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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 Freedom Blend 2065 Fund Class K6Target Retirement DateJun 28, 20190.29%
0.25%
2.58%
69
Fidelity Freedom Blend 2065 FundTarget Retirement DateJun 28, 20190.49%
0.13%
2.47%
67
Fidelity Advisor Asset Manager 50% Fund Class CDiversified PortfolioOct 2, 20061.68%
0.00%
6.22%
6.64%
68
Fidelity Freedom Index 2025 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
-0.25%
7.51%
4.96%
67
Fidelity Freedom Index 2030 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
-0.31%
8.49%
3.38%
66
Fidelity Freedom Index 2035 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
-0.45%
9.70%
2.82%
66
Fidelity Freedom Income FundTarget Retirement DateOct 17, 19960.47%
0.63%
4.25%
3.23%
81
Fidelity Freedom 2010 FundTarget Retirement DateOct 17, 19960.49%
0.81%
5.56%
4.93%
82
Fidelity Freedom 2020 FundTarget Retirement DateOct 17, 19960.58%
0.65%
7.02%
7.31%
77
Fidelity Freedom 2030 FundTarget Retirement DateOct 17, 19960.66%
0.56%
8.90%
5.41%
74
Fidelity Freedom 2040 FundTarget Retirement DateSep 6, 20000.75%
0.60%
11.08%
5.04%
74
Fidelity Freedom 2045 FundTarget Retirement DateJun 1, 20060.75%
0.56%
11.37%
4.37%
73
Fidelity Freedom 2050 FundTarget Retirement DateJun 1, 20060.75%
0.49%
11.36%
4.12%
73
Fidelity Advisor Freedom 2045 Fund Class ITarget Retirement DateJun 1, 20060.75%
0.00%
11.11%
6.23%
66
Fidelity Advisor Freedom 2045 Fund Class CTarget Retirement DateJun 1, 20061.75%
-0.27%
9.99%
6.05%
61
Fidelity Advisor Freedom 2050 Fund Class ATarget Retirement DateJun 1, 20061.00%
-0.13%
10.83%
5.88%
65
Fidelity Advisor Freedom 2050 Fund Class ITarget Retirement DateJun 1, 20060.75%
-0.06%
11.13%
5.86%
66
Fidelity Advisor Freedom 2050 Fund Class MTarget Retirement DateJun 1, 20061.25%
-0.20%
10.55%
5.80%
64
Fidelity Advisor Freedom 2045 Fund Class MTarget Retirement DateJun 1, 20061.25%
-0.13%
10.55%
6.22%
63
Fidelity Advisor Freedom 2050 Fund Class CTarget Retirement DateJun 1, 20061.75%
-0.34%
10.53%
9.71%
81

Rows per page

341–360 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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