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
FPGLX	Fidelity Advisor Freedom 2025 Fund Class Z6	Target Retirement Date	Jun 6, 2017	0.44%	0.29%	—	8.18%	72
FPIFX	Fidelity Freedom Index 2020 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	-0.06%	6.79%	5.96%	70
FPKFX	Fidelity Puritan K6 Fund	Diversified Portfolio	Jun 14, 2019	0.32%	-1.04%	—	4.23%	50
FPTKX	Fidelity Freedom 2015 Fund Class K6	Target Retirement Date	Nov 6, 2003	0.40%	0.83%	—	6.73%	83
FPUKX	Fidelity Puritan Fund Class K	Diversified Portfolio	May 9, 2008	0.43%	-0.77%	10.68%	6.96%	58
FPURX	Fidelity Puritan Fund	Diversified Portfolio	Apr 16, 1947	0.50%	-0.81%	10.59%	6.89%	56
FQEMX	Franklin Templeton SMACS: Series EM	Emerging Markets Diversified	Nov 21, 2021	0.00%	13.32%	—	2.81%	96
FQIFX	Fidelity Freedom Index 2025 Fund Investor Class	Target Retirement Date	Oct 2, 2009	0.12%	-0.25%	7.46%	4.93%	66
FQIPX	Fidelity Freedom Index 2045 Premier	Target Retirement Date	Oct 2, 2009	0.05%	-0.71%	—	2.10%	66
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	Target Retirement Date	Jun 8, 2017	0.00%	0.33%	—	3.31%	72
FQTEX	Franklin Templeton SMACS: Series E	Diversified Portfolio	Jun 2, 2019	0.00%	1.16%	—	6.02%	66
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	Aug 30, 2007	0.70%	0.35%	3.76%	2.88%	77
FRASX	Fidelity Advisor Managed Retirement 2015 Fund	Target Retirement Date	Aug 29, 2007	0.46%	0.42%	5.52%	2.64%	79
FRBEX	Fidelity Freedom 2070 Fund Class K	Target Retirement Date	May 30, 2025	0.65%	0.49%	—	2.37%	71
FRBHX	Fidelity Freedom® 2070 Fund Class K6	Target Retirement Date	Jun 28, 2024	0.45%	0.57%	—	2.51%	71
FRBVX	Fidelity Freedom Index 2070 Fund Investor Class	Target Retirement Date	Jun 28, 2024	0.12%	-0.81%	—	1.67%	64
FRGAX	Fidelity 70% Allocation Fund	Diversified Portfolio	Jan 1, 2022	0.02%	-0.80%	—	2.02%	69
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	Aug 1, 2019	0.25%	0.47%	—	3.36%	81
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	Aug 28, 1997	0.46%	2.62%	7.77%	5.28%	79
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	Aug 30, 2007	0.45%	0.41%	4.03%	3.12%	80

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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