAAX -0.81 -3.25 -4.12 0.67 8.50 5.89
Nationwide Inv Dest Agrsv C NDACX -0.84 -3.79 -4.26 -0.04 7.71 5.12
Nationwide Inv Dest Agrsv Svc NDASX -0.71 -3.19 -4.03 0.70 8.47 5.85
Nationwide Inv Dest Agrsv Instl Svc NWWHX -0.81 -3.07 -4.05 0.92 8.77 ---
JPMorgan Investor Growth C OGGCX -1.26 -2.89 -4.47 0.90 8.23 6.70
JPMorgan Investor Growth A ONGAX -1.18 -2.39 -4.30 1.51 8.87 7.28
JPMorgan Investor Growth I ONIFX -1.20 -2.16 -4.25 1.73 9.13 7.57
Oak Ridge Multi Strategy A ORILX -2.24 0.66 -5.95 6.75 8.74 8.33
Oak Ridge Multi Strategy C ORLCX -2.27 0.09 -6.13 6.04 7.84 7.40
Pacific Funds Port Optim Agrsv-Gr C POCEX -1.04 -3.05 -4.48 0.44 7.42 5.01
Pacific Funds Port Optim Agrsv-Gr A POEAX -1.01 -2.39 -4.29 1.23 8.23 5.77
Pacific Funds Port Optim Agrsv-Gr B POEBX -1.04 -3.04 -4.47 0.49 7.44 5.00
Pacific Funds Port Optim Agrsv-Gr Adv POEDX -1.00 -2.21 -4.22 1.47 8.48 6.02
Pacific Funds Port Optim Agrsv-Gr R POERX -1.01 -2.64 -4.38 0.93 7.94 5.51
Oak Ridge Multi Strategy I PORYX -2.23 0.96 -5.93 7.03 8.86 8.43
Principal SAM Strategic Growth R5 PSGFX -0.15 -2.71 -3.82 0.78 8.03 6.43
Principal SAM Strategic Growth R1 PSGGX -0.21 -3.26 -3.98 0.09 7.34 5.77
Principal SAM Strategic Growth R4 PSGLX -0.15 -2.80 -3.86 0.64 7.89 6.30
Principal SAM Strategic Growth R3 PSGPX -0.21 -3.02 -3.94 0.42 7.68 6.09
Principal SAM Strategic Growth R2 PSGVX -0.21 -3.12 -3.94 0.26 7.49 5.90
PIMCO StocksPLUS® Long Duration Instl PSLDX -1.76 -5.42 -7.06 -0.38 15.22 14.95
Principal SAM Strategic Growth Inst PSWIX -0.10 -2.49 -3.73 1.01 8.29 6.70
Principal SAM Strategic Growth J PSWJX -0.15 -2.66 -3.83 0.85 8.09 6.45
Principal SAM Strategic Growth A SACAX -0.15 -2.77 -3.84 0.66 7.90 6.33
QS Growth A SCHAX -0.89 -3.14 -3.65 0.77 6.95 4.96
QS Growth C SCHCX -0.89 -3.68 -3.79 0.11 6.24 4.26
Sound Mind Investing SMIFX -2.77 -0.69 -8.32 3.23 8.34 5.61
Stringer Growth A SRGAX -1.06 -3.72 -4.25 -0.18 7.07 4.60
Stringer Growth C SRGCX -1.07 -4.38 -4.45 -0.95 6.28 3.83
Stringer Growth Instl SRGIX -0.97 -3.55 -4.15 0.10 7.34 4.88
Schwab MarketTrack All Equity SWEGX -1.12 -1.55 -4.30 3.14 10.26 7.08
Principal SAM Strategic Growth C SWHCX -0.22 -3.40 -4.02 -0.08 7.10 5.53
Thrivent Aggressive Allocation A TAAAX -0.83 0.39 -3.53 4.59 9.82 7.45
Thrivent Aggressive Allocation S TAAIX -0.82 0.64 -3.49 4.83 10.17 7.81
Goldman Sachs Tax-Advntgd Gbl Eq A TAGGX -1.68 -3.06 -5.47 0.26 7.48 5.85
Transamerica Asset Allocation Growth I TAGIX -1.97 -4.75 -5.25 -0.62 7.85 6.31
Transamerica Asset Allocation Growth T1 TAGTX -2.03 -4.92 -5.29 -0.83 --- ---
Transamerica Asset Allocation Growth Adv TAGVX -1.96 -4.86 -5.29 -0.75 --- ---
Transamerica Asset Alloc Long Hrzn R4 TALFX -1.66 -2.23 -5.16 1.77 7.46 5.98
