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
AZMIX	Virtus NFJ Emerging Markets Value Fund	Emerging Markets Diversified	Dec 17, 2012	0.89%	3.36%	7.06%	3.05%	73
AZNIX	Virtus Income & Growth Fund	Diversified Portfolio	Feb 27, 2007	0.92%	-0.80%	8.68%	7.18%	66
BAAPX	BlackRock 80/20 Target Allocation Fund Class A	Diversified Portfolio	Dec 21, 2006	0.66%	-1.37%	9.08%	5.90%	62
BADEX	BlackRock Defensive Advantage Emerging Markets Fun...	Emerging Markets Diversified	Dec 20, 2020	1.06%	2.41%	—	7.34%	56
BAICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	Apr 7, 2008	0.81%	-0.38%	4.99%	5.90%	66
BALCX	American Funds American Balanced Fund Class C	Diversified Portfolio	Jul 26, 1975	1.31%	-0.87%	8.45%	7.66%	78
BALFX	American Funds American Balanced Fund	Diversified Portfolio	Mar 15, 2001	0.62%	-0.72%	9.17%	8.30%	81
BAMPX	BlackRock 40/60 Target Allocation Inv A	Diversified Portfolio	Feb 5, 2007	0.61%	-0.81%	6.19%	5.45%	68
BBALX	Northern Global Tactical Asset Allocation Fund	Global Allocation	Jun 30, 1993	0.26%	0.46%	6.49%	3.18%	58
BCEMX	Boston Common ESG Impact Emerging Markets Fund	Emerging Markets Diversified	Sep 19, 2021	0.99%	4.20%	—	2.09%	89
BDHIX	BlackRock Dynamic High Income Portfolio	Diversified Portfolio	Nov 2, 2014	0.65%	-0.60%	6.43%	8.03%	56
BEMIX	Brandes Emerging Markets Fund	Emerging Markets Diversified	Jan 30, 2011	1.12%	8.05%	8.57%	1.99%	97
BERIX	Chartwell Income Fund	Diversified Portfolio	Sep 2, 1987	0.64%	3.32%	4.97%	3.02%	95
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Diversified	Oct 23, 2011	1.30%	7.14%	8.53%	8.90%	90
BEXIX	Baron Emerging Markets Fund	Emerging Markets Diversified	Dec 30, 2010	1.12%	2.67%	7.17%	1.99%	71
BGELX	Baillie Gifford Emerging Markets Equities Fund	Emerging Markets Diversified	Apr 3, 2003	0.76%	5.90%	—	1.59%	87
BIAPX	BlackRock 80/20 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.10%	-1.22%	9.44%	6.06%	67
BIAQX	Brown Advisory Emerging Markets Select Fund	Emerging Markets Diversified	Dec 11, 2012	1.25%	4.62%	7.35%	1.53%	84
BICPX	BlackRock 20/80 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	-0.17%	3.87%	4.41%	71
BIGPX	BlackRock 60/40 Target Allocation Fund Class I	Diversified Portfolio	Dec 21, 2006	0.43%	-0.93%	7.78%	8.05%	70

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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