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.

Asset Class is Multi-Asset

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
DRIRX	Dimensional 2020 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.18%	-0.05%	4.50%	5.85%	46
DRIUX	Dimensional 2025 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.18%	-0.16%	4.87%	5.29%	31
DRIWX	Dimensional 2030 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.20%	-0.50%	5.99%	7.01%	28
DTDRX	Dimensional 2065 Target Date Retirement Income Fun...	Target Retirement Date	Jan 1, 2020	0.22%	-0.34%	—	1.55%	59
DVRIX	MFS Global Alternative Strategy Fund	Macro Trading	Dec 19, 2007	1.05%	0.56%	4.95%	1.14%	68
DWGAX	American Funds Developing World Growth and Income ...	Emerging Markets Diversified	Feb 2, 2014	1.23%	2.95%	6.69%	1.95%	85
DYMIX	Dynamic Alpha Macro Fund Institutional	Macro Trading	Jul 31, 2023	1.98%	4.10%	—	6.55%	73
EAAFX	Allspring Asset Allocation Fund	Diversified Portfolio	Jul 28, 1996	1.04%	2.47%	7.59%	5.60%	82
EAEAX	Eaton Vance Tax-Managed Equity Asset Allocation Fu...	Diversified Portfolio	Mar 3, 2002	1.25%	-3.37%	10.56%	4.44%	26
EAEMX	Parametric Emerging Markets Fund	Emerging Markets Diversified	Jun 29, 2006	1.58%	4.16%	6.36%	2.71%	92
EBSAX	Campbell Systematic Macro Fund Class A Shares	Macro Trading	Mar 4, 2013	2.00%	6.60%	—	2.82%	3
EBSIX	Campbell Systematic Macro Fund Class I Shares	Macro Trading	Mar 4, 2013	1.75%	6.73%	—	2.96%	4
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	Sep 28, 2021	1.38%	-4.86%	—	24.89%	13
EDIAX	Eaton Vance Global Income Builder Fund	Global Allocation	Nov 29, 2005	1.17%	-1.89%	7.98%	5.22%	67
EEMIX	MFS Emerging Markets Equity Research Fund	Emerging Markets Diversified	Feb 22, 2021	1.00%	4.04%	—	1.82%	87
EFEIX	Ashmore Emerging Markets Frontier Equity Fund	Emerging Markets Diversified	Nov 3, 2013	1.52%	-1.92%	7.04%	11.61%	48
EGRAX	Eaton Vance Global Macro Absolute Return Advantage...	Macro Trading	Dec 28, 2012	2.22%	3.31%	6.01%	6.54%	99
EICOX	Eaton Vance Emerging and Frontier Countries Equity...	Emerging Markets Diversified	Nov 2, 2014	1.31%	4.80%	11.59%	3.52%	87
EITEX	Parametric Tax-Managed Emerging Markets Fund	Emerging Markets Diversified	Jun 29, 1998	0.96%	4.22%	6.80%	4.58%	93
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	Jan 19, 1998	1.10%	8.72%	14.25%	8.85%	91

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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