Transamerica Asset Alloc Long Hrzn R TALRX -1.66 -2.41 -5.14 1.52 --- ---
Franklin Mutual Beacon A TEBIX -0.37 -2.24 -2.83 2.79 8.83 6.04
Franklin Mutual Beacon C TEMEX -0.44 -2.87 -2.99 1.99 8.00 5.27
Franklin Mutual Shares C TEMTX -1.01 -2.44 -3.78 1.31 6.22 4.45
Franklin Mutual Shares A TESIX -0.96 -1.82 -3.62 2.08 7.03 5.23
Franklin Mutual Shares R TESRX -1.00 -2.04 -3.68 1.81 6.76 4.98
Goldman Sachs Tax-Advntgd Gbl Eq Instl TIGGX -1.62 -2.76 -5.37 0.67 7.90 6.28
Goldman Sachs Tax-Advntgd Gbl Eq R6 TRGGX -1.62 -2.76 -5.37 --- --- ---
TIAA-CREF Lifestyle Aggressive Gr Adv TSAHX -2.20 -3.62 -5.89 0.62 --- ---
TIAA-CREF Lifestyle Aggressive Gr Instl TSAIX -2.20 -3.61 -5.88 0.65 9.37 7.15
TIAA-CREF Lifestyle Aggressive Gr Retail TSALX -2.21 -3.81 -5.91 0.40 9.02 6.82
TIAA-CREF Lifestyle Aggressive Gr Prem TSAPX -2.20 -3.67 -5.87 0.56 9.24 7.02
TIAA-CREF Lifestyle Aggressive Gr Retire TSARX -2.21 -3.80 -5.96 0.45 9.11 6.89
Voya Solution Aggressive R6 VYRMX -0.71 -4.11 -4.47 0.23 --- ---
InvestEd Aggressive WAGPX -0.38 -1.14 -3.34 2.56 --- ---
Wells Fargo WealthBuilder Equity C WEACX -1.16 -3.40 -4.67 0.76 8.10 5.76
Wells Fargo WealthBuilder Equity A WEAFX -1.09 -2.69 -4.46 1.56 --- ---
Wells Fargo WealthBuilder Equity Instl WEAYX -1.09 --- -4.41 --- --- ---
Content Partners
Site Directory Site Map Our Products
Corrections Help Advertising Opportunities Licensing Opportunities Glossary RSS Mobile Portfolio Affiliate Careers Company News
International Sites: Australia Canada China France Germany Hong Kong Italy The Netherlands Norway Spain U.K. Switzerland India Finland
Stocks by: Name| Ticker| Star Rating| Market Cap| Stock Type| Sector| Industry
Mutual Funds by: Star Rating| Investment Style| Total Assets| Category| Top Holdings| Top Sectors| Symbol / Ticker| Name
ETFs by: Star Rating| Category| Total Assets| Symbol / Ticker| Name
Articles by: Title| Date| Author| Collection| Interest| Popularity
Investment Categories by: Topic| Sector| Key Indicators| User Interest| Market Cap| Industry
Premium Stocks by: Name| Ticker| Star Rating| Market Cap| Stock Type| Sector| Industry
Premium Mutual Funds by: Star Rating| Investment Style| Total Assets| Category| Top Holdings| Top Sectors| Symbol / Ticker| Name
Premium ETFs by: Star Rating| Category| Total Assets| Symbol / Ticker| Name
Popular Articles by: Title| Date| Author| Collection| Interest| Popularity
Popular Investment Categories by: Topic| Sector| Key Indicators| User Interest| Market Cap| Industry
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.

© Copyright 2018 Morningstar, Inc. All rights reserved. Please read our Terms of Useand Privacy Policy.Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.