Medalist Aggressive Allocation Funds

This list highlights the top-performing Aggressive-Allocation funds, as rated by Morningstar. These funds seek to provide both capital appreciation and income by investing primarily in equities, with 70% to 90% of assets allocated to stocks. The remainder of the portfolio is invested in fixed income and cash. These portfolios are designed for investors with a high risk tolerance and a long-term investment horizon, aiming for higher returns through substantial equity exposure.

Morningstar uses a five-tier scale (Gold to Negative) to rate funds. For actively managed funds, Gold, Silver, and Bronze ratings are given to funds expected to outperform their relevant category index after fees and risk. For passive strategies, these ratings are given to funds expected to deliver alpha that exceeds either the category median net alpha or zero over the long term.