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.

Asset Class: Multi-Asset

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AAETX	American Funds 2030 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	2.17%	7.16%	2.63%
AAFTX	American Funds 2035 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	3.25%	8.18%	2.53%
AAGTX	American Funds 2040 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.11%	8.72%	2.41%
AAHTX	American Funds 2045 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.33%	8.89%	2.36%
AAHYX	Thrivent Diversified Income Plus Fund	Diversified Portfolio	Jan 7, 1997	0.94%	-0.10%	3.41%	3.96%
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.46%	8.93%	2.26%
AAMTX	American Funds 2055 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2010	0.33%	4.53%	8.91%	2.13%
AANTX	American Funds 2060 Target Date Retirement Fund	Target Retirement Date	Mar 26, 2015	0.34%	4.60%	—	2.02%
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	Jul 26, 1975	0.56%	3.50%	7.91%	2.32%
ABDAX	Columbia Capital Allocation Conservative Portfolio	Diversified Portfolio	Mar 3, 2004	0.50%	-0.63%	2.47%	3.35%
ABEMX	abrdn Emerging Markets Fund	Emerging Markets Diversified	May 10, 2007	1.10%	-0.46%	1.67%	1.43%
ABIEX	AB Emerging Markets Multi-Asset Portfolio	Emerging Markets Diversified	Aug 30, 2011	0.99%	4.63%	3.17%	6.06%
ABLOX	Alger Balanced Portfolio Fund	Diversified Portfolio	Sep 4, 1989	1.04%	4.38%	8.55%	1.65%
ABPYX	The AB Portfolios - AB Sustainable Thematic Balanc...	Diversified Portfolio	Sep 1, 2003	0.71%	-0.34%	2.74%	1.14%
ABUAX	Columbia Capital Allocation Moderate Portfolio	Diversified Portfolio	Mar 3, 2004	0.38%	1.65%	5.29%	4.36%
ABWYX	AB All Market Total Return Portfolio	Diversified Portfolio	Sep 1, 2003	0.77%	0.76%	3.63%	1.46%
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	Aug 2, 1960	0.78%	4.52%	6.83%	6.64%
ACXAX	Catalyst Income and Multi-Strategy Fund	Macro Trading	Aug 12, 2015	2.25%	—	—	—
ADVMX	Vaughan Nelson Emerging Markets Opportunities Fund	Emerging Markets Diversified	Oct 31, 2013	1.10%	-1.50%	2.43%	0.97%
AECVX	American Century Emerging Markets Small Cap Fund	Emerging Markets Diversified	Apr 6, 2016	1.41%	0.97%	—	0.78%

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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