RIFIX

Active

Aggressive Strategy Fund

Category: Other (5,046 funds)

Expense Ratio

0.97%

Annual Cost per $10K

$97.00

30-Year Fee Drag per $10K

$18,198

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+15.27%

Asset Allocation

US Equity

51%

Intl Equity

31%

US Bond

11%

Intl Bond

Cash

Fee Comparison

RIFIX

0.97%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

2% cheaper than category average

Historical Returns

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

+57.07%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

RIFIX at 0.97%$289,623

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$90,990

Cost vs index fund−$87,801

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
RIFIX	Aggressive Strategy Fund	0.97%	+15.27%	+16.24%	+11.73%
VTIVX	VANGUARD TARGET RETIREMENT 2045 FUND	0.08%	+18.60%	+18.32%	+12.30%
VFORX	VANGUARD TARGET RETIREMENT 2040 FUND	0.08%	+17.33%	+17.14%	+11.19%
VFIFX	VANGUARD TARGET RETIREMENT 2050 FUND	0.08%	+19.94%	+19.27%	+12.86%
VFFVX	VANGUARD TARGET RETIREMENT 2055 FUND	0.08%	+19.92%	+19.25%	+12.86%
VASGX	VANGUARD LIFESTRATEGY GROWTH FUND	0.14%	+19.20%	+17.92%	+11.51%
FFFFX	Fidelity Freedom 2040 Fund	0.63%	+19.81%	+19.27%	+12.78%
FAVOX	Fidelity Freedom Index 2040 Fund	0.12%	+18.15%	—	—
VTTSX	VANGUARD TARGET RETIREMENT 2060 FUND	0.08%	+19.88%	+19.25%	+12.85%
TLMPX	Nuveen Lifecycle Index 2045 Fund	0.35%	+12.74%	+15.20%	+10.35%
FAVPX	Fidelity Freedom Index 2045 Fund	0.05%	+19.64%	—	—
QCSTFX	College Retirement Equities Fund - Stock Account	—	+18.92%	+20.20%	—
FAVQX	Fidelity Freedom Index 2050 Fund	0.04%	+19.62%	—	—
FWCGX	Capital World Growth & Income Fund	0.47%	+15.91%	+18.35%	+12.38%
TCLOX	Nuveen Lifecycle 2040 Fund	0.50%	+9.79%	+13.36%	+8.78%
VTTHX	VANGUARD TARGET RETIREMENT 2035 FUND	0.08%	+16.09%	+15.94%	+10.07%
LTRDX	Principal LifeTime 2045 Fund	0.86%	+15.28%	+16.29%	+10.94%
FAVRX	Fidelity Freedom Index 2055 Fund	0.08%	+19.71%	—	—
PCGJX	SAM Conservative Growth Portfolio	0.94%	+15.17%	+16.87%	+11.41%
MAGEX	MFS Growth Allocation Fund	1.19%	+9.74%	+11.71%	+8.24%
FFFGX	Fidelity Freedom 2045 Fund	0.65%	+21.36%	+20.25%	+13.36%
VLXVX	VANGUARD TARGET RETIREMENT 2065 FUND	0.08%	+19.85%	+19.25%	+12.87%
TLLIX	Nuveen Lifecycle Index 2050 Fund	0.18%	+13.36%	+15.81%	+10.82%
FAVUX	Fidelity Freedom Index 2060 Fund	0.08%	+19.67%	—	—
FFFHX	Fidelity Freedom 2050 Fund	0.65%	+21.40%	+20.26%	+13.34%
TLPRX	Nuveen Lifecycle Index 2040 Fund	0.25%	+11.83%	+14.26%	+9.44%
TTFIX	Nuveen Lifecycle 2045 Fund	0.68%	+10.73%	+14.58%	+9.87%
