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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 Strategic Real Return Fund Class ...Diversified PortfolioOct 2, 20180.61%
5.88%
4.49%
87
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioOct 2, 20180.59%
5.14%
7.65%
69
Fidelity Advisor Managed Retirement 2025 Fund Clas...Target Retirement DateDec 31, 20070.48%
0.37%
6.66%
2.67%
74
Fidelity Managed Retirement Income FundTarget Retirement DateAug 30, 20070.45%
0.41%
4.03%
3.13%
79
Fidelity Managed Retirement 2010 FundTarget Retirement DateAug 30, 20070.46%
0.41%
4.84%
3.13%
79
Fidelity Managed Retirement 2015 FundTarget Retirement DateAug 30, 20070.46%
0.42%
5.51%
3.02%
79
Fidelity Managed Retirement 2020 FundTarget Retirement DateDec 31, 20070.47%
0.39%
6.12%
2.82%
76
Fidelity Flex Freedom Blend 2010 FundTarget Retirement DateJun 8, 20170.00%
0.86%
3.65%
84
Fidelity Advisor Freedom 2035 Fund Class ITarget Retirement DateNov 6, 20030.71%
0.18%
9.82%
7.26%
68
Fidelity Advisor Freedom 2025 Fund Class ITarget Retirement DateNov 6, 20030.62%
0.22%
7.63%
7.65%
69
Fidelity Advisor Multi-Asset Income Fund Class ZDiversified PortfolioOct 2, 20180.71%
2.80%
3.50%
78
Fidelity Freedom Index 2015 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
0.07%
6.09%
5.45%
74
Fidelity Freedom Index 2020 Fund Institutional Pre...Target Retirement DateOct 2, 20090.08%
-0.06%
6.84%
6.00%
70
Fidelity Managed Retirement 2025 FundTarget Retirement DateDec 31, 20070.48%
0.37%
6.66%
2.68%
73
Fidelity Advisor Freedom Blend 2025 Fund Class ZTarget Retirement DateAug 31, 20180.35%
0.49%
2.51%
72
Fidelity Advisor Freedom Blend 2025 Fund Class ITarget Retirement DateAug 31, 20180.45%
0.41%
2.40%
71
Fidelity Advisor Freedom Blend 2025 Fund Class CTarget Retirement DateAug 31, 20181.45%
0.17%
1.58%
62
Fidelity Advisor Freedom Blend 2025 Fund Class MTarget Retirement DateAug 31, 20180.95%
0.32%
1.82%
67
Fidelity Advisor Freedom Blend 2025 Fund Class ATarget Retirement DateAug 31, 20180.70%
0.33%
2.19%
69
Fidelity Advisor Freedom Blend 2020 Fund Class ZTarget Retirement DateAug 31, 20180.34%
0.51%
2.66%
75

Rows per page

501–520 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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