Multi-Asset Mutual Funds List

Number of Funds: 1,523
Avg. Expense Ratio: 0.66%
Avg. Yield: 5.41%
Avg. 1 Year Return: 22.58%
Median Risk/Return Score: 66 / 100

1491 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FATKX	Fidelity Freedom 2020 Fund Class K6	Target Retirement Date	Oct 17, 1996	0.42%	7.11%	—	7.91%	73
FATWX	Fidelity Advisor Freedom 2025 Fund Class A	Target Retirement Date	Nov 6, 2003	0.87%	7.20%	7.85%	7.72%	56
FAXDX	Fidelity Advisor Freedom Blend 2065 Fund Class C	Target Retirement Date	Jun 28, 2019	1.49%	13.10%	—	2.73%	64
FAXEX	Fidelity Advisor Freedom Blend 2065 Fund Class M	Target Retirement Date	Jun 28, 2019	0.99%	13.46%	—	3.00%	67
FAXFX	Fidelity Advisor Freedom Blend 2065 Fund Class I	Target Retirement Date	Jun 28, 2019	0.49%	13.61%	—	3.22%	70
FAXGX	Fidelity Advisor Freedom Blend 2065 Fund Class Z	Target Retirement Date	Jun 28, 2019	0.39%	13.69%	—	3.28%	71
FAYZX	Fidelity Advisor Multi-Asset Income Fund Class I	Diversified Portfolio	Sep 9, 2015	0.80%	7.71%	9.01%	3.45%	52
FAZAX	Fidelity Advisor Freedom Blend 2065 Fund Class A	Target Retirement Date	Jun 28, 2019	0.74%	13.55%	—	3.13%	69
FAZYX	Fidelity Advisor Multi-Asset Income Fund Class M	Diversified Portfolio	Sep 9, 2015	1.03%	7.60%	8.78%	3.22%	51
FBAKX	Fidelity Balanced Fund Class K	Diversified Portfolio	Nov 6, 1986	0.45%	10.31%	11.76%	5.17%	87
FBALX	Fidelity Balanced Fund	Diversified Portfolio	Nov 6, 1986	0.46%	10.27%	11.72%	5.14%	86
FBAOX	Fidelity Advisor Balanced Fund Class A	Diversified Portfolio	Nov 6, 1986	0.76%	10.13%	—	4.88%	86
FBFZX	Franklin Managed Income Fund	Diversified Portfolio	Jul 2, 2006	0.65%	6.54%	7.60%	4.23%	86
FBGLX	Fidelity Advisor Freedom 2055 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	12.60%	—	6.40%	61
FBIFX	Fidelity Freedom Index 2040 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	10.47%	11.38%	2.22%	69
FBKFX	Fidelity Balanced K6 Fund	Diversified Portfolio	Jun 14, 2019	0.32%	10.58%	—	5.63%	87
FCAFX	Fidelity Advisor Freedom Income Fund Class C	Target Retirement Date	Jul 24, 2003	1.47%	4.11%	3.36%	2.07%	51
FCANX	Fidelity Advisor Asset Manager 30% Fund Class C	Diversified Portfolio	Oct 9, 2007	1.60%	5.32%	4.58%	1.85%	69
FCASX	Fidelity Advisor Asset Manager 70% Fund Class C	Diversified Portfolio	Sep 23, 2008	1.73%	11.02%	9.00%	5.57%	68
FCAZX	Franklin Corefolio Allocation Fund	Diversified Portfolio	Aug 14, 2003	0.16%	6.61%	11.10%	7.05%	25

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.

Loading charts...

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
FQEMX	Franklin Templeton SMACS: Series EM	98	—	Nov 2021
DEMIX	Delaware Emerging Markets Fund	98	—	Jun 1996
CMNIX	Calamos Market Neutral Income Fund Institutional C...	98	—	May 2000

Best-Performing Multi-Asset Mutual funds Over 5 Years

The top Multi-Asset Mutual funds is DEMIX (25.67%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 22.58% and an average 5-year return of 6.80%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	25.67%	—	Jun 1996
PDX	PIMCO Dynamic Income Strategy Fund	22.37%	—	Feb 2019
QRPNX	AQR Alternative Risk Premia Fund Class N	19.27%	—	Sep 2017
EKBAX	Allspring Diversified Capital Builder Fund	19.24%	—	Jan 1998
QSPNX	AQR Style Premia Alternative Fund Class N	18.68%	—	Oct 2013

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is LTFIX (0.01%). With an average expense ratio of 0.66%, 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
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is HLEMX (93.52%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.41%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
HLEMX	Harding Loevner Emerging Markets Fund	93.52%	—	Nov 1998
HLMEX	Harding Loevner Institutional Emerging Markets Por...	79.65%	—	Oct 2005
WAEMX	Wasatch Emerging Markets Small Cap Fund	56.19%	—	Sep 2007
IPIRX	Voya Global Perspectives Portfolio	44.20%	—	Apr 2013
TALFX	Transamerica Asset Allocation Long Horizon	42.86%	—	Sep 2000

Top Mutual funds Asset Classes

Equity · 3,627 Mutual funds Bond · 1,987 Mutual funds Alternatives · 133 Mutual funds Real Estate · 115 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.