PortfoliosLab logoPortfoliosLab logo

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 2025 Fund Class ZTarget Retirement DateOct 2, 20180.54%
0.30%
8.02%
69
Fidelity Advisor Freedom 2030 Fund Class ZTarget Retirement DateOct 2, 20180.58%
0.20%
7.63%
69
Fidelity Advisor Freedom 2035 Fund Class ZTarget Retirement DateOct 2, 20180.61%
0.19%
7.61%
69
Fidelity Advisor Freedom 2040 Fund Class ZTarget Retirement DateOct 2, 20180.65%
0.05%
7.33%
69
Fidelity Advisor Freedom 2045 Fund Class ZTarget Retirement DateOct 2, 20180.65%
0.00%
6.52%
68
Fidelity Advisor Freedom 2050 Fund Class ZTarget Retirement DateOct 2, 20180.65%
-0.06%
6.10%
66
Fidelity Advisor Freedom 2055 Fund Class ZTarget Retirement DateOct 2, 20180.65%
-0.06%
5.44%
67
Fidelity Advisor Freedom 2060 Fund Class ZTarget Retirement DateOct 2, 20180.65%
-0.06%
4.86%
67
Fidelity Advisor Freedom Income Fund Class ZTarget Retirement DateOct 2, 20180.42%
0.59%
3.28%
78
Fidelity Freedom Index Income Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
0.11%
3.95%
3.41%
76
Fidelity Advisor Asset Manager 20% Fund Class ZDiversified PortfolioOct 2, 20180.48%
0.40%
3.23%
86
Fidelity Advisor Asset Manager 30% Fund Class ZDiversified PortfolioOct 2, 20180.50%
0.35%
2.97%
81
Fidelity Advisor Asset Manager 40% Fund Class ZDiversified PortfolioOct 2, 20180.50%
0.00%
4.00%
77
Fidelity Advisor Asset Manager 50% Fund Class ZDiversified PortfolioOct 2, 20180.55%
0.05%
7.69%
75
Fidelity Flex Freedom Blend 2015 FundTarget Retirement DateJun 8, 20170.00%
0.73%
4.67%
82
Fidelity Freedom Index 2045 Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
-0.75%
10.80%
2.04%
63
Fidelity Freedom Index 2050 Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
-0.78%
10.80%
1.99%
63
Fidelity Advisor Asset Manager 60% Fund Class ZDiversified PortfolioOct 2, 20180.62%
0.18%
5.96%
74
Fidelity Advisor Asset Manager 70% Fund Class ZDiversified PortfolioOct 2, 20180.60%
0.17%
7.46%
72
Fidelity Advisor Asset Manager 85% Fund Class ZDiversified PortfolioOct 2, 20180.62%
0.00%
5.74%
70

Rows per page

481–500 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

Loading graphics...