Back to top
more

Morningstar Aggressive Growth Etf Asset Allocation Portfolio, Class Ii: (MF: AGTFX)

(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET

$15.93 USD

+0.07 (0.44%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for AGTFX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Morningstar AgGr ETF AssetAlloc II AGTFX NA NA 0.00 0.25 0.45 0.78

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Ibbotson Agg Grth ETF AssetAlloc II AGTFX 15.93 1/16/2008 1.28 9.31 8.24 11.62

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Morningstar AgGr ETF AssetAlloc II AGTFX 0 0 0 A

Contact Information

Family Alps Funds
Address 1290 Broadway, Ste. 1100
Denver, CO 80203
Phone 866 759-5679