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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
Harding Loevner Emerging Markets FundEmerging Markets DiversifiedNov 8, 19981.19%0.00%
Harding Loevner Frontier Emerging Markets FundEmerging Markets DiversifiedMay 26, 20081.60%
0.90%
4.28%
3.53%
56
Harding Loevner Institutional Emerging Markets Por...Emerging Markets DiversifiedOct 16, 20051.10%
2.22%
-1.52%
0.00%
1
Hartford Growth Allocation FundDiversified PortfolioMay 27, 20040.53%
-1.23%
9.10%
10.95%
54
Hartford Real Asset FundGlobal AllocationMay 27, 20100.90%
12.14%
7.98%
3.52%
97
Hood River New Opportunities Fund Institutional Cl...Diversified Portfolio0.95%
4.36%
0.00%
91
Transamerica Asset Allocation Growth Portfolio Fun...Diversified PortfolioFeb 28, 20020.49%
-2.72%
10.04%
7.42%
51
Voya Solution Moderately Aggressive PortfolioDiversified PortfolioApr 29, 20100.27%
-1.95%
9.12%
27.56%
41
Voya Solution Aggressive PortfolioDiversified PortfolioApr 30, 20130.36%
-2.29%
10.44%
8.20%
40
Transamerica Multi-Managed Balanced FundDiversified PortfolioDec 1, 19940.96%
-2.64%
8.95%
6.32%
46
Delaware Ivy Balanced FundDiversified PortfolioNov 15, 19871.10%
-2.46%
8.36%
3.18%
35
Voya Solution Conservative PortfolioDiversified PortfolioApr 29, 20100.24%
-0.92%
4.73%
2.58%
52
Transamerica Asset Allocation Conservative Portfol...Diversified PortfolioFeb 28, 20020.47%
-1.03%
5.14%
3.19%
57
Intrepid Capital FundDiversified PortfolioJan 2, 20051.40%
-1.35%
5.80%
0.97%
43
Voya Index Solution 2030 PortfolioTarget Retirement DateOct 2, 20110.20%
-0.48%
8.33%
2.68%
61
Voya Index Solution 2040 PortfolioTarget Retirement DateOct 2, 20110.20%
-0.72%
10.05%
2.00%
58
Voya Index Solution 2050 PortfolioTarget Retirement DateOct 2, 20110.22%
-0.96%
10.66%
1.66%
56
T. Rowe Price Institutional Emerging Markets Equit...Emerging Markets DiversifiedOct 30, 20021.06%
3.36%
6.16%
2.35%
83
Voya Multi-Manager Emerging Markets Equity FundEmerging Markets DiversifiedOct 10, 20111.15%
5.14%
8.99%
5.71%
92
American Funds Income Fund of America Class F1Global AllocationDec 1, 19730.63%
3.09%
8.31%
9.67%
76

Rows per page

721–740 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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