Which fund is most aggressive?
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.
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.
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.
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.
Unlike mutual funds, which are "long-only" (make only buy-sell decisions), a hedge fund engages in more aggressive strategies and positions, such as short selling, trading in derivative instruments like options, and using leverage (borrowing) to enhance the risk/reward profile of their bets.
Features of an Aggressive Fund
Portfolio of Investment: These funds have a high-risk profile due to their equity-heavy concentration. As a result, they are unsuitable for risk-averse investors. Risk: As the name says, these funds tend to be highly risky in the mutual fund environment.
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.
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 U.S. stock market is considered to offer the highest investment returns over time.
- Higher returns, however, come with higher risk.
- Stock prices typically are more volatile than bond prices.
- Stock prices over shorter time periods are more volatile than stock prices over longer time periods.
| 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% |
What's the most aggressive Vanguard fund?
Best Vanguard Funds for Aggressive Investors: Vanguard Explorer (VEXPX) Click to Enlarge If you want to turn up the growth potential and you want to go all-the-way aggressive, look no further than Vanguard Explorer (MUTF:VEXPX).
| ETF | Assets Under Management | Expense Ratio |
|---|---|---|
| Vanguard Information Technology ETF (VGT) | $70 billion | 0.10% |
| VanEck Semiconductor ETF (SMH) | $16.3 billion | 0.35% |
| Invesco S&P MidCap Momentum ETF (XMMO) | $1.6 billion | 0.34% |
| SPDR S&P Homebuilders ETF (XHB) | $1.8 billion | 0.35% |
BlackRock manages US$38bn across a broad range of hedge fund strategies. With over 20 years of proven experience, the depth and breadth of our platform has evolved into a comprehensive toolkit of 30+ strategies.
Mutual funds are generally considered safer investments than hedge funds. That's because fund managers are limited in their ability to use riskier strategies such as leveraging their holdings, which can increase returns, but it also increases volatility.
Hedge funds often engage in riskier strategies and require a higher investment minimum, making them suitable for more affluent, risk-tolerant investors seeking potentially higher returns.
And to go one step further, we recommend dividing your mutual fund investments equally between four types of funds: growth and income, growth, aggressive growth, and international.
- 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.
- Understanding risk, including the risks involved in investing in the major asset classes, is important research for any investor.
- Generally, CDs, savings accounts, cash, U.S. Savings Bonds and U.S. Treasury bills are the safest options, but they also offer the least in terms of profits.
| Return Type | 1 Yr | 10 Yrs |
|---|---|---|
| BEFORE TAXES Close Popover | ||
| FUND MA Aggressive Growth Portfolio (Fidelity Funds) | 25.08% | 9.82% |
| PRIMARY BENCHMARK MA Agrsv Gro Portfolio BM Close Popover | 22.81% | 9.65% |
Does Fidelity have an aggressive growth fund?
This fund is only available to individuals with Fidelity Health Savings Accounts that are connected to specific employee benefits programs.
Aggressive growth mutual funds have a higher beta, which measures their volatility against an index. Aggressive growth mutual funds are best for investors with higher risk tolerance and longer time frames.
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.
- #1. BNY Mellon Corporate Bond Fund BYMMX.
- #2. Miller Intermediate Bond Fund MIFIX.
- #3. Calvert Income Fund CFICX.
Almahasneh: The main reason comes down to—and I cover a lot of passive index funds—a lot of the differences in ratings, they come down to the difference in fees. VOO charges 3 basis points, while SPY charges 9 basis points. Both are very low cost compared to the average ETF in the US market.
