Aggressive Allocation Category

Aggressive-allocation portfolios seek to provide both capital appreciation and income by investing in three major areas: stocks, bonds, and cash. These portfolios tend to hold larger positions in stocks than moderate-allocation portfolios. These portfolios typically have 70% to 90% of assets in equities and the remainder in fixed income and cash.


Abbreviation: AL

Broad Asset Class Index: Morningstar Moderate Target Risk  

Category Index: Morningstar Aggressive Target Risk