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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
Horizon Active Risk Assist FundDiversified PortfolioAug 27, 20141.17%
-1.75%
6.78%
9.30%
38
Archer Balanced FundDiversified PortfolioSep 19, 20051.20%
1.69%
8.25%
2.80%
86
American Century Investments One Choice 2030 Portf...Target Retirement DateMay 29, 20080.78%
-0.57%
6.59%
12.67%
55
American Century Investments One Choice 2040 Portf...Target Retirement DateMay 29, 20080.83%
-0.75%
7.76%
13.23%
54
American Century Investments One Choice 2055 Portf...Target Retirement DateMar 30, 20110.88%
-1.05%
9.34%
13.34%
53
American Century Investments One Choice 2050 Portf...Target Retirement DateMay 29, 20080.88%
-0.95%
8.85%
14.55%
53
American Century One Choice 2060 Portfolio Class ITarget Retirement DateSep 30, 20150.69%
-1.05%
9.44%
11.03%
52
American Century Investments One Choice 2060 Portf...Target Retirement DateSep 29, 20150.88%
-1.05%
9.25%
10.82%
52
American Century Investments One Choice 2065 Portf...Target Retirement DateSep 22, 20200.88%
-1.16%
6.08%
51
American Century Investments One Choice 2045 Portf...Target Retirement DateAug 30, 20040.86%
-0.85%
8.32%
12.26%
55
American Century Investments One Choice In Retirem...Target Retirement DateAug 30, 20040.74%
-0.46%
5.90%
8.77%
57
Artisan Developing World FundEmerging Markets DiversifiedJun 28, 20151.28%
-17.12%
9.29%
0.00%
1
American Century Investments One Choice 2035 Portf...Target Retirement DateAug 30, 20040.81%
-0.68%
7.20%
11.11%
55
Atlas U.S. Tactical Income FundDiversified PortfolioSep 29, 20151.18%
-1.12%
-0.22%
5.30%
54
American Century One Choice In Retirement Portfoli...Target Retirement DateAug 31, 20040.56%
-0.42%
5.66%
8.97%
57
Avantis Emerging Markets Equity FundEmerging Markets DiversifiedDec 3, 20190.33%
4.67%
3.34%
90
Ave Maria Bond FundDiversified PortfolioApr 30, 20030.41%
0.86%
3.88%
3.11%
37
CIBC Atlas Income Opportunities FundDiversified PortfolioJun 26, 20140.69%
-3.88%
7.97%
12.97%
10
Columbia Capital Allocation Aggressive PortfolioDiversified PortfolioMar 3, 20040.39%
-1.14%
9.71%
9.92%
72
Pioneer Balanced ESG FundDiversified PortfolioDec 15, 19910.65%
0.53%
9.20%
3.64%
89

Rows per page

61–80 of 1521

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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