Multi-Asset Mutual Funds List

Number of Funds: 1,521
Avg. Expense Ratio: 0.65%
Avg. Yield: 5.68%
Avg. 1 Year Return: 13,889.72%
Median Risk/Return Score: 62 / 100

1489 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CBAAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 17, 2012	0.35%	7.62%	9.12%	5.49%	54
CBAIX	Calvert Balanced Fund Class I	Diversified Portfolio	Dec 28, 2004	0.65%	3.73%	9.77%	4.72%	28
CBALX	Columbia Balanced Fund	Diversified Portfolio	Sep 30, 1991	0.67%	5.86%	10.00%	6.19%	45
CBFAX	American Funds Global Balanced Fund	Global Allocation	Jan 31, 2011	0.84%	5.90%	6.83%	5.83%	43
CBLAX	Columbia Balanced Fund Class A	Diversified Portfolio	Oct 1, 1991	0.91%	5.71%	9.72%	5.93%	44
CCFAX	American Funds College 2036 Fund	Diversified Portfolio	Feb 8, 2018	0.43%	6.93%	—	6.64%	53
CCLAX	Calvert Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.41%	4.61%	5.72%	3.14%	46
CDGRX	Copeland Dividend Growth Fund	Diversified Portfolio	Dec 27, 2010	1.20%	5.74%	11.00%	8.84%	22
CDJAX	American Funds College 2039 Fund	Diversified Portfolio	Mar 25, 2021	0.48%	9.46%	—	5.61%	50
CEFIX	Calvert Emerging Markets Advancement Fund	Emerging Markets Diversified	Sep 30, 2019	0.97%	26.10%	—	2.49%	83
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Diversified	Aug 30, 2012	1.00%	21.16%	10.73%	2.08%	83
CEMIX	Causeway Emerging Markets Fund	Emerging Markets Diversified	Mar 28, 2007	1.10%	31.28%	11.50%	1.90%	82
CEMVX	Causeway Emerging Markets Investor	Emerging Markets Diversified	Mar 30, 2007	1.36%	31.04%	11.23%	1.73%	82
CENTX	Centerstone Investors Fund	Global Allocation	May 2, 2016	1.10%	2.97%	—	4.41%	62
CFAIX	Calvert Conservative Allocation Fund Class I	Diversified Portfolio	May 20, 2016	0.66%	4.74%	—	3.39%	47
CFIZX	Columbia Flexible Capital Income Fund	Diversified Portfolio	Jul 27, 2011	0.73%	9.76%	10.38%	4.47%	86
CGFIX	abrdn Global Absolute Return Strategies Fund	Macro Trading	Oct 31, 1990	0.78%	1.90%	1.79%	6.12%	46
CGIOX	Calamos Growth and Income Fund Class R6	Diversified Portfolio	Jun 23, 2020	0.73%	11.36%	—	7.14%	61
CGNAX	American Funds Growth and Income Portfolio	Diversified Portfolio	May 17, 2012	0.36%	9.17%	10.79%	5.17%	49
CGO	Calamos Global Total Return Fund	Global Allocation	Oct 27, 2005	2.86%	22.89%	11.99%	7.08%	34

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
EGRAX	Eaton Vance Global Macro Absolute Return Advantage...	98	—	Dec 2012
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	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 13,889.72% and an average 5-year return of 8.62%, 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	28.66%	—	Jun 1996

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is LTFIX (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
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001

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 5.68%, 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...	80.46%	—	Oct 2005

Top Mutual funds Asset Classes

Equity · 3,614 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.