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Multi-Asset Mutual Funds List

Here you can find all the Multi-Asset asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Click on any item in the list to see complete information, including risk and performance analysis.

Year-to-Date Return

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10-Year Annualized Return

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Sharpe Ratio

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Omega ratio

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Sortino ratio

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Calmar ratio

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Ulcer Index

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10Y Volatility

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Maximum Drawdown

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Dividend Yield

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SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AAAAXDWS RREEF Real Assets Fund - Class ADiversified PortfolioJul 30, 20071.22%-4.2%3.4%4.4%-40.5%-0.9
AABFXThrivent Balanced Income Plus FundDiversified PortfolioDec 28, 19971.00%2.6%3.1%2.9%-43.4%-0.1
AACTXAmerican Funds 2020 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%1.8%5.7%3.9%-44.7%-0.1
AADAXInvesco Select Risk: Growth Investor FundDiversified PortfolioApr 29, 20040.43%3.6%4.7%5.7%-55.9%0.1
AADBXAmerican Beacon Balanced FundDiversified PortfolioJul 16, 19870.72%-0.2%5.9%11.2%-41.1%-0.1
AADTXAmerican Funds 2025 Target Date Retirement FundTarget Retirement DateJan 31, 20070.34%3.3%6.6%3.8%-47.4%0.0
AAETXAmerican Funds 2030 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%4.5%7.4%4.2%-48.2%0.1
AAFTXAmerican Funds 2035 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%5.7%8.2%5.1%-48.6%0.2
AAGTXAmerican Funds 2040 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%6.8%8.5%6.0%-48.8%0.2
AAHTXAmerican Funds 2045 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%5.8%8.5%6.4%-48.9%0.2
AAHYXThrivent Diversified Income Plus FundDiversified PortfolioJan 7, 19970.94%2.5%3.1%9.6%-34.2%-0.2
AALTXAmerican Funds 2050 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%6.1%8.5%6.7%-48.8%0.2
AAMTXAmerican Funds 2055 Target Date Retirement FundTarget Retirement DateJan 31, 20100.33%7.9%8.6%6.4%-29.3%0.3
AANTXAmerican Funds 2060 Target Date Retirement FundTarget Retirement DateMar 26, 20150.34%6.5%7.5%5.8%-29.4%0.2
ABALXAmerican Funds American Balanced Fund Class ADiversified PortfolioJul 26, 19750.56%3.6%7.5%2.6%-39.3%0.0
ABDAXColumbia Capital Allocation Conservative PortfolioDiversified PortfolioMar 3, 20040.50%3.0%2.2%5.1%-19.4%-0.3
ABEMXabrdn Emerging Markets FundEmerging Markets DiversifiedMay 10, 20071.10%3.8%0.8%1.8%-56.8%-0.0
ABLOXAlger Balanced Portfolio FundDiversified PortfolioSep 4, 19891.04%6.4%7.8%5.6%-41.3%0.3
ABPYXThe AB Portfolios - AB Sustainable Thematic Balanced PortfolioDiversified PortfolioSep 1, 20030.71%4.7%2.3%4.2%-28.4%0.1
ABUAXColumbia Capital Allocation Moderate PortfolioDiversified PortfolioMar 3, 20040.38%5.3%4.9%6.1%-40.2%0.0

1–20 of 1397

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
0%Annualized Volatility0%Annualized Return

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