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 Advisor Freedom 2025 Fund Class CTarget Retirement DateNov 6, 20031.62%
0.00%
6.61%
7.21%
62
Fidelity Advisor Freedom 2020 Fund Class ATarget Retirement DateJul 24, 20030.83%
0.40%
6.54%
7.67%
73
Fidelity Advisor Freedom 2020 Fund Class CTarget Retirement DateJul 24, 20031.58%
0.16%
6.02%
7.03%
66
Fidelity Freedom 2055 FundTarget Retirement DateJun 1, 20110.75%
0.64%
11.23%
3.84%
77
Fidelity Freedom Index 2055 Fund Investor ClassTarget Retirement DateJun 1, 20110.12%
-0.71%
10.80%
1.98%
69
Fidelity Flex Freedom Blend 2065 FundTarget Retirement DateJun 28, 20190.00%
0.46%
2.86%
74
Fidelity Advisor Freedom 2065 Fund Class ZTarget Retirement DateJun 28, 20190.65%
0.07%
4.85%
69
Fidelity Advisor Freedom 2065 Fund Class Z6Target Retirement DateJun 28, 20190.50%
0.13%
4.96%
71
Fidelity Advisor Freedom 2065 Fund Class ITarget Retirement DateJun 28, 20190.75%
0.07%
4.70%
69
Fidelity Advisor Freedom 2065 Fund Class MTarget Retirement DateJun 28, 20191.25%
-0.07%
4.60%
67
Fidelity Advisor Freedom 2065 Fund Class CTarget Retirement DateJun 28, 20191.75%
-0.20%
4.35%
63
Fidelity Advisor Freedom 2065 Fund Class ATarget Retirement DateJun 28, 20191.00%
0.00%
4.70%
67
Fidelity Advisor Freedom 2030 Fund Class Z6Target Retirement DateJun 6, 20170.46%
0.26%
7.79%
73
Fidelity Advisor Freedom 2020 Fund Class ITarget Retirement DateJul 24, 20030.58%
0.39%
7.08%
7.72%
75
Fidelity Freedom Index 2060 Fund Investor ClassTarget Retirement DateAug 5, 20140.12%
-0.70%
10.78%
1.97%
68
Fidelity Advisor Freedom 2060 Fund Class ATarget Retirement DateAug 5, 20141.00%
0.00%
10.80%
4.63%
67
Fidelity Advisor Freedom 2060 Fund Class ITarget Retirement DateAug 5, 20140.75%
0.06%
11.08%
4.65%
69
Fidelity Advisor Freedom 2060 Fund Class CTarget Retirement DateAug 5, 20141.75%
-0.19%
9.97%
4.21%
64
Fidelity Advisor Freedom 2060 Fund Class MTarget Retirement DateAug 5, 20141.25%
-0.06%
10.52%
4.51%
66
Fidelity Freedom 2060 FundTarget Retirement DateAug 5, 20140.75%
0.58%
11.33%
3.67%
77

Rows per page

301–320 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...