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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 2025 FundTarget Retirement DateNov 6, 20030.62%
0.60%
7.79%
6.40%
74
Fidelity Advisor Freedom 2015 Fund Class ATarget Retirement DateNov 6, 20030.79%
0.45%
5.98%
6.78%
74
Fidelity Advisor Freedom 2015 Fund Class CTarget Retirement DateNov 6, 20031.54%
0.28%
5.26%
6.00%
66
Fidelity Freedom 2015 FundTarget Retirement DateNov 6, 20030.54%
0.74%
6.33%
6.43%
80
Fidelity Advisor Freedom 2015 Fund Class ITarget Retirement DateNov 6, 20030.54%
0.54%
6.22%
6.89%
76
Fidelity Advisor Freedom 2015 Fund Class MTarget Retirement DateNov 6, 20031.04%
0.37%
5.74%
6.54%
73
Fidelity Freedom Index 2010 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
0.30%
5.26%
4.55%
79
Strategic Advisers Fidelity Emerging Markets FundEmerging Markets DiversifiedOct 29, 20180.25%
5.65%
2.05%
89
Franklin Growth Allocation FundDiversified PortfolioDec 30, 19960.66%
-1.57%
9.47%
9.12%
56
Fidelity Freedom 2030 Fund Class K6Target Retirement DateOct 17, 19960.46%
0.67%
5.71%
77
Fidelity Advisor Freedom Blend 2010 Fund Class ATarget Retirement DateAug 31, 20180.66%
0.56%
2.65%
77
Fidelity Freedom Blend 2030 Fund Class KTarget Retirement DateAug 31, 20180.36%
0.39%
2.99%
73
Fidelity Advisor Freedom Blend Income Fund Class ZTarget Retirement DateAug 31, 20180.31%
0.59%
3.35%
79
Fidelity Advisor Freedom Blend Income Fund Class ITarget Retirement DateAug 31, 20180.41%
0.57%
3.20%
79
Fidelity Advisor Freedom Blend Income Fund Class CTarget Retirement DateAug 31, 20181.41%
0.35%
2.31%
69
Fidelity Advisor Freedom Blend Income Fund Class MTarget Retirement DateAug 31, 20180.91%
0.50%
2.73%
75
Fidelity Advisor Freedom Blend Income Fund Class ATarget Retirement DateAug 31, 20180.66%
0.54%
2.97%
77
Fidelity Freedom Blend 2060 FundTarget Retirement DateAug 31, 20180.49%
0.20%
2.41%
67
Fidelity Freedom Blend 2055 FundTarget Retirement DateAug 31, 20180.49%
0.20%
2.37%
67
Fidelity Freedom Blend 2050 FundTarget Retirement DateAug 31, 20180.49%
0.20%
2.46%
68

Rows per page

381–400 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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