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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 Freedom Income Fund Class K6Target Retirement DateOct 17, 19960.37%
0.67%
3.47%
83
Fidelity Freedom 2050 Fund Class K6Target Retirement DateJun 1, 20060.50%
0.56%
4.31%
75
American Funds Growth and Income Portfolio Class F...Diversified PortfolioMay 18, 20120.70%
-1.68%
10.01%
5.77%
63
American Funds Growth and Income PortfolioDiversified PortfolioMay 18, 20120.66%
-1.93%
9.99%
5.61%
60
JPMorgan Global Allocation FundGlobal AllocationMay 30, 20110.77%
-3.22%
6.65%
10.00%
32
Goldman Sachs Absolute Return Tracker Fund Class ADiversified PortfolioMay 30, 20081.10%
-0.29%
4.67%
1.88%
47
GMO Strategic Opportunities Allocation FundGlobal AllocationMay 30, 20050.32%
4.17%
8.61%
13.10%
92
VanEck Emerging Markets FundEmerging Markets DiversifiedDec 19, 19931.53%
0.53%
5.29%
0.64%
64
GMO Benchmark-Free FundGlobal AllocationJun 14, 20110.35%
5.80%
6.74%
4.83%
97
American Funds Global Balanced Fund Class AGlobal AllocationFeb 1, 20110.80%
0.60%
6.70%
6.33%
79
GMO Benchmark-Free Allocation FundGlobal AllocationJul 22, 20030.74%
5.61%
6.44%
3.94%
97
Green Century Balanced FundDiversified PortfolioMar 17, 19921.46%
-2.71%
7.47%
5.00%
28
GuideStone Funds Growth Allocation FundDiversified PortfolioAug 26, 20010.39%
-1.87%
8.25%
9.77%
44
The Gabelli Convertible and Income Securities Fund...Convertible BondsJul 3, 19890.01%
7.04%
9.76%
11.11%
77
GuideStone Funds Defensive Market Strategies FundDiversified PortfolioAug 31, 20110.66%
-1.96%
5.09%
10.42%
40
Goldman Sachs ESG Emerging Markets Equity FundEmerging Markets DiversifiedMay 30, 20181.19%0.87%
Goldman Sachs Emerging Markets Equity FundEmerging Markets DiversifiedDec 14, 19971.00%
4.07%
8.19%
0.75%
85
GuideStone Funds Emerging Markets Equity FundEmerging Markets DiversifiedOct 30, 20131.10%
3.90%
8.04%
3.82%
84
Goldman Sachs Emerging Markets Equity Insights Fun...Emerging Markets DiversifiedOct 4, 20071.09%
6.27%
8.96%
2.09%
87
GuideStone Funds Conservative Allocation FundDiversified PortfolioAug 26, 20010.41%
-0.88%
4.09%
5.74%
66

Rows per page

661–680 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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