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
EVGRX	E-Valuator Growth (70%-85%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.98%	0.26%	—	19.03%	66
EVIFX	Eaton Vance Balanced Fund	Diversified Portfolio	Apr 1, 1932	0.97%	-3.65%	8.72%	5.33%	30
EVVCX	E-Valuator Very Conservative (0%-15%) RMS Fund	Diversified Portfolio	May 25, 2016	1.20%	-0.10%	—	3.25%	72
EXBAX	Manning & Napier Pro-Blend Moderate Term Series	Diversified Portfolio	Sep 14, 1993	1.07%	-3.18%	5.26%	5.96%	16
EXDAX	Manning & Napier Pro-Blend Conservative Term Serie...	Diversified Portfolio	Oct 31, 1995	0.88%	-1.64%	4.25%	3.18%	31
EXHAX	Manning & Napier Pro-Blend Maximum Term Series	Diversified Portfolio	Oct 31, 1995	1.10%	-6.29%	9.33%	11.34%	12
FAAIX	Fidelity Advisor Asset Manager 70% Fund Class I	Diversified Portfolio	Sep 23, 2008	0.70%	0.13%	9.02%	7.26%	74
FAASX	Fidelity Advisor Asset Manager 70% Fund Class A	Diversified Portfolio	Sep 23, 2008	0.97%	0.07%	8.79%	7.06%	73
FACFX	Fidelity Advisor Freedom 2010 Fund Class A	Target Retirement Date	Jul 24, 2003	0.74%	0.54%	5.25%	4.92%	79
FAELX	Connecticut Higher Education Trust 529 College Sav...	Target Retirement Date	Oct 22, 2004	0.50%	-0.07%	—	0.00%	57
FAFAX	Fidelity Advisor Freedom Income Fund Class A	Target Retirement Date	Jul 24, 2003	0.72%	0.45%	3.88%	2.98%	76
FAFEX	Fidelity Advisor Freedom 2030 Fund Class A	Target Retirement Date	Jul 24, 2003	0.91%	0.13%	8.44%	7.27%	70
FAFFX	Fidelity Advisor Freedom 2040 Fund Class A	Target Retirement Date	Jul 24, 2003	1.00%	0.11%	10.55%	7.08%	70
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	Sep 24, 1999	0.70%	0.03%	10.55%	5.56%	73
FAPSX	Fidelity Risk Parity Fund	Diversified Portfolio	Jul 7, 2022	0.73%	2.80%	—	7.42%	79
FAPTX	American Funds 2025 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.67%	-0.38%	7.49%	7.43%	74
FARFX	Fidelity Advisor Managed Retirement 2025 Fund Clas...	Target Retirement Date	Dec 31, 2007	0.73%	0.27%	6.37%	2.44%	73
FARSX	Fidelity Advisor Managed Retirement 2015 Fund Clas...	Target Retirement Date	Aug 30, 2007	0.71%	0.33%	5.20%	2.74%	77
FARVX	Fidelity Advisor Managed Retirement 2020 Fund Clas...	Target Retirement Date	Dec 31, 2007	0.72%	0.30%	5.83%	2.58%	75
FARYX	Fulcrum Diversified Absolute Return Fund	Macro Trading	Jul 30, 2015	1.04%	6.38%	5.30%	6.75%	96

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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