What are the most aggressive mutual funds?
An aggressive growth fund is a mutual fund that seeks capital gains by investing in the shares of growth company stocks. Investments held in these funds are companies that demonstrate high growth potential, but also carry greater risk.
- 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.
An aggressive growth fund is a mutual fund that seeks capital gains by investing in the shares of growth company stocks. Investments held in these funds are companies that demonstrate high growth potential, but also carry greater risk.
- 11.08% American Funds Growth Portfolio RGWFX.
- 10.13% TIAA-CREF Lifestyle Aggressive Gr Fund TSAIX.
- 9.44% Franklin Corefolio Allocation Fund FTCOX.
- 8.57% Principal SAM Strategic Growth Portfolio SACAX.
- 8.36% Meeder Dynamic Allocation Fund FLDGX.
Symbol Symbol | ETF Name ETF Name | % In Top 10 % In Top 10 |
---|---|---|
QQQ | Invesco QQQ Trust Series I | 46.69% |
VUG | Vanguard Growth ETF | 56.26% |
IWF | iShares Russell 1000 Growth ETF | 52.61% |
VGT | Vanguard Information Technology ETF | 60.14% |
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.
- Fidelity 500 Index Fund (FXAIX).
- Fidelity Total Market Index Fund (FSKAX).
- Schwab S&P 500 Index Fund (SWPPX).
- Schwab Total Stock Market Index Fund (SWTSX).
- Vanguard 500 Index Fund Admiral Shares (VFIAX).
- Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
Since aggressive funds have a 20-35% exposure to debt securities and money market tools - they are less hazardous than pure equity funds. However, because aggressive funds contain a considerable equity component, they still somewhat have a high risk.
Mutual fund research firms often do not categories these funds into a specific classification. If you're looking for aggressive growth or capital appreciation funds, you'll find them under the growth category. Their primary goal is to profit by investing in high-yielding stocks and bonds.
Category | Active-Based Aggressive Portfolio | Benchmark |
---|---|---|
1 year | 17.26% | 18.57% |
3 years | 6.27% | 5.77% |
5 years | 9.32% | 9.30% |
10 years | 7.90% | 8.07% |
Which 5 star mutual funds have 10 year performance?
Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
Mutual Fund | Assets | Minimum Investment |
---|---|---|
Vanguard 500 Index Fund Admiral Shares (VFIAX) | $457 billion | $3,000 |
American Funds Growth Fund of America (AGTHX) | $252 billion | $250 |
Fidelity Select Technology Portfolio (FSPTX) | $13 billion | None |
JPMorgan Equity Premium Income Fund (JEPAX) | $6 billion | $1,000 |
![What are the most aggressive mutual funds? (2024)](https://i.ytimg.com/vi/bByJ4u_KqEA/hq720.jpg?sqp=-oaymwEcCNAFEJQDSFXyq4qpAw4IARUAAIhCGAFwAcABBg==&rs=AOn4CLCfo2CJEvgPV1MMLhGNT-JjSh7KVg)
Treasury Bonds
Investors often gravitate toward Treasurys as a safe haven during recessions, as these are considered risk-free instruments. That's because they are backed by the U.S. government, which is deemed able to ensure that the principal and interest are repaid.
This fund is only available to individuals with Fidelity Health Savings Accounts that are connected to specific employee benefits programs.
- Invesco Zacks Multi-Asset Income ETF.
- Multi-Asset Diversified Income ETF.
- Global X Alternative Income ETF.
- WisdomTree U.S. Efficient Core Fund.
- GraniteShares HIPS US High Income ETF.
Within the world of corporate governance, there has hardly been a more important recent development than the rise of the 'Big Three' asset managers—Vanguard, State Street Global Advisors, and BlackRock.
Cash equivalents are financial instruments that are almost as liquid as cash and are popular investments for millionaires. Examples of cash equivalents are money market mutual funds, certificates of deposit, commercial paper and Treasury bills. Some millionaires keep their cash in Treasury bills.
There are many different types of investments to choose from, but Ramsey says mutual funds are the way to go!
Specifically, a fund is prohibited from: acquiring more than 3% of a registered investment company's shares (the “3% Limit”); investing more than 5% of its assets in a single registered investment company (the “5% Limit”); or. investing more than 10% of its assets in registered investment companies (the “10% Limit”).
Rank | Symbol | Fund Name |
---|---|---|
1 | VSMPX | Vanguard Total Stock Market Index Fund;Institutional Plus |
2 | FXAIX | Fidelity 500 Index Fund |
3 | VFIAX | Vanguard 500 Index Fund;Admiral |
4 | VTSAX | Vanguard Total Stock Market Index Fund;Admiral |
Which fund gives highest return?
Here are 5 mutual fund schemes with highest 3-year returns along with their expense ratios: Quant Small Cap Fund(G) tops the chart with over 39% returns followed by Quant Mid Cap Fund(G), Nippon India Small Cap Fund(G), Quant Flexi Cap Fund(G) and Motilal Oswal Midcap Fund-Reg(G) in the same pecking order.
- Quant Multi Asset Fund. ...
- ICICI Prudential Equity & Debt Fund. ...
- ICICI Prudential Multi Asset Fund. ...
- Edelweiss Aggressive Hybrid Fund. ...
- Baroda BNP Paribas Aggressive Hybrid Fund. ...
- Canara Robeco Equity Hybrid Fund. ...
- Mirae Asset Aggressive Hybrid Fund.
There is no guarantee you will not lose money in mutual funds. The profit and loss in mutual funds depend on the performance of stock and financial market. There is no guarantee you will not lose money in mutual funds. In fact, in certain extreme circ*mstances you could end up losing all your investments.
Vanguard funds classified as aggressive are subject to extremely wide fluctuations in share prices.
Disadvantages include high fees, tax inefficiency, poor trade execution, and the potential for management abuses.
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