Multi-Asset Mutual Funds List

Number of Funds: 1,522
Avg. Expense Ratio: 0.65%
Avg. Yield: 5.35%
Avg. 1 Year Return: 22.58%
Median Risk/Return Score: 66 / 100

1490 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HBFBX	Hennessy Balanced Fund	Diversified Portfolio	Mar 7, 1996	0.49%	5.97%	5.94%	1.76%	71
HBLYX	The Hartford Balanced Income Fund	Diversified Portfolio	Jul 30, 2006	0.64%	2.91%	6.77%	6.77%	36
HCKAX	Hartford Checks and Balances Fund	Diversified Portfolio	May 30, 2007	0.37%	6.28%	9.09%	6.99%	56
HCMKX	HCM Income Plus Fund	Diversified Portfolio	Nov 8, 2016	2.10%	11.80%	—	3.27%	45
HCVAX	Hartford Conservative Allocation Fund	Diversified Portfolio	May 27, 2004	0.59%	4.44%	5.31%	3.05%	58
HDOGX	Hennessy Total Return Fund	Diversified Portfolio	Jul 28, 1998	1.77%	3.74%	6.55%	2.10%	31
HEIIX	Hennessy Equity and Income Fund	Diversified Portfolio	Jun 2, 1997	1.13%	6.58%	7.71%	11.83%	36
HERIX	Hartford Emerging Markets Equity Fund	Emerging Markets Diversified	May 30, 2011	1.16%	29.41%	11.51%	4.15%	86
HIEMX	Virtus Vontobel Emerging Markets Opportunities Fun...	Emerging Markets Diversified	Oct 19, 1997	1.24%	-9.92%	0.84%	2.09%	2
HLFMX	Harding Loevner Frontier Emerging Markets Fund	Emerging Markets Diversified	May 26, 2008	1.60%	2.35%	3.80%	3.48%	15
HLMEX	Harding Loevner Institutional Emerging Markets Por...	Emerging Markets Diversified	Oct 16, 2005	1.10%	19.91%	6.80%	79.65%	82
HRAAX	Hartford Growth Allocation Fund	Diversified Portfolio	May 27, 2004	0.53%	9.43%	9.88%	9.88%	59
HRLYX	Hartford Real Asset Fund	Global Allocation	May 27, 2010	0.90%	13.59%	7.27%	3.48%	97
IAAAX	Transamerica Asset Allocation Growth Portfolio Fun...	Diversified Portfolio	Feb 28, 2002	0.49%	10.05%	11.07%	6.56%	52
IAGIX	Voya Solution Moderately Aggressive Portfolio	Diversified Portfolio	Apr 29, 2010	0.27%	9.06%	9.99%	24.77%	69
IAVIX	Voya Solution Aggressive Portfolio	Diversified Portfolio	Apr 30, 2013	0.36%	10.66%	11.49%	7.24%	68
IBALX	Transamerica Multi-Managed Balanced Fund	Diversified Portfolio	Dec 1, 1994	0.96%	5.43%	9.59%	5.83%	58
IBNAX	Delaware Ivy Balanced Fund	Diversified Portfolio	Nov 15, 1987	1.10%	6.51%	9.13%	2.91%	40
ICGIX	Voya Solution Conservative Portfolio	Diversified Portfolio	Apr 29, 2010	0.24%	3.23%	4.96%	2.48%	60
ICLAX	Transamerica Asset Allocation Conservative Portfol...	Diversified Portfolio	Feb 28, 2002	0.47%	3.88%	5.44%	3.04%	47

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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Time Period

Best Multi-Asset Mutual funds by Risk/Return Score

The top Multi-Asset Mutual funds by PortfoliosLab Risk/Return Score are NWXEX (99) and STDAX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003
FQEMX	Franklin Templeton SMACS: Series EM	98	—	Nov 2021
DEMIX	Delaware Emerging Markets Fund	98	—	Jun 1996
CMNIX	Calamos Market Neutral Income Fund Institutional C...	98	—	May 2000

Best-Performing Multi-Asset Mutual funds Over 5 Years

The top Multi-Asset Mutual funds is DEMIX (25.67%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 22.58% and an average 5-year return of 6.80%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	25.67%	—	Jun 1996
PDX	PIMCO Dynamic Income Strategy Fund	22.37%	—	Feb 2019
QRPNX	AQR Alternative Risk Premia Fund Class N	19.27%	—	Sep 2017
EKBAX	Allspring Diversified Capital Builder Fund	19.24%	—	Jan 1998
QSPNX	AQR Style Premia Alternative Fund Class N	18.68%	—	Oct 2013

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is JRLVX (0.01%). With an average expense ratio of 0.65%, Multi-Asset Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is HLMEX (79.65%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.35%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
HLMEX	Harding Loevner Institutional Emerging Markets Por...	79.65%	—	Oct 2005
WAEMX	Wasatch Emerging Markets Small Cap Fund	56.19%	—	Sep 2007
IPIRX	Voya Global Perspectives Portfolio	44.20%	—	Apr 2013
TALFX	Transamerica Asset Allocation Long Horizon	42.86%	—	Sep 2000
ODVIX	Invesco Developing Markets Fund Class R6	36.13%	—	Dec 2011

Top Mutual funds Asset Classes

Equity · 3,623 Mutual funds Bond · 1,985 Mutual funds Alternatives · 132 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.