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
JEVNX	John Hancock Funds II Emerging Markets Fund	Emerging Markets Diversified	Apr 30, 2007	1.00%	17.50%	8.50%	9.29%	78
JFFSX	JPMorgan SmartRetirement 2055 Fund	Target Retirement Date	Jan 30, 2012	0.25%	9.55%	11.53%	4.31%	48
JHBPX	John Hancock Variable Insurance Trust Lifestyle Ba...	Diversified Portfolio	Oct 31, 2013	0.12%	6.34%	—	7.76%	68
JHCIX	John Hancock Variable Insurance Trust Lifestyle Co...	Diversified Portfolio	Oct 31, 2013	0.13%	2.93%	—	3.48%	54
JHGPX	John Hancock Variable Insurance Trust Lifestyle Gr...	Diversified Portfolio	Oct 31, 2013	0.11%	8.82%	—	9.51%	69
JHMPX	John Hancock Variable Insurance Trust Lifestyle Mo...	Diversified Portfolio	Oct 31, 2013	0.13%	5.21%	—	5.56%	66
JHVTX	John Hancock Variable Insurance Trust Emerging Mar...	Emerging Markets Diversified	Apr 30, 2007	1.06%	17.47%	—	0.98%	85
JIAIX	John Hancock Funds II Multi-Asset High Income Fund	Diversified Portfolio	Nov 13, 2014	0.64%	4.84%	5.51%	5.29%	79
JIBRX	John Hancock Funds Multi-Index Lifestyle Balanced ...	Diversified Portfolio	Dec 29, 2013	0.38%	8.38%	7.92%	2.34%	70
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	Target Retirement Date	Mar 29, 2016	0.01%	12.46%	—	3.15%	68
JIIRX	John Hancock Funds Multi-Index Lifestyle Aggressiv...	Diversified Portfolio	Dec 29, 2013	0.27%	13.16%	11.42%	4.41%	70
JIJSX	JPMorgan SmartRetirement Blend Income Fund	Target Retirement Date	Jul 1, 2012	0.27%	5.63%	7.08%	2.97%	70
JILAX	John Hancock Funds II Multimanager Lifestyle Aggre...	Diversified Portfolio	Oct 13, 2005	0.15%	13.50%	9.75%	1.65%	10
JILBX	John Hancock Funds II Multimanager Lifestyle Balan...	Diversified Portfolio	Oct 13, 2005	0.20%	8.84%	7.25%	2.39%	14
JILCX	John Hancock Funds II Multimanager Lifestyle Conse...	Diversified Portfolio	Oct 13, 2005	0.24%	3.52%	4.40%	3.82%	86
JILGX	John Hancock Funds II Multimanager Lifestyle Growt...	Diversified Portfolio	Oct 13, 2005	0.17%	11.40%	8.56%	2.14%	11
JILMX	John Hancock Funds II Multimanager Lifestyle Moder...	Diversified Portfolio	Oct 13, 2005	0.21%	6.15%	5.85%	3.07%	38
JLAAX	John Hancock Funds II Multimanager 2010 Lifetime P...	Target Retirement Date	Oct 29, 2006	0.42%	4.43%	5.43%	5.55%	73
JLBAX	John Hancock Funds II Multimanager 2015 Lifetime P...	Target Retirement Date	Oct 29, 2006	0.42%	5.34%	5.96%	6.31%	72
JLCSX	John Hancock Funds Multi-Index Lifestyle Conservat...	Diversified Portfolio	Dec 29, 2013	0.51%	3.36%	4.34%	3.55%	67

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.