AGTFX Mutual Fund

AGTFX Mutual Fund (Morningstar Aggressive Growth ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $69.6M in net assets. AGTFX expense ratio is 0.85%, holding 12 positions across sectors including Financials. Inception date: 2007-04-30.

AGTFX performance shows a YTD return of 12.48%. The 1-year return is 16.92% and the 5-year return is 10.24%. AGTFX dividend yield stands at 1.00%.

AGTFX top holdings include Vanguard Morningstar Total Stock Market Etf (24.1%), Ishares Core S&p 500 ETF (18.1%), Vanguard Ftse Developed Markets ETF (10.6%), Schwab Fundamental International Large Company Index ETF (10.2%), Vanguard Morningstar Small-Cap Etf (8.0%). Go to all AGTFX holdings, AGTFX sectors, or AGTFX dividends.

AGTFX can be compared against other funds. Use AGTFX overlap to find shared positions, or AGTFX vs another fund for a side-by-side view. AGTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.