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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 2025 Fund Class K6Target Retirement DateAug 31, 20180.25%
0.48%
2.59%
72
Fidelity Advisor Freedom Blend 2060 Fund Class CTarget Retirement DateAug 31, 20181.49%
-0.07%
1.84%
63
Fidelity Health Savings Fund Class KDiversified PortfolioMar 2, 20200.37%
0.81%
3.04%
82
Fidelity Health Savings FundDiversified PortfolioMar 2, 20200.47%
0.83%
3.07%
82
Fidelity Advisor Freedom Blend 2060 Fund Class MTarget Retirement DateAug 31, 20180.99%
0.00%
2.11%
66
Fidelity Freedom Blend 2020 Fund Class K6Target Retirement DateAug 31, 20180.24%
0.59%
2.75%
76
Fidelity Advisor Freedom Blend 2060 Fund Class ATarget Retirement DateAug 31, 20180.74%
0.13%
2.24%
67
Fidelity Freedom Blend 2015 Fund Class K6Target Retirement DateAug 31, 20180.23%
0.63%
3.04%
80
Fidelity Advisor Freedom Blend 2040 Fund Class MTarget Retirement DateAug 31, 20180.99%
0.14%
2.49%
67
Fidelity Freedom Blend 2010 Fund Class K6Target Retirement DateAug 31, 20180.21%
0.74%
3.13%
82
Fidelity Advisor Freedom Blend 2055 Fund Class ZTarget Retirement DateAug 31, 20180.39%
0.20%
2.41%
69
Fidelity Advisor Freedom Blend 2055 Fund Class ITarget Retirement DateAug 31, 20180.49%
0.20%
2.36%
69
Fidelity Freedom Blend Income Fund Class K6Target Retirement DateAug 31, 20180.21%
0.71%
3.41%
82
Fidelity Advisor Freedom Blend 2055 Fund Class CTarget Retirement DateAug 31, 20181.49%
-0.07%
1.83%
63
Fidelity Managed Retirement 2025 Fund Class K6Target Retirement DateAug 1, 20190.28%
0.40%
2.89%
76
Fidelity Advisor Freedom Blend 2035 Fund Class ZTarget Retirement DateAug 31, 20180.38%
0.37%
2.96%
71
Fidelity Health Savings Index FundDiversified PortfolioMar 2, 20200.20%
0.66%
3.07%
82
Fidelity Freedom Blend 2060 Fund Class KTarget Retirement DateAug 31, 20180.39%
0.20%
2.44%
69
Fidelity Advisor Freedom Blend 2055 Fund Class MTarget Retirement DateAug 31, 20180.99%
0.07%
2.09%
66
Fidelity Freedom 2040 Fund Class K6Target Retirement DateSep 6, 20000.50%
0.68%
5.24%
76

Rows per page

441–460 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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