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.

Click on any item in the list to see complete information, including risk and performance analysis.

Asset Class: Multi-Asset

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AEMGX	Acadian Emerging Markets Portfolio	Emerging Markets Diversified	Jun 16, 1993	1.49%	8.65%	4.46%	3.54%
AFMBX	American Funds American Balanced Fund Class F-3	Diversified Portfolio	Jul 26, 1975	0.25%	3.99%	—	2.61%
AFPIX	AmericaFirst Income Fund	Diversified Portfolio	Jun 30, 2010	1.91%	-0.14%	0.86%	9.95%
AGQIX	AGF Emerging Markets Equity Fund	Emerging Markets Diversified	Jan 2, 2020	0.95%	3.24%	—	1.90%
AIEMX	Alger Emerging Markets Fund	Emerging Markets Diversified	Dec 28, 2010	1.45%	7.49%	3.12%	0.00%
ALAAX	Invesco Income Allocation Fund	Diversified Portfolio	Oct 30, 2005	0.37%	0.01%	3.32%	4.19%
ALIBX	ALPS/Smith Balanced Opportunity Fund	Diversified Portfolio	Sep 14, 2020	1.12%	4.95%	7.14%	1.61%
AMBFX	American Funds American Balanced Fund® Class F-2	Diversified Portfolio	Aug 5, 2008	0.35%	3.93%	8.16%	2.51%
AMDWX	Amana Mutual Funds Trust Developing World Fund	Emerging Markets Diversified	Sep 27, 2009	1.14%	4.00%	2.45%	0.88%
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	Dec 1, 1973	0.56%	2.22%	6.28%	3.60%
AOCIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	1.88%	4.92%	2.51%
AOGIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	4.54%	7.65%	2.03%
AOMIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	3.28%	6.28%	2.24%
AONIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	0.70%	3.61%	2.92%
AOTIX	Virtus Emerging Markets Opportunities Fund	Emerging Markets Diversified	May 26, 2004	0.94%	7.77%	4.14%	3.23%
AOVIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	5.90%	8.66%	1.50%
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Diversified	Jun 25, 2006	1.07%	4.20%	3.99%	0.47%
APOPX	Cavanal Hill Opportunistic Fund	Diversified Portfolio	Aug 31, 2011	1.25%	—	—	—
APPLX	Appleseed Fund	Global Allocation	Dec 7, 2006	1.14%	1.42%	3.85%	1.93%
ARANX	Horizon Active Risk Assist Fund	Diversified Portfolio	Aug 27, 2014	1.17%	5.70%	—	0.79%

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.

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