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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioDec 23, 20030.97%
4.71%
9.07%
7.40%
67
Fidelity Asset Manager 70% FundDiversified PortfolioDec 30, 19910.67%
0.17%
9.05%
7.32%
75
Fidelity Asset Manager 20% FundDiversified PortfolioOct 1, 19920.51%
0.33%
4.21%
3.18%
87
Fidelity Asset Manager 50% FundDiversified PortfolioDec 28, 19880.62%
0.05%
7.07%
7.58%
77
Fidelity Advisor Freedom 2035 Fund Class ATarget Retirement DateNov 6, 20030.96%
0.19%
9.54%
7.29%
70
Fidelity Freedom 2020 Fund Class K6Target Retirement DateOct 17, 19960.42%
0.72%
7.65%
82
Fidelity Advisor Freedom 2025 Fund Class ATarget Retirement DateNov 6, 20030.87%
0.22%
7.43%
7.67%
69
Fidelity Advisor Freedom Blend 2065 Fund Class CTarget Retirement DateJun 28, 20191.49%
0.00%
1.85%
66
Fidelity Advisor Freedom Blend 2065 Fund Class MTarget Retirement DateJun 28, 20190.99%
0.19%
2.17%
69
Fidelity Advisor Freedom Blend 2065 Fund Class ITarget Retirement DateJun 28, 20190.49%
0.32%
2.44%
72
Fidelity Advisor Freedom Blend 2065 Fund Class ZTarget Retirement DateJun 28, 20190.39%
0.32%
2.51%
72
Fidelity Advisor Multi-Asset Income Fund Class IDiversified PortfolioSep 9, 20150.80%
2.20%
8.82%
3.43%
76
Fidelity Advisor Freedom Blend 2065 Fund Class ATarget Retirement DateJun 28, 20190.74%
0.26%
2.32%
70
Fidelity Advisor Multi-Asset Income Fund Class MDiversified PortfolioSep 9, 20151.03%
2.16%
8.61%
3.21%
75
Fidelity Balanced Fund Class KDiversified PortfolioNov 6, 19860.45%
-1.49%
10.85%
5.81%
74
Fidelity Balanced FundDiversified PortfolioNov 6, 19860.51%
-1.49%
10.76%
5.77%
73
Fidelity Advisor Balanced Fund Class ADiversified PortfolioNov 6, 19860.76%
-1.53%
5.48%
69
Fidelity Advisor Blue Chip Growth Fund Class ZDiversified Portfolio0.61%
-5.76%
2.02%
62
Franklin Managed Income FundDiversified PortfolioJul 2, 20060.65%
3.41%
7.55%
4.30%
70
Fidelity Advisor Freedom 2055 Fund Class Z6Target Retirement DateJun 6, 20170.50%
0.11%
5.50%
70

Rows per page

261–280 of 1525

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.

0%Annualized Volatility0%Annualized Return

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