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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
Voya Global Advantage and Premium Opportunity FundGlobal AllocationOct 26, 20050.01%
-0.11%
9.51%
11.68%
17
Hartford Multi-Asset Income FundDiversified PortfolioJul 21, 19960.74%
-0.26%
5.93%
6.55%
71
Voya Balanced Income PortfolioDiversified PortfolioApr 27, 20060.60%
-0.85%
6.10%
5.75%
6
Voya Retirement Growth PortfolioDiversified PortfolioApr 27, 20060.26%
-1.50%
9.10%
29.98%
50
Voya Index Solution 2055 PortfolioTarget Retirement DateMar 7, 20100.22%
-0.96%
10.72%
1.66%
56
Voya Solution 2055 PortfolioTarget Retirement DateMar 7, 20100.19%
-1.63%
10.33%
8.72%
52
VY JPMorgan Emerging Markets Equity PortfolioEmerging Markets DiversifiedFeb 17, 19981.51%
5.27%
9.04%
24.58%
88
Transamerica Asset Allocation Moderate Growth Port...Diversified PortfolioFeb 28, 20020.47%
-1.98%
8.03%
7.04%
54
Transamerica Asset Allocation Moderate Portfolio F...Diversified PortfolioFeb 28, 20020.47%
-1.37%
6.34%
6.40%
57
Columbia Global Opportunities FundGlobal AllocationJan 22, 19851.15%
-1.06%
5.38%
18.06%
66
American Funds Conservative Growth and Income Port...Diversified PortfolioMay 17, 20120.33%
-0.28%
6.90%
4.88%
62
American Funds Conservative Growth and Income Port...Diversified PortfolioMay 18, 20120.66%
0.31%
7.01%
5.52%
69
ICON Equity Income FundDiversified PortfolioMay 9, 20041.00%
11.29%
8.59%
2.44%
66
Poplar Forest Cornerstone FundDiversified PortfolioDec 30, 20140.90%
1.52%
9.00%
9.27%
51
Voya Global Perspectives PortfolioGlobal AllocationApr 30, 20130.20%
-0.42%
5.73%
5.67%
53
Delaware Ivy Systematic Emerging Markets Equity Fu...Emerging Markets DiversifiedOct 24, 19931.15%
4.16%
8.49%
9.61%
72
Voya Retirement Conservative PortfolioDiversified PortfolioOct 30, 20070.28%
-0.40%
4.22%
17.23%
76
Voya Retirement Moderate Growth PortfolioDiversified PortfolioApr 27, 20060.26%
-1.52%
8.03%
23.35%
55
Voya Retirement Moderate PortfolioDiversified PortfolioApr 27, 20060.27%
-0.79%
6.13%
11.27%
67
Voya Target Retirement 2030 FundTarget Retirement DateDec 19, 20120.23%
-0.43%
8.28%
9.35%
64

Rows per page

741–760 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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