AGTFX Mutual Fund

AGTFX Mutual Fund (Morningstar Aggressive Growth ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $73.1M in net assets. AGTFX expense ratio is 0.85%, holding 13 positions across sectors including Financials. Inception date: 2007-04-30.

AGTFX performance shows a YTD return of 10.85%. The 1-year return is 22.12% and the 5-year return is 10.36%. AGTFX dividend yield stands at 7.45%, paid annually.

AGTFX top holdings include Vanguard Total Stock Market ETF (24.8%), Ishares Core S&p 500 ETF (16.8%), Vanguard Ftse Developed Markets ETF (13.0%), Schwab Fundamental International Large Company Index ETF (9.2%), Vanguard Small-cap ETF (8.1%). 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.