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.

Click on any item in the list to see complete information, including risk and performance analysis.

Asset Class: Multi-Asset

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
ARCHX	Archer Balanced Fund	Diversified Portfolio	Sep 19, 2005	1.20%	5.75%	6.77%	1.25%
ARCVX	American Century Investments One Choice 2030 Portf...	Target Retirement Date	May 29, 2008	0.78%	4.17%	5.94%	2.70%
ARDVX	American Century Investments One Choice 2040 Portf...	Target Retirement Date	May 29, 2008	0.83%	5.38%	6.87%	2.18%
AREVX	American Century Investments One Choice 2055 Portf...	Target Retirement Date	Mar 30, 2011	0.88%	7.35%	8.08%	1.44%
ARFVX	American Century Investments One Choice 2050 Portf...	Target Retirement Date	May 29, 2008	0.88%	6.73%	7.82%	1.84%
ARGVX	American Century Investments One Choice 2060 Portf...	Target Retirement Date	Sep 29, 2015	0.88%	7.62%	—	1.51%
ARHVX	American Century Investments One Choice 2065 Portf...	Target Retirement Date	Sep 22, 2020	0.88%	7.87%	—	1.56%
AROIX	American Century Investments One Choice 2045 Portf...	Target Retirement Date	Aug 30, 2004	0.86%	6.05%	7.34%	2.07%
ARTOX	American Century Investments One Choice In Retirem...	Target Retirement Date	Aug 30, 2004	0.74%	3.69%	4.99%	4.33%
ARTYX	Artisan Developing World Fund	Emerging Markets Diversified	Jun 28, 2015	1.28%	17.96%	—	0.00%
ARWIX	American Century Investments One Choice 2025 Portf...	Target Retirement Date	Aug 30, 2004	0.76%	3.79%	5.50%	3.89%
ARYIX	American Century Investments One Choice 2035 Portf...	Target Retirement Date	Aug 30, 2004	0.81%	4.70%	6.37%	2.56%
ATLAX	Atlas U.S. Tactical Income Fund	Diversified Portfolio	Sep 29, 2015	1.18%	1.25%	—	4.56%
AVEEX	Avantis Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 3, 2019	0.33%	10.13%	—	3.19%
AVEFX	Ave Maria Bond Fund	Diversified Portfolio	Apr 30, 2003	0.41%	2.16%	3.29%	2.63%
AVGRX	BNY Mellon Dynamic Total Return Fund	Macro Trading	May 1, 2006	1.15%	10.06%	3.81%	4.56%
AWIIX	CIBC Atlas Income Opportunities Fund	Diversified Portfolio	Jun 26, 2014	0.69%	4.56%	—	2.25%
AXBAX	Columbia Capital Allocation Aggressive Portfolio	Diversified Portfolio	Mar 3, 2004	0.39%	8.61%	8.04%	5.00%
AYBLX	Pioneer Balanced ESG Fund	Diversified Portfolio	Dec 15, 1991	0.65%	6.66%	7.69%	2.12%
AZMIX	Virtus NFJ Emerging Markets Value Fund	Emerging Markets Diversified	Dec 17, 2012	0.89%	5.56%	3.04%	1.64%

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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