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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 Freedom 2020 Fund Class MTarget Retirement DateJul 24, 20031.08%
0.32%
6.59%
7.44%
70
Fidelity Freedom 2025 Fund Class K6Target Retirement DateNov 6, 20030.44%
0.68%
6.72%
77
First Eagle Global Income Builder Fund Class AGlobal AllocationMay 1, 20121.17%
4.70%
8.46%
3.56%
89
First Eagle Global Income Builder FundGlobal AllocationApr 30, 20120.93%
4.76%
9.10%
5.55%
92
Fidelity Advisor Freedom 2030 Fund Class ITarget Retirement DateJul 24, 20030.66%
0.25%
8.71%
7.30%
71
Fidelity Advisor Freedom Income Fund Class Z6Target Retirement DateJun 6, 20170.37%
0.52%
3.45%
81
Fidelity Flex Freedom Blend 2025 FundTarget Retirement DateJun 8, 20170.00%
0.52%
7.24%
73
Fidelity SAI Emerging Markets Value Index FundEmerging Markets DiversifiedMay 11, 20200.22%
7.24%
3.70%
91
Fidelity SAI Emerging Markets Index FundEmerging Markets DiversifiedJan 4, 20160.08%
3.97%
2.57%
85
First Eagle Global Fund Class CGlobal AllocationJan 1, 19791.86%
2.29%
9.15%
8.97%
84
First Eagle U.S. Value FundDiversified PortfolioSep 3, 20010.83%
1.34%
10.90%
9.34%
71
Fidelity Advisor Asset Manager 85% Fund Class ADiversified PortfolioOct 2, 20061.00%
0.00%
10.28%
5.35%
71
Fidelity Advisor Asset Manager 85% Fund Class CDiversified PortfolioOct 2, 20061.76%
-0.20%
9.61%
4.73%
67
Fidelity Advisor Asset Manager 85% Fund Class IDiversified PortfolioOct 2, 20060.73%
0.03%
10.53%
5.59%
72
Fidelity Advisor Asset Manager 85% Fund Class MDiversified PortfolioOct 2, 20061.25%
-0.07%
10.07%
5.16%
69
Franklin Global Allocation FundGlobal AllocationAug 14, 20030.66%
-0.40%
7.29%
5.14%
73
Franklin Global Allocation Fund Class CGlobal AllocationAug 15, 20031.74%
-0.65%
6.22%
4.55%
65
Fidelity Advisor Asset Manager 50% Fund Class ADiversified PortfolioOct 2, 20060.92%
0.00%
6.96%
7.33%
75
Fidelity Asset Manager 40% FundDiversified PortfolioOct 9, 20070.52%
0.07%
6.31%
3.96%
76
Fidelity Freedom Blend 2065 Fund Class KTarget Retirement DateJun 28, 20190.39%
0.32%
2.49%
71

Rows per page

321–340 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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