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
FMRDX	Fidelity Advisor Managed Retirement 2030 Fund Clas...	Target Retirement Date	Aug 16, 2019	0.48%	0.39%	—	2.58%	72
FMREX	Fidelity Managed Retirement 2030 Fund Class K	Target Retirement Date	Aug 16, 2019	0.38%	0.32%	—	2.69%	74
FMRFX	Fidelity Managed Retirement 2030 Fund Class K6	Target Retirement Date	Aug 16, 2019	0.28%	0.41%	—	2.78%	74
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	Sep 9, 2015	0.78%	3.14%	—	3.77%	78
FMTIX	Franklin Moderate Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.63%	-1.27%	7.45%	8.54%	58
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	Diversified Portfolio	Sep 25, 2003	1.00%	-0.86%	5.66%	1.26%	48
FMWIX	Fidelity Moderate with Income Allocation Fund	Diversified Portfolio	Feb 8, 2022	0.10%	-0.32%	—	3.09%	77
FNGLX	Fidelity Advisor Freedom 2060 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.50%	-0.06%	—	4.94%	68
FNSBX	Fidelity Freedom 2050 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	0.56%	—	4.13%	75
FNSDX	Fidelity Freedom 2055 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	0.53%	—	3.85%	74
FNSFX	Fidelity Freedom 2060 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	0.52%	—	3.68%	74
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	Jul 20, 2017	0.42%	0.63%	—	3.25%	82
FNWFX	American Funds New World Fund Class F-3	Emerging Markets Diversified	Jun 17, 1999	0.57%	-0.39%	—	6.11%	73
FOBAX	Tributary Balanced Fund	Diversified Portfolio	Aug 5, 1996	0.96%	-2.13%	8.39%	10.07%	40
FOGLX	Fidelity Advisor Freedom 2020 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.42%	0.48%	—	8.19%	76
FOLSX	Fidelity Flex Freedom Blend 2045 Fund	Target Retirement Date	Jun 8, 2017	0.00%	0.33%	—	3.82%	71
FORTX	Abraham Fortress Fund	Diversified Portfolio	Jul 1, 2018	0.75%	8.71%	—	1.53%	75
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	Oct 17, 1996	0.38%	0.82%	—	5.20%	85
FPACX	FPA Crescent Fund	Diversified Portfolio	Jun 1, 1993	1.00%	-1.37%	9.59%	9.73%	69
FPDIX	Fidelity Advisor 529 Aggressive Growth Portfolio C...	Diversified Portfolio	Jun 13, 2019	—	-0.07%	—	0.00%	55

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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