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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 Index 2010 Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
0.22%
5.12%
4.52%
78
Franklin Income Fund Class A1Diversified Portfolio0.62%
2.55%
7.61%
5.12%
74
Franklin Income Fund Class ADiversified PortfolioSep 10, 20180.71%
2.54%
5.05%
75
Fidelity Managed Retirement 2025 Fund Class KTarget Retirement DateAug 1, 20190.38%
0.37%
2.78%
76
Fidelity Managed Retirement 2020 Fund Class KTarget Retirement DateAug 1, 20190.37%
0.41%
2.92%
77
Meeder Dynamic Allocation FundDiversified PortfolioFeb 28, 20001.32%
-0.54%
12.13%
7.59%
53
Meeder Moderate Allocation FundDiversified PortfolioJun 29, 20151.36%
-0.38%
7.11%
3.63%
54
Meeder Global Allocation FundGlobal AllocationJan 30, 20061.81%
-0.06%
8.68%
14.16%
54
Fidelity Freedom Index 2015 Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
0.13%
6.11%
5.41%
75
Franklin LifeSmart Retirement Income FundTarget Retirement DateJul 31, 20060.05%
-0.19%
4.98%
4.83%
54
Franklin LifeSmart 2025 Retirement Target FundTarget Retirement DateJul 31, 20060.23%
-0.51%
7.08%
8.78%
66
Franklin LifeSmart 2035 Retirement Target FundTarget Retirement DateJul 31, 20060.24%
-0.87%
8.82%
7.52%
64
Franklin LifeSmart 2045 Retirement Target FundTarget Retirement DateJul 31, 20060.25%
-1.08%
10.06%
6.81%
62
Franklin LifeSmart 2020™ Retirement Target FundTarget Retirement DateJun 30, 20130.22%
-0.46%
6.03%
6.01%
66
Meeder Conservative Allocation FundDiversified PortfolioJun 20, 19951.21%
-0.32%
5.21%
3.73%
50
Franklin LifeSmart 2030 Retirement Target FundTarget Retirement DateJun 30, 20130.23%
-0.65%
7.96%
5.76%
65
Franklin LifeSmart 2040 Retirement Target FundTarget Retirement DateJun 30, 20130.25%
-0.86%
9.56%
6.30%
63
Franklin LifeSmart 2050 Retirement Target FundTarget Retirement DateJun 30, 20130.25%
-1.20%
10.37%
6.40%
62
Franklin LifeSmart 2055 Retirement Target FundTarget Retirement DateApr 30, 20150.24%
-1.26%
10.25%
5.93%
61
Fidelity Managed Retirement 2030Target Retirement DateAug 16, 20190.48%
0.41%
2.69%
72

Rows per page

541–560 of 1524

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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