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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 Flex Freedom Blend Income FundTarget Retirement DateJun 8, 20170.00%
0.59%
3.79%
82
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioDec 23, 20031.22%
5.11%
8.87%
7.12%
66
Fidelity Advisor Freedom 2035 Fund Class MTarget Retirement DateNov 6, 20031.21%
0.00%
9.31%
7.24%
64
Fidelity Advisor Asset Manager 30% Fund Class MDiversified PortfolioOct 9, 20071.09%
0.19%
4.74%
2.44%
77
Fidelity Advisor Freedom 2025 Fund Class MTarget Retirement DateNov 6, 20031.12%
0.15%
7.14%
7.41%
65
Fidelity Advisor Freedom Blend 2030 Fund Class MTarget Retirement DateAug 31, 20180.96%
0.24%
2.52%
66
Fidelity Advisor Freedom 2010 Fund Class Z6Target Retirement DateJun 6, 20170.38%
0.72%
5.41%
83
Fidelity Freedom Index 2060 FundTarget Retirement DateJun 24, 20200.06%
-0.79%
2.02%
64
Fidelity Flex Freedom Blend 2020 FundTarget Retirement DateJun 8, 20170.00%
0.62%
7.79%
79
Fidelity Advisor Freedom 2050 Fund Class Z6Target Retirement DateJun 6, 20170.50%
0.00%
6.17%
69
Fidelity Flex Freedom Blend 2030 FundTarget Retirement DateJun 8, 20170.00%
0.48%
6.68%
73
Fidelity Freedom 2060 Fund Class K6Target Retirement DateAug 5, 20140.50%
0.58%
3.85%
75
Fidelity Advisor Multi-Asset Income Fund Class ADiversified PortfolioSep 9, 20151.05%
2.68%
8.67%
3.19%
76
Fidelity Advisor Multi-Asset Income Fund Class CDiversified PortfolioSep 9, 20151.80%
2.56%
7.89%
2.54%
72
Fidelity Flex Freedom Blend 2060 FundTarget Retirement DateJun 8, 20170.00%
0.40%
3.12%
71
Fidelity Freedom 2035 Fund Class K6Target Retirement DateNov 6, 20030.48%
0.62%
5.30%
77
Fidelity Freedom Index 2030 Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
-0.31%
8.47%
3.35%
66
Fidelity Flex Freedom Blend 2050 FundTarget Retirement DateJun 8, 20170.00%
0.33%
3.61%
72
Fidelity Sustainable Multi-Asset FundDiversified PortfolioFeb 9, 20220.05%
-1.35%
3.74%
66
Fidelity Sustainable Multi-Asset FundSustainableFeb 10, 20220.48%
-1.44%
3.76%
67

Rows per page

641–660 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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