Morningstar Growth ETF Asset Allocation PortfolioGETFX

MUTUAL FUNDAlps
Type
Mutual fund
Peer group
Allocation
Net assets
$291.9M
Expense ratio
0.82%
1-year return
+17.7%
3 years, a year
+13.4%
5 years, a year
+7.3%
Holdings
14

What it aims to do.

The Portfolio seeks to provide investors with capital appreciation.

Top 10 holdings.

Holding% of fund
Vanguard Total Stock Market Etf21.43%
Ishares Core S&p 500 Etf16.42%
Vanguard Total Bond Market Etf11.13%
Vanguard Ftse Developed Markets Etf9.98%
Schwab Fundamental International Equity Etf8.08%
Eaton Vance Total Return Bond Etf7.04%
Ishares S&p 100 Etf5.92%
Vanguard Small-cap Etf4.99%
Vanguard Ftse Emerging Markets Etf3.98%
Ishares Core S&p Mid-cap Etf2.98%

More on GETFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.