Multi-Asset Mutual Funds List

Number of Funds: 1,521
Avg. Expense Ratio: 0.65%
Avg. Yield: 5.69%
Avg. 1 Year Return: 13,919.67%
Median Risk/Return Score: 64 / 100

1489 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	Jul 30, 2007	1.22%	8.81%	7.08%	6.08%	50
AAAMX	American Century One Choice Blend+ 2020 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	4.00%	—	2.94%	61
AAATX	American Funds 2010 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.34%	3.68%	6.36%	6.60%	65
AAAZX	DWS RREEF Real Assets Fund	Global Allocation	Jul 29, 2007	0.90%	8.98%	7.41%	6.73%	51
AABFX	Thrivent Balanced Income Plus Fund	Diversified Portfolio	Dec 28, 1997	1.00%	5.21%	7.04%	6.87%	68
AABJX	American Century One Choice Blend+ 2025 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	4.43%	—	4.46%	63
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.05%	6.76%	7.27%	64
AABWX	American Century One Choice Blend+ 2030 Portfolio	Target Retirement Date	Mar 9, 2021	0.57%	5.29%	—	3.98%	61
AACKX	American Century One Choice Blend+ 2035 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	6.27%	—	3.71%	62
AACSX	American Century One Choice Blend+ 2040 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	7.23%	—	3.48%	61
AACTX	American Funds 2020 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.45%	7.35%	7.47%	64
AADAX	Invesco Select Risk: Growth Investor Fund	Diversified Portfolio	Apr 29, 2004	0.43%	10.18%	8.67%	3.61%	59
AADBX	American Beacon Balanced Fund	Diversified Portfolio	Jul 16, 1987	0.72%	4.77%	9.18%	8.35%	51
AADHX	American Century One Choice Blend+ 2045 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	7.98%	—	3.63%	61
AADNX	American Century One Choice Blend+ 2050 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	8.66%	—	3.54%	61
AADTX	American Funds 2025 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.34%	4.61%	8.16%	7.05%	62
AADVX	American Century One Choice Blend+ 2055 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	9.28%	—	3.40%	61
AAEFX	American Century One Choice Blend+ 2060 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	9.36%	—	3.11%	58
AAEKX	American Century One Choice Blend+ 2065 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	9.37%	—	2.67%	59
AAETX	American Funds 2030 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	5.20%	9.42%	6.02%	56

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.

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Time Period

Best Multi-Asset Mutual funds by Risk/Return Score

The top Multi-Asset Mutual funds by PortfoliosLab Risk/Return Score are NWXEX (99) and STDAX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003
CMNIX	Calamos Market Neutral Income Fund Institutional C...	98	—	May 2000
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002
TIBAX	Thornburg Investment Income Builder Fund	98	—	Dec 2002

Best-Performing Multi-Asset Mutual funds Over 5 Years

The top Multi-Asset Mutual funds is FRKMX (1,016.85%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 13,919.67% and an average 5-year return of 8.46%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	1,016.85%	—	Aug 2019
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	609.20%	—	Aug 2007
FIRVX	Fidelity Managed Retirement 2020 Fund	597.67%	—	Dec 2007
FRHMX	Fidelity Managed Retirement Income Fund Class K6	596.10%	—	Aug 2019
DEMIX	Delaware Emerging Markets Fund	29.39%	—	Jun 1996

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is LTRIX (0.01%). With an average expense ratio of 0.65%, Multi-Asset Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is FRKMX (103.36%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.69%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	103.36%	—	Aug 2019
FRHMX	Fidelity Managed Retirement Income Fund Class K6	103.07%	—	Aug 2019
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	102.97%	—	Aug 2007
FIRVX	Fidelity Managed Retirement 2020 Fund	102.87%	—	Dec 2007
HLMEX	Harding Loevner Institutional Emerging Markets Por...	80.84%	—	Oct 2005

Top Mutual funds Asset Classes

Equity · 3,615 Mutual funds Bond · 1,981 Mutual funds Alternatives · 135 Mutual funds Real Estate · 114 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.