PAGHX

Active

Aggressive Growth Portfolio

Category: US Equity (9,528 funds)

Expense Ratio
2.21%
Annual Cost per $10K
$221.00
30-Year Fee Drag per $10K
$35,422
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+42.85%

Asset Allocation

US Equity
91%
Intl Equity
9%

Fee Comparison

PAGHX
2.21%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

108% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+162.42%3Y
Compare to

Fee Impact Calculator

$
%
PAGHX at 2.21%$203,500
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$177,112
Cost vs index fund−$173,924

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
PAGHXAggressive Growth Portfolio2.21%
RICAXInvestment Co of America1.36%
BPTUXBaron Partners Fund1.99%
QCGRFXCollege Retirement Equities Fund - Growth Account
JDVFXDisciplined Value Fund1.71%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
CDIRXColumbia Dividend Income Fund1.15%
FBCCXFidelity Blue Chip Growth Fund0.97%
PMAQXMidCap Fund1.46%
MEGRXMFS Growth Fund1.08%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
TWCCXUltra Fund1.89%
FOCKXFidelity OTC Portfolio1.05%
FRDRXFranklin Rising Dividends Fund1.08%
FDNRXFranklin Dynatech Fund1.07%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
CSECXCalvert Equity Fund1.65%
FNITXFidelity Advisor New Insights Fund1.15%
WFPCXAllspring Special Mid Cap Value Fund1.87%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
MCVRXMFS Mid Cap Value Fund1.24%
ECASXEaton Vance Atlanta Capital SMID-Cap Fund1.87%
FSIUXInvesco Dividend Income Fund1.69%
RRMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.35%
FGSRXFranklin Growth Fund1.04%
AGWRXGrowth Fund1.39%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
MLINXNYLI Winslow Large Cap Growth Fund1.13%
PAFDXT. Rowe Price Equity Income Fund0.98%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
OASGXOptimum Small-Mid Cap Growth Fund2.19%
FAEGXFidelity Advisor Equity Growth Fund1.17%
CSCIXCohen & Steers Real Estate Securities Fund1.75%
VLNPXVoya Small Cap Growth Fund2.01%
HGICXHARTFORD CORE EQUITY FUND1.45%
KTCCXDWS Science and Technology Fund1.75%
PFFAVirtus InfraCap U.S. Preferred Stock ETF2.48%
PAALXPIMCO All Asset Fund2.11%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
LMPPXClearBridge Appreciation Fund1.24%
GTECXGateway Fund1.70%
POLRXPolen Growth Fund1.22%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
SBLGXClearBridge Large Cap Growth Fund1.01%
NDVAXMFS New Discovery Value Fund1.46%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
MSHLXGROWTH PORTFOLIO1.37%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
JCLBXMultimanager Lifestyle Balanced Portfolio2.02%
JCLGXMultimanager Lifestyle Growth Portfolio2.08%
DDFIXInvesco Diversified Dividend Fund1.07%
JENIXThe Jensen Quality Growth Fund Inc1.26%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
NLSAXNeuberger Berman Long Short Fund1.68%
LIACXColumbia Acorn Fund1.82%
ACSLXSelect Fund1.90%
LGLRXLord Abbett Growth Leaders Fund1.15%
BGRFXBARON GROWTH FUND1.34%
ATHAXHeritage Fund1.25%
FRUSXFranklin Utilities Fund1.21%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
JSECXJPMorgan Small Cap Equity Fund1.24%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
MSRRXMFS Research Fund1.02%
DCCRXMacquarie Small Cap Core Fund1.31%
VVIPXVoya VACS Index Series S Portfolio
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
SMVLXSmead Value Fund1.22%
ESPAXAllspring Special Small Cap Value Fund1.17%
DVLRXMacquarie Small Cap Value Fund1.35%
FHCLXSelect Health Care Portfolio
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
OAKMOakmark U.S. Large Cap ETF
AFDCXLarge Cap Equity Fund1.79%
SBPLXClearBridge Dividend Strategy Fund1.74%
FKARXFranklin Growth Opportunities Fund1.19%
PLFMXLargeCap S&P 500 Index Fund1.29%
LMPFXClearBridge Growth Fund1.13%
CSMEXCarillon Scout Mid Cap Fund1.25%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
FFECXNuveen Dividend Value Fund1.70%
MITBXMassachusetts Investors Trust1.45%
OSPAXInvesco SteelPath MLP Alpha Fund2.08%
WGROXWasatch Core Growth Fund1.17%
FCPVXFidelity Small Cap Value Fund1.20%
ASMMXInvesco Summit Fund1.23%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
CBBCXAB RELATIVE VALUE FUND, INC.1.65%
SASMXClearBridge Small Cap Growth Fund1.19%
MEFAXMassMutual Mid Cap Growth Fund1.11%

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