FFNOX	Fidelity Multi-Asset Index Fund	0.11%	+13.40%	+14.96%	+10.03%
FLPCX	Fidelity Low-Priced Stock Fund	1.40%	-13.83%	—	—
TTIIX	Nuveen Lifecycle Index 2055 Fund	0.25%	+13.51%	+16.01%	+10.99%
YACKX	AMG Yacktman Fund$1M min	0.62%	+15.37%	+13.06%	+13.89%
FMQRX	Franklin Mutual Quest Fund	0.72%	+16.75%	+13.02%	+10.98%
PTDAX	Principal LifeTime 2040 Fund	0.76%	+14.17%	+15.18%	+9.97%
IDXKX	VOYA INDEX SOLUTION 2040 PORTFOLIO	0.74%	+16.81%	+16.78%	+11.16%
QCGLFX	College Retirement Equities Fund - Global Equities Account	—	+19.54%	+21.44%	—
PFLJX	Principal LifeTime 2050 Fund	0.88%	+16.21%	+17.21%	+11.63%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	0.06%	+22.33%	+21.23%	+14.51%
FCTKX	Fidelity Freedom 2055 Fund	0.45%	+21.68%	+20.59%	+13.65%
FFBTX	Fidelity Freedom Blend 2040 Fund	0.47%	+19.28%	+19.05%	—
FFPCX	Fidelity Freedom 2035 Fund	0.59%	—	—	—
SWERX	Schwab Target 2040 Fund	0.49%	+17.13%	+17.20%	+10.93%
OWLSX	Old Westbury Large Cap Strategies Fund	1.09%	+19.20%	+19.95%	+11.94%
ACWI	iShares MSCI ACWI ETF	0.32%	+22.76%	+21.69%	+14.63%
FAFFX	Fidelity Advisor Freedom 2040 Fund	0.63%	-6.32%	-31.84%	-39.51%
FAVVX	Fidelity Freedom Index 2065 Fund	0.08%	+19.74%	—	—
FNNEX	New Economy Fund	0.47%	+19.36%	+21.34%	+11.35%
FDKVX	Fidelity Freedom 2060 Fund	0.45%	+21.43%	+20.27%	+13.35%
RGTTX	Aggressive Strategy Fund	0.89%	—	—	—
AGGPX	MFS Aggressive Growth Allocation Fund	0.69%	+10.90%	+13.58%	—
PRJAX	PGIM Jennison Global Opportunities Fund	1.08%	+11.79%	+23.36%	+8.56%
TAALX	Transamerica Asset Allocation - Moderate Growth Portfolio	1.00%	+17.93%	+16.26%	—
EXHAX	Pro-Blend Maximum Term Series	0.70%	+10.46%	+14.03%	+9.62%
TVIIX	Nuveen Lifecycle Index 2060 Fund	0.10%	+13.62%	+16.19%	+11.13%
JAFVX	Strategic Equity Allocation Trust	0.92%	+19.27%	+19.74%	+14.58%
MAMAX	MFS Moderate Allocation Fund	0.56%	+8.47%	+9.69%	+6.27%
TRGLX	T. Rowe Price Global Stock Fund	0.66%	+24.68%	+22.82%	+11.64%
TSGGX	Nuveen Lifestyle Growth Fund	0.92%	+10.10%	+14.02%	+8.79%
PAEBX	Putnam Dynamic Asset Allocation Growth Fund	0.68%	+32.47%	+6.87%	+10.02%
TCLPX	Nuveen Lifecycle 2050 Fund	0.69%	+10.95%	+14.86%	+10.00%
CGGEX	American Funds Global Growth Portfolio	1.07%	+22.40%	+21.16%	+11.42%
FLKSX	Fidelity Low-Priced Stock K6 Fund	0.50%	+9.64%	+12.18%	+14.14%
FSAMX	Strategic Advisers Emerging Markets Fund	0.49%	+17.63%	+12.50%	+5.51%
ISJAX	VOYA INDEX SOLUTION 2045 PORTFOLIO	0.22%	+18.16%	+17.95%	+12.18%
VSVNX	VANGUARD TARGET RETIREMENT 2070 FUND	0.08%	+19.82%	+19.26%	—
