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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 2045 Fund Class ATarget Retirement DateJun 1, 20061.00%
-0.07%
10.73%
6.25%
66
Fidelity Freedom Index Income Fund Institutional P...Target Retirement DateOct 2, 20090.08%
0.11%
3.97%
3.43%
76
Fidelity Freedom Index 2065 Fund Investor ClassTarget Retirement DateJun 28, 20190.12%
-0.80%
1.92%
63
Fidelity Freedom Index 2065 Fund Institutional Pre...Target Retirement DateJun 28, 20190.08%
-0.80%
1.95%
63
Fidelity Advisor Asset Manager 50% Fund Class IDiversified PortfolioOct 2, 20060.65%
0.05%
7.24%
7.56%
75
Fidelity Freedom Index 2040 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
-0.62%
10.60%
2.39%
65
Fidelity Freedom Index 2055 FundTarget Retirement Date0.08%
-0.79%
10.97%
2.01%
63
Fidelity Freedom Index 2060 Fund Institutional Pre...Target Retirement DateAug 5, 20140.08%
-0.79%
10.86%
2.00%
63
Fidelity Advisor Asset Manager 40% Fund Class ADiversified PortfolioOct 9, 20070.83%
0.07%
6.01%
3.68%
75
Fidelity Advisor Asset Manager 40% Fund Class CDiversified PortfolioOct 9, 20071.60%
0.07%
5.28%
2.92%
70
Fidelity Advisor Asset Manager 40% Fund Class IDiversified PortfolioOct 9, 20070.57%
0.00%
6.26%
3.92%
76
Fidelity Multi-Asset Index FundDiversified PortfolioJun 29, 19990.11%
-0.51%
10.29%
3.70%
62
Fidelity Freedom Index 2045 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
-0.75%
10.85%
2.07%
64
Fidelity Freedom Index 2050 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
-0.74%
10.85%
2.02%
63
Fidelity Advisor 529 Aggressive Growth Portfolio C...Target Retirement Date
-0.20%
0.00%
50
Fidelity Freedom 2065 Fund Class KTarget Retirement DateJun 28, 20190.65%
0.51%
3.66%
73
Fidelity Freedom 2065 FundTarget Retirement DateJun 28, 20190.75%
0.51%
3.67%
73
Fidelity Freedom 2065 Fund Class K6Target Retirement DateJun 28, 20190.50%
0.57%
3.80%
75
Fidelity Freedom 2035 FundTarget Retirement DateNov 6, 20030.71%
0.62%
10.02%
5.00%
75
Fidelity Advisor Asset Manager 50% Fund Class MDiversified PortfolioOct 2, 20061.16%
0.05%
6.73%
7.08%
72

Rows per page

361–380 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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