PortfoliosLab logoPortfoliosLab logo

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 Freedom Index 2040 Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
-0.55%
10.53%
2.36%
70
Fidelity Balanced K6 FundDiversified PortfolioJun 14, 20190.32%
-1.56%
6.33%
75
Fidelity Advisor Freedom Income Fund Class CTarget Retirement DateJul 24, 20031.47%
0.34%
3.14%
2.27%
67
Fidelity Advisor Asset Manager 30% Fund Class CDiversified PortfolioOct 9, 20071.60%
0.12%
4.23%
1.99%
74
Fidelity Advisor Asset Manager 70% Fund Class CDiversified PortfolioSep 23, 20081.73%
-0.13%
8.13%
6.19%
68
Franklin Corefolio Allocation FundDiversified PortfolioAug 14, 20030.16%
-4.62%
10.22%
7.88%
26
Franklin Emerging Market Core Equity (IU) Fund Adv...Emerging Markets DiversifiedJul 31, 20190.17%
6.45%
3.09%
90
Fidelity Advisor Freedom 2010 Fund Class CTarget Retirement DateJul 24, 20031.49%
0.36%
4.47%
4.16%
70
Fidelity Advisor Freedom 2030 Fund Class CTarget Retirement DateJul 24, 20031.66%
0.00%
7.64%
6.88%
64
Fidelity Advisor Freedom 2040 Fund Class CTarget Retirement DateJul 24, 20031.75%
-0.06%
9.72%
6.99%
66
Fidelity Advisor Freedom 2010 Fund Class MTarget Retirement DateJul 24, 20030.99%
0.45%
4.97%
4.68%
75
American Funds Retirement Income Portfolio Enhance...Target Retirement DateAug 28, 20150.67%
0.40%
7.97%
5.70%
76
Fidelity Advisor Freedom 2045 Fund Class Z6Target Retirement DateJun 6, 20170.50%
0.19%
6.52%
72
Fidelity Advisor Freedom 2010 Fund Class ITarget Retirement DateJul 24, 20030.49%
0.62%
5.48%
5.12%
81
Fidelity Flex Freedom Blend 2040 FundTarget Retirement DateJun 8, 20170.00%
0.48%
4.89%
75
American Funds 2065 Target Date Retirement FundTarget Retirement DateMar 26, 20200.01%
-2.38%
4.78%
65
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioDec 23, 20031.73%
4.78%
8.29%
6.64%
63
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20051.70%
5.54%
4.81%
3.54%
84
Fidelity Advisor Freedom 2035 Fund Class CTarget Retirement DateNov 6, 20031.71%
-0.07%
8.77%
7.20%
64
Fidelity Freedom 2055 Fund Class K6Target Retirement DateJun 1, 20110.50%
0.64%
4.03%
78

Rows per page

281–300 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

Loading graphics...