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.
- Number of Funds
- 1,523
- Avg. Expense Ratio
- 0.66%
- Avg. Yield
- 5.41%
- Avg. 1 Year Return
- 22.57%
- Median Risk/Return Score
- 66 / 100
Multi-Asset Mutual Funds List
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RBC Select Balanced Portfolio A | Global Allocation | Jan 21, 2008 | 1.94% | 8.25% | — | 4.01% | 68 |
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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5 Years
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 |
|---|---|---|---|---|
| Nationwide Strategic Income A | 99 | — | Nov 2015 | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | |
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | |
| Calamos Market Neutral Income Fund Institutional C... | 98 | — | May 2000 |
Best-Performing Multi-Asset Mutual funds Over 5 Years
The top Multi-Asset Mutual funds is DEMIX (25.67%).
Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 22.57% and an average 5-year return of 6.80%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 25.67% | — | Jun 1996 | |
| PIMCO Dynamic Income Strategy Fund | 22.37% | — | Feb 2019 | |
| AQR Alternative Risk Premia Fund Class N | 19.27% | — | Sep 2017 | |
| Allspring Diversified Capital Builder Fund | 19.24% | — | Jan 1998 | |
| AQR Style Premia Alternative Fund Class N | 18.68% | — | Oct 2013 |
Lowest-Cost Multi-Asset Mutual funds
The top Multi-Asset Mutual funds is LTFIX (0.01%).
With an average expense ratio of 0.66%, 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 |
|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 |
Highest-Yield Multi-Asset Mutual funds
The top Multi-Asset Mutual funds is HLEMX (93.52%).
Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.41%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Harding Loevner Emerging Markets Fund | 93.52% | — | Nov 1998 | |
| Harding Loevner Institutional Emerging Markets Por... | 79.65% | — | Oct 2005 | |
| Wasatch Emerging Markets Small Cap Fund | 56.19% | — | Sep 2007 | |
| Voya Global Perspectives Portfolio | 44.20% | — | Apr 2013 | |
| Transamerica Asset Allocation Long Horizon | 42.86% | — | Sep 2000 |
Top Mutual funds Asset Classes
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.