Best Mutual Funds: Top Performing Aggressive Allocation Stock Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing aggressive allocation stock funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Fidelity Asset Manager 85% FAMRX 8.76% 18%  831,858,148 0.80%
MFS Growth Allocation MAGWX 8.43% 15%  3,202,370,526 0.31%
Nuveen Strategy Aggressive Growth FSGBX 7.24% 17%  94,724,501 1.15%
Fidelity Four-in-One Index FFNOX 7.09% 15%  2,369,805,647 0.08%
Franklin Templeton Growth Allocation FGTIX 6.99% 14%  1,119,457,890 0.50%
Russell LifePoints Growth Strategy RALSX 6.90% 16%  2,297,531,245 0.31%
Putnam Dynamic Asset Allocation Growth PAEAX 6.79% 17%  1,547,471,594 1.13%
Vanguard LifeStrategy Growth VASGX 6.76% 15%  7,845,136,335 0.17%
Manning & Napier Pro-Blend Max Term EXHAX 6.67% 17%  832,946,753 1.09%
Leuthold Core Investment LCORX 6.61% 15%  738,071,886 1.14%
Nuveen Strategy Growth Allocation FSNCX 6.52% 15%  154,553,587 1.15%
T. Rowe Price Personal Strat Growth TRSGX 6.52% 17%  1,158,567,744 0.73%
Calamos Growth & Income CVTYX 6.42% 13%  4,266,672,959 1.73%
Nationwide Inv Destinations Mod Aggressive NDMAX 6.07% 15%  1,751,583,588 0.49%
Waddell & Reed Continental Inc WACCX 5.94% 11%  664,486,356 2.11%
Principal SAM Conservative Growth SAGPX 5.94% 15%  2,556,463,953 0.72%
Delaware Foundation Growth Allocation DFGAX 5.74% 15%  100,496,334 1.15%
Columbia Thermostat COTZX 5.74% 14%  798,360,511 0.25%
Value Line Asset Allocation VLAAX 5.72% 13%  120,183,268 1.24%
Innealta Capital Sector Rotation ICSIX 5.63% 23%  60,888,527 1.47%

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