AGVDX	American Funds Global Insight Fund	1.53%	+19.01%	+17.55%	+11.08%
PDARX	Diversified Real Asset Fund	1.23%	+6.65%	+4.23%	+7.01%
GGMBX	Goldman Sachs Global Managed Beta Fund$1M min	0.37%	+13.82%	+15.96%	+11.60%
MLFAX	MFS Lifetime 2040 Fund	0.81%	+13.28%	+14.80%	+11.11%
FFBUX	Fidelity Freedom Blend 2045 Fund	0.27%	+20.64%	+19.98%	—
TRZRX	T. Rowe Price Real Assets Fund, Inc.	0.65%	+18.69%	+13.39%	+13.51%
TGAFX	T. Rowe Price Global Allocation Fund	0.82%	+13.22%	+13.63%	+8.27%
SWG1Z	Schwab VIT Growth Portfolio	0.55%	+16.12%	+16.36%	+10.67%
PHJYX	Principal LifeTime Hybrid 2045 Fund	0.34%	+17.90%	+17.50%	+12.10%
TCIIX	Nuveen Lifecycle 2035 Fund	0.56%	+9.14%	+12.18%	+7.95%
SWMRX	Schwab Target 2045 Fund	0.52%	+18.25%	+18.14%	+11.71%
FAVNX	Fidelity Freedom Index 2035 Fund	0.05%	+15.63%	—	—
FFBWX	Fidelity Freedom Blend 2050 Fund	0.20%	+20.71%	+20.00%	—
RBAIX	T. Rowe Price Balanced Fund, Inc.	0.47%	+14.42%	+15.72%	+9.60%
XT	iShares Future Exponential Technologies ETF	0.46%	+28.90%	+17.62%	+10.27%
DVRLX	MFS Global Alternative Strategy Fund	1.01%	+10.54%	+10.47%	+6.24%
FCGLX	Fidelity Advisor Freedom 2045 Fund	0.65%	+20.91%	+20.04%	+13.12%
FFFLX	Fidelity Advisor Freedom 2050 Fund	1.19%	-5.12%	-31.30%	-39.23%
LTFDX	Principal LifeTime 2055 Fund	1.20%	+16.00%	+16.83%	+11.47%
SWYGX	Schwab Target 2040 Index Fund	0.08%	+15.93%	+16.85%	+11.25%
FFBZX	Fidelity Freedom Blend 2055 Fund	0.37%	+20.76%	+20.03%	—
FIQOX	Fidelity Worldwide Fund	1.06%	+19.23%	+23.93%	+13.93%
SWYHX	Schwab Target 2045 Index Fund	0.08%	+16.90%	+17.82%	+12.13%
FFPKX	Fidelity Freedom 2065 Fund	0.45%	—	—	—
FTGFX	Templeton Growth Fund, Inc.	1.03%	+11.76%	+16.34%	+9.48%
LTMAX	MFS Lifetime 2045 Fund	0.81%	+13.74%	+15.33%	+11.73%
VHGEX	VANGUARD GLOBAL EQUITY FUND	0.39%	+20.18%	+20.78%	+11.89%
ASRAX	Invesco Global Real Estate Income Fund	1.26%	-0.49%	+3.03%	+3.36%
GGPPX	Goldman Sachs Growth Strategy Portfolio	0.51%	+17.84%	+17.42%	+11.92%
MGORX	Global Opportunity Portfolio	0.85%	+21.12%	+31.76%	+8.73%
AAAAX	DWS RREEF Real Assets Fund	0.89%	+6.56%	+7.34%	+8.28%
BEGRX	Franklin Mutual Beacon Fund	1.27%	+18.13%	+16.95%	+14.06%
SWYMX	Schwab Target 2050 Index Fund	0.08%	+17.58%	+18.45%	+12.68%
PLTAX	Principal LifeTime 2060 Fund	1.20%	+16.21%	+17.10%	+11.84%
PHJEX	Principal LifeTime Hybrid 2040 Fund	0.36%	+16.55%	+16.33%	+11.09%
SGMAX	SIIT GLOBAL MANAGED VOLATILITY FUND	0.72%	+13.00%	+14.00%	+11.35%
FFBRX	Fidelity Freedom Blend 2035 Fund	0.47%	+16.53%	+16.68%	—

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