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
GPTCX	GuidePath Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2011	0.45%	0.33%	5.87%	3.80%	63
GQGPX	GQG Partners Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 27, 2016	1.22%	3.33%	—	1.85%	42
GRSPX	Greenspring Fund	Diversified Portfolio	Jun 30, 1983	1.09%	7.52%	9.28%	8.75%	33
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	Oct 11, 1994	0.79%	1.11%	6.86%	5.30%	64
GTDDX	Invesco EQV Emerging Markets All Cap Fd	Emerging Markets Diversified	Jan 10, 1994	1.39%	8.15%	7.45%	19.53%	87
GUG	Guggenheim Active Allocation Fund	Tactical Allocation	Nov 23, 2021	3.86%	2.41%	—	9.28%	27
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	May 18, 2012	0.73%	-4.77%	11.99%	6.04%	49
HADAX	Hartford Balanced HLS Fund	Diversified Portfolio	Mar 30, 1983	0.62%	-3.01%	8.41%	12.27%	30
HBAAX	Hartford Moderate Allocation Fund	Diversified Portfolio	May 27, 2004	0.53%	-0.90%	7.12%	9.96%	58
HBFBX	Hennessy Balanced Fund	Diversified Portfolio	Mar 7, 1996	0.49%	2.69%	5.74%	1.41%	54
HBLYX	The Hartford Balanced Income Fund	Diversified Portfolio	Jul 30, 2006	0.64%	-0.41%	6.73%	7.00%	34
HCKAX	Hartford Checks and Balances Fund	Diversified Portfolio	May 30, 2007	0.37%	-2.33%	8.46%	7.60%	32
HCMKX	HCM Income Plus Fund	Diversified Portfolio	Nov 8, 2016	2.10%	-6.29%	—	3.90%	46
HCVAX	Hartford Conservative Allocation Fund	Diversified Portfolio	May 27, 2004	0.59%	-0.67%	5.00%	3.21%	64
HDOGX	Hennessy Total Return Fund	Diversified Portfolio	Jul 28, 1998	1.77%	1.99%	6.59%	1.35%	33
HEIIX	Hennessy Equity and Income Fund	Diversified Portfolio	Jun 2, 1997	1.13%	0.56%	7.27%	12.06%	14
HERIX	Hartford Emerging Markets Equity Fund	Emerging Markets Diversified	May 30, 2011	1.16%	7.08%	9.45%	5.01%	84
HFRO	Highland Funds I - Highland Opportunities and Inco...	Diversified Portfolio	Jan 13, 2000	0.02%	-4.39%	—	8.24%	26
HGLB	Highland Global Allocation Fund	Global Allocation	Jan 5, 1998	0.02%	-8.64%	—	12.93%	10
HIEMX	Virtus Vontobel Emerging Markets Opportunities Fun...	Emerging Markets Diversified	Oct 19, 1997	1.24%	-10.63%	1.17%	2.11%	8

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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