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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 Managed Retirement Income Fund Class KTarget Retirement DateAug 1, 20190.35%
0.42%
3.24%
81
Fidelity Advisor Managed Retirement 2010 Fund Clas...Target Retirement DateAug 30, 20070.71%
0.38%
4.57%
2.83%
77
Fidelity Managed Retirement 2010 Fund Class K6Target Retirement DateAug 1, 20190.26%
0.46%
3.35%
83
Fidelity Advisor Managed Retirement 2010 Fund Clas...Target Retirement DateAug 30, 20070.46%
0.41%
4.84%
3.04%
80
Fidelity Managed Retirement 2010 Fund Class KTarget Retirement DateAug 1, 20190.36%
0.43%
3.24%
82
Fidelity Advisor Asset Manager 60% Fund Class ADiversified PortfolioOct 9, 20071.00%
0.12%
7.77%
5.57%
71
Strategic Advisers Emerging Markets FundEmerging Markets DiversifiedSep 29, 20100.33%
5.20%
8.85%
2.26%
90
Fidelity Asset Manager 60% FundDiversified PortfolioOct 9, 20070.68%
0.18%
8.04%
5.83%
72
Fidelity Advisor Asset Manager 60% Fund Class MDiversified PortfolioOct 9, 20071.25%
0.06%
7.55%
5.34%
69
Fidelity Advisor Asset Manager 60% Fund Class CDiversified PortfolioOct 9, 20071.78%
-0.06%
7.11%
4.84%
66
Fidelity Strategic Dividend & Income FundDiversified PortfolioDec 23, 20030.68%
5.17%
8.78%
1.71%
26
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioDec 23, 20030.72%
5.14%
9.39%
7.56%
67
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20050.70%
5.89%
5.91%
4.46%
87
Fidelity Advisor Asset Manager 60% Fund Class IDiversified PortfolioOct 9, 20070.75%
0.18%
7.99%
5.75%
73
Fidelity Freedom 2010 Fund Class KTarget Retirement DateJul 20, 20170.44%
0.81%
4.95%
84
Fidelity Freedom 2015 Fund Class KTarget Retirement DateJul 20, 20170.47%
0.74%
6.46%
82
Fidelity Freedom 2020 Fund Class KTarget Retirement DateJul 20, 20170.51%
0.72%
7.34%
78
Fidelity Freedom 2025 Fund Class KTarget Retirement DateJul 20, 20170.54%
0.61%
6.45%
76
Fidelity Freedom 2030 Fund Class KTarget Retirement DateJul 20, 20170.58%
0.61%
5.45%
76
Fidelity Freedom 2035 Fund Class KTarget Retirement DateJul 20, 20170.61%
0.56%
5.05%
76

Rows per page

601–620 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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