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
FSNVX	Fidelity Freedom 2040 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	0.60%	—	5.05%	75
FSNZX	Fidelity Freedom 2045 Fund Class K	Target Retirement Date	Jul 20, 2017	0.65%	0.57%	—	4.38%	75
FSRAX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	Sep 7, 2005	0.95%	5.90%	5.64%	4.20%	87
FSRKX	Fidelity Strategic Real Return Fund Class K6	Diversified Portfolio	Sep 7, 2005	0.51%	5.96%	—	4.56%	88
FSRRX	Fidelity Strategic Real Return Fund	Diversified Portfolio	Sep 7, 2005	0.70%	5.87%	5.79%	4.42%	88
FSRTX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	Sep 7, 2005	0.95%	5.90%	5.63%	4.20%	86
FSTBX	Federated Hermes Global Allocation Fund	Global Allocation	Dec 30, 1968	1.14%	-0.48%	6.61%	6.40%	65
FSXAX	Fidelity Sustainable Target Date 2030 Fund	Target Retirement Date	May 11, 2023	0.46%	-0.16%	—	2.21%	63
FSZZX	Fidelity Sustainable Emerging Markets Equity Fund	Emerging Markets Diversified	Feb 9, 2022	1.15%	6.01%	—	0.97%	88
FTAAX	Fidelity Advisor Asset Manager 30% Fund Class A	Diversified Portfolio	Oct 9, 2007	0.83%	0.29%	5.00%	2.65%	79
FTAFX	Fidelity Advisor Freedom Income Fund Class M	Target Retirement Date	Jul 24, 2003	0.97%	0.41%	3.65%	2.76%	73
FTANX	Fidelity Asset Manager 30% Fund	Diversified Portfolio	Oct 9, 2007	0.52%	0.33%	5.31%	2.92%	81
FTASX	Fidelity Advisor Asset Manager 70% Fund Class M	Diversified Portfolio	Sep 23, 2008	1.22%	0.00%	8.58%	6.77%	69
FTAWX	Fidelity Advisor Asset Manager 20% Fund Class A	Diversified Portfolio	Oct 2, 2006	0.82%	0.36%	3.76%	2.93%	83
FTCIX	Franklin Conservative Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.63%	-0.95%	6.54%	5.38%	59
FTCWX	Fidelity Advisor Asset Manager 20% Fund Class C	Diversified Portfolio	Oct 2, 2006	1.58%	0.25%	3.16%	2.20%	78
FTDWX	Fidelity Advisor Asset Manager 20% Fund Class M	Diversified Portfolio	Oct 2, 2006	1.07%	0.26%	3.65%	2.70%	82
FTFEX	Fidelity Advisor Freedom 2030 Fund Class M	Target Retirement Date	Jul 24, 2003	1.16%	0.13%	8.21%	7.13%	65
FTINX	Fidelity Advisor Asset Manager 30% Fund Class I	Diversified Portfolio	Oct 9, 2007	0.55%	0.33%	5.24%	2.91%	80
FTIWX	Fidelity Advisor Asset Manager 20% Fund Class I	Diversified Portfolio	Oct 2, 2006	0.56%	0.40%	4.16%	3.15%	86

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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