What are the most aggressive American funds?
AFIFX is often the most aggressive of the American funds, yet it's still slightly less volatile than the S&P 500. The fund has topped the index by an average of 76 basis points (a basis point is one one-hundredth of a percent) per year over the past 15 years.
- Meeder Dynamic Allocation Fund.
- JPMorgan Investor Growth Fund.
- TIAA-CREF Lifestyle Aggressive Gr Fund.
- Franklin Mutual Shares Fund.
- North Square Multi Strategy Fd.
- Gabelli Focused Growth and Inc Fd.
- E-Valuator Agrsv Growth(85%-99%)RMS Fund.
| AMCAP Fund® fmacx | AMCAP Fund® ‒ F-3 fmacx | 14.91 |
|---|---|---|
| Fundamental Investors® funfx | Fundamental Investors® ‒ F-3 funfx | 14.79 |
| International Growth and Income Fund igaix | International Growth and Income Fund ‒ F-3 igaix | 8.23 |
| The Investment Company of America® fficx | The Investment Company of America® ‒ F-3 fficx | 14.19 |
Aggressive funds are the ones where the selection of the investment portfolio is not risk-averse. Instead, the portfolio under these funds is focused on high-risk underlying assets to achieve higher capital gains.
| Ticker | Name | 5-year return (%) |
|---|---|---|
| FGRTX | Fidelity Mega Cap Stock | 16.52% |
| STSEX | BlackRock Exchange BlackRock | 16.27% |
| USBOX | Pear Tree Quality Ordinary | 16.13% |
| FGLGX | Fidelity Series Large Cap Stock | 16.08% |
An aggressive investment portfolio, generally, is more weighted toward stocks (e.g. think 50% of your nest egg is invested in stocks). An aggressive portfolio may suit investors who feel they can handle a few bear markets in exchange for the possibility of overall higher returns.
| Fund (ticker) | 10-Year Avg. Ann. Return |
|---|---|
| Schwab S&P 500 Index Fund (SWPPX) | 12.99% |
| Shelton Nasdaq-100 Index Investor Fund (NASDX) | 18.21% |
| Schwab Fundamental US Large Company Index Fund (SFLNX) | 11.71% |
| Fidelity Intermediate Municipal Income Fund (FLTMX) | 2.28% |
This fund in particular has delivered a 5-year annualized total return of 10.71%, and it sits in the middle third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 9.29%, which places it in the bottom third during this time-frame.
Warren Buffett is often considered the world's best investor of modern times.
Fund Performance
The fund has returned 0.80 percent over the past year, 9.49 percent over the past three years, 7.60 percent over the past five years, and 8.44 percent over the past decade.
Should I invest in an aggressive portfolio?
Financial professionals usually don't recommend aggressive investing for anything but a small portion of a nest egg. And regardless of an investor's age, their risk tolerance will determine if they become an aggressive investor.
- Small-Cap Stocks. Small-cap stocks provide the potential of very high capital appreciation. ...
- Emerging Markets Investing. Emerging markets are growing economies primarily located in Asia and parts of Eastern Europe. ...
- High-Yield Bonds. ...
- Options Trading. ...
- Private Investments.
| TH | Target Hospitality | $15.28 |
|---|---|---|
| ARHS | Arhaus | $14.24 |
| ASRT | Assertio Holdings | $6.09 |
| SHLS | Shoals Technologies Group | $25.67 |
| DRCT | Direct Digital Holdings | $4.59 |
- High-yield savings accounts.
- Money market funds.
- Short-term certificates of deposit.
- Series I savings bonds.
- Treasury bills, notes, bonds and TIPS.
- Corporate bonds.
- Dividend-paying stocks.
- Preferred stocks.
- SPDR S&P 500 ETF Trust.
- iShares Core S&P 500 ETF.
- Schwab S&P 500 Index Fund.
- Shelton NASDAQ-100 Index Direct.
- Invesco QQQ Trust ETF.
- Vanguard Russell 2000 ETF.
- Vanguard Total Stock Market ETF.
- SPDR Dow Jones Industrial Average ETF Trust.
Citadel, which ranked second in 2023, made $8.1 billion in profits after bringing in a record-breaking $16 billion in 2022. Its $74 billion in gains since inception rank it as the most successful hedge fund in history.
Vanguard Aggressive Growth Portfolio's main goal is to provide long-term growth by investing in two broadly diversified Vanguard funds.
While quite a few personal finance pundits have suggested that a stock investor can expect a 12% annual return, when you incorporate the impact of volatility and inflation, 7% is a more accurate historical estimate for an aggressive investor (someone primarily invested in stocks), and 5% would be more appropriate for ...
The three-fund portfolio consists of a total stock market index fund, a total international stock index fund, and a total bond market fund. Asset allocation between those three funds is up to the investor based on their age and risk tolerance.
BlackRock Exchange Portfolio (STSEX)
Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.
Which fund to invest in 2024?
Artemis Income, Liontrust UK Growth and iShares Corporate Bond Index are the latest funds to become the most recommended by best-buy lists in 2024.
I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international. I personally spread mine in 25% of those four.
The ClearBridge Aggressive Growth Fund (Ticker: SHRAX) is one example of an aggressive growth fund available for both retail and institutional investors. As of March 2022, the Fund holds $5.7 billion in assets and had a year-to-date return of -8.7% versus a return of -9.25% for its benchmark Russell 3000 Growth Index.
The largest Aggressive ETF is the iShares Core Aggressive Allocation ETF AOA with $1.86B in assets. In the last trailing year, the best-performing Aggressive ETF was AOA at 17.32%. The most recent ETF launched in the Aggressive space was the iShares ESG Aware Aggressive Allocation ETF EAOA on 06/12/20.
