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
EKSAX	Allspring Diversified Income Builder Fund	Diversified Portfolio	Apr 13, 1987	0.85%	0.61%	6.23%	5.03%	90
ELDFX	Elfun Diversified Fund	Diversified Portfolio	Jan 3, 1988	0.33%	-0.86%	8.16%	7.83%	71
EMFIX	Ashmore Emerging Markets Equity Fund	Emerging Markets Diversified	Jun 20, 2011	1.17%	6.18%	11.57%	1.55%	91
EMGAX	Allspring Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 5, 1994	1.43%	2.22%	7.47%	1.76%	83
EMPTX	UBS Emerging Markets Equity Opportunity Fund	Emerging Markets Diversified	May 30, 2018	0.19%	4.75%	—	1.83%	91
EMQIX	Ashmore Emerging Markets Active Equity Fund	Emerging Markets Diversified	Oct 31, 2016	1.02%	2.57%	—	5.14%	79
EMRGX	Emerging Markets Growth Fund, Inc.	Emerging Markets Diversified	May 29, 1986	0.76%	1.77%	7.59%	3.89%	78
EMRSX	JPMorgan Emerging Markets Research Enhanced Equity...	Emerging Markets Diversified	Dec 10, 2018	0.35%	5.90%	—	3.47%	89
EMSQX	Shelton Emerging Markets Fund	Emerging Markets Diversified	Mar 19, 1997	1.77%	5.07%	—	15.57%	86
ENGIX	Vest U.S. Large Cap 20% Buffer Strategies Fund Ins...	Defined Outcome	Dec 21, 2016	0.95%	-0.59%	—	0.00%	61
EPASX	EP Emerging Markets Small Companies Fund	Emerging Markets Diversified	Nov 30, 2010	1.75%	3.84%	5.82%	1.88%	84
EQIIX	Allspring Emerging Markets Equity Income Fund	Emerging Markets Diversified	May 30, 2012	1.22%	5.47%	7.33%	2.45%	86
ERH	Allspring Utilities and High Income Fund	Utilities Equities	Apr 30, 2004	0.93%	7.23%	7.33%	7.95%	64
ESCIX	Ashmore Emerging Markets Small Cap Equity Fund	Emerging Markets Diversified	Oct 3, 2011	1.52%	8.91%	9.84%	0.42%	94
ESIGX	Ashmore Emerging Markets Equity ESG Fund	Emerging Markets Diversified	Feb 25, 2020	1.17%	5.26%	—	1.94%	91
ETIMX	Eventide Multi-Asset Income Fund	Diversified Portfolio	Jul 14, 2015	0.82%	3.64%	7.58%	6.22%	46
EVFCX	E-Valuator Conservative (15%-30%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.07%	0.00%	—	2.83%	73
EVFGX	E-Valuator Aggressive Growth (85%-99%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.99%	0.45%	—	19.30%	67
EVFMX	E-Valuator Moderate (50%-70%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.00%	0.09%	—	9.18%	68
EVFTX	E-Valuator Conservative/Moderate (30%-50%) RMS Fun...	Diversified Portfolio	May 25, 2016	1.19%	0.09%	—	4.59%	70

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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