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
ISQIX	Voya Solution 2035 Portfolio	Target Retirement Date	Apr 28, 2005	0.18%	8.67%	9.65%	5.32%	74
ISRIX	Voya Solution 2045 Portfolio	Target Retirement Date	Apr 28, 2005	0.17%	11.09%	11.18%	5.27%	75
ISWIX	Voya Solution Income Portfolio	Target Retirement Date	Apr 28, 2005	0.25%	4.71%	5.58%	3.68%	74
ITCSX	VY T. Rowe Price Capital Appreciation Portfolio	Diversified Portfolio	Jan 23, 1989	0.89%	5.08%	10.78%	15.19%	33
ITRAX	VY® T. Rowe Price Capital Appreciation Portfolio	Diversified Portfolio	Dec 16, 2003	1.24%	4.95%	10.41%	16.51%	18
IUAIX	VY Invesco Equity and Income Portfolio	Diversified Portfolio	Dec 9, 2001	0.64%	6.90%	9.04%	35.14%	50
JABAX	Janus Henderson Balanced Fund Class T	Diversified Portfolio	Sep 1, 1992	0.66%	3.64%	10.77%	8.41%	33
JABLX	Janus Henderson VIT Balanced Portfolio	Diversified Portfolio	Sep 12, 1993	0.62%	3.71%	10.49%	4.97%	34
JACSX	JPMorgan SmartRetirement Blend 2060 Fund	Target Retirement Date	Aug 30, 2016	0.33%	12.02%	—	1.99%	66
JAKSX	JPMorgan SmartRetirement 2060 Fund	Target Retirement Date	Aug 30, 2016	0.26%	9.58%	—	3.90%	48
JANBX	Janus Henderson Balanced Fund	Diversified Portfolio	Aug 31, 1992	0.70%	3.70%	10.29%	8.51%	34
JAVAX	James Aggressive Allocation Fund	Diversified Portfolio	Jun 30, 2015	1.01%	12.03%	8.15%	0.49%	83
JBSSX	JPMorgan SmartRetirement Blend 2025 Fund	Target Retirement Date	Jul 1, 2012	0.30%	5.83%	7.16%	3.33%	69
JDBAX	Janus Henderson Balanced Fund Class A	Diversified Portfolio	Sep 1, 1992	0.89%	3.61%	10.89%	8.36%	33
JDJIX	JHancock Diversified Macro Fund	Macro Trading	Jul 28, 2019	1.39%	11.18%	—	0.28%	19
JELBX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.17%	6.69%	4.63%	6.35%	65
JELCX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.18%	3.16%	2.10%	3.69%	61
JELGX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.18%	8.27%	5.80%	7.58%	60
JELMX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.17%	5.52%	4.07%	5.02%	67
JEMMX	John Hancock Emerging Markets Equity Fund	Emerging Markets Diversified	Jun 15, 2015	0.97%	27.53%	8.36%	1.59%	66

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.