Find A Portfolio/Ticker
Comparison Box
JTLGX: MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS R5 (MUTUAL FUND)
Basic Info 15.43 0.03(0.19%) July 25
See more info about JTLGXAsset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (83%) |
Start Date: | 10/19/2005 |
Last Dividend Date: | 12/30/2024 |
12-Mo. Yield | 2.88% |
Expenses | 0.97% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/18/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/19/2005 | 2024 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.1 | 9.1 | 12.9 | 6.0 | 3.6 | 5.0 | 7.0 | 5.7 | 8.8 |
Sharpe Ratio ? | NA | 0.73 | 0.48 | 0.23 | 0.1 | 0.23 | NA | 0.29 | 0.2 |
Draw Down(%) ? | NA | 14.1 | 14.1 | 18.1 | 33.4 | 33.4 | NA | 50.8 | 6.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) 0.25% (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) 0.33% (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) 0.35% (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) 0.23% (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) 0.28% (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) 0.32% (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) 0.34% (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) 0.48% (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) 0.18% (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) 0.31% (91%)
Best ETFs
* Day change on 07/25/2025.Best Closed End Funds
- GLV (Clough Global Allocation Fund) 0.18% (100%)
- GLO (Clough Global Opportunities Fund) 0.37% (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) 0.51% (99%)
- SCD (LMP Capital And Income Closed Fund) 0.33% (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) 0.79% (98%)