AGTFX Mutual Fund (Morningstar Aggressive Growth ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $69.5M in net assets. AGTFX expense ratio is 0.85%, holding 13 positions across sectors including Financials, Unknown. Inception date: 2007-04-30.

AGTFX performance shows a YTD return of 11.95%. The 1-year return is 24.90% and the 5-year return is 10.60%. AGTFX dividend yield stands at 7.37%, 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%). View all AGTFX holdings, sector breakdown, or dividend history.

AGTFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AGTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.