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
JABAX	Janus Henderson Balanced Fund Class T	Diversified Portfolio	Sep 1, 1992	0.66%	-4.87%	9.92%	8.67%	37
JABLX	Janus Henderson VIT Balanced Portfolio	Diversified Portfolio	Sep 12, 1993	0.62%	-4.39%	9.69%	5.39%	41
JACSX	JPMorgan SmartRetirement Blend 2060 Fund	Target Retirement Date	Aug 30, 2016	0.33%	-0.43%	—	2.24%	60
JAKSX	JPMorgan SmartRetirement 2060 Fund	Target Retirement Date	Aug 30, 2016	0.26%	-1.35%	—	4.33%	45
JANBX	Janus Henderson Balanced Fund	Diversified Portfolio	Aug 31, 1992	0.70%	-4.87%	9.44%	8.75%	37
JAVAX	James Aggressive Allocation Fund	Diversified Portfolio	Jun 30, 2015	1.01%	1.10%	7.28%	0.55%	74
JBALX	JPMorgan Global Allocation Fund Class A	Global Allocation	Dec 31, 1991	0.96%	-4.86%	10.20%	8.77%	38
JBSSX	JPMorgan SmartRetirement Blend 2025 Fund	Target Retirement Date	Jul 1, 2012	0.30%	0.04%	6.79%	3.53%	71
JDBAX	Janus Henderson Balanced Fund Class A	Diversified Portfolio	Sep 1, 1992	0.89%	-4.89%	10.04%	8.63%	36
JDJIX	JHancock Diversified Macro Fund	Macro Trading	Jul 28, 2019	1.39%	5.53%	—	0.29%	1
JELBX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.17%	-0.73%	4.09%	6.83%	25
JELCX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.18%	-0.30%	1.94%	3.82%	36
JELGX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.18%	-1.02%	5.05%	8.29%	22
JELMX	John Hancock Variable Insurance Trust Managed Vola...	Diversified Portfolio	Jan 6, 1997	0.17%	-0.76%	3.68%	5.34%	28
JEMMX	John Hancock Emerging Markets Equity Fund	Emerging Markets Diversified	Jun 15, 2015	0.97%	-0.09%	5.92%	2.04%	48
JEVNX	John Hancock Funds II Emerging Markets Fund	Emerging Markets Diversified	Apr 30, 2007	1.00%	8.06%	7.62%	10.10%	90
JFFSX	JPMorgan SmartRetirement 2055 Fund	Target Retirement Date	Jan 30, 2012	0.25%	-1.37%	10.67%	4.79%	46
JHBPX	John Hancock Variable Insurance Trust Lifestyle Ba...	Diversified Portfolio	Oct 31, 2013	0.12%	-0.51%	—	8.29%	51
JHCIX	John Hancock Variable Insurance Trust Lifestyle Co...	Diversified Portfolio	Oct 31, 2013	0.13%	-0.17%	—	3.59%	57
JHGPX	John Hancock Variable Insurance Trust Lifestyle Gr...	Diversified Portfolio	Oct 31, 2013	0.11%	-0.69%	—	10.42%	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.

Loading graphics...

Time Period