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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
John Hancock Funds II Multimanager 2040 Lifetime P...Target Retirement DateOct 29, 20060.42%
-0.36%
9.38%
9.21%
54
John Hancock Funds II Multimanager 2045 Lifetime P...Target Retirement DateOct 29, 20060.42%
-0.62%
9.75%
9.30%
52
John Hancock Funds Multimanager 2050 Lifetime Port...Target Retirement DateApr 28, 20110.05%
-0.88%
9.62%
1.91%
18
John Hancock Funds Multimanager 2055 Lifetime Port...Target Retirement DateMar 25, 20140.05%
-0.90%
9.70%
1.89%
20
John Hancock Funds Multi-Index 2055 Lifetime Portf...Target Retirement DateMar 25, 20140.01%
-0.47%
10.48%
3.62%
60
John Hancock Funds Multi-Index Lifestyle Moderate ...Diversified PortfolioDec 29, 20130.45%
-0.09%
5.66%
2.69%
62
John Hancock Multimanager 2060 Lifetime PortfolioTarget Retirement DateMar 29, 20160.12%
-0.85%
6.13%
52
JPMorgan Emerging Markets Equity FundEmerging Markets DiversifiedNov 14, 19930.90%
5.39%
9.68%
1.29%
91
Janus Henderson Global Allocation Fund - Conservat...Global AllocationDec 29, 20050.27%
-1.02%
4.53%
2.36%
64
JPMorgan SmartRetirement Blend 2045 FundTarget Retirement DateJul 1, 20120.32%
-0.34%
9.90%
2.28%
61
JPMorgan Income Builder Fund Class AGlobal AllocationMay 31, 20070.75%
0.30%
5.70%
5.15%
70
JPMorgan Income Builder FundDiversified PortfolioMay 30, 20070.60%
0.32%
5.88%
5.27%
70
JPMorgan SmartRetirement Blend 2050 FundTarget Retirement DateJul 1, 20120.33%
-0.38%
10.19%
2.24%
60
Janus Henderson Global Allocation Fund - GrowthGlobal AllocationDec 29, 20050.26%
-1.80%
7.65%
6.81%
55
Janus Henderson Global Allocation Fund - ModerateGlobal AllocationDec 29, 20050.25%
-1.34%
6.09%
5.98%
59
JPMorgan SmartRetirement 2025 FundTarget Retirement DateJul 30, 20070.25%
-0.46%
7.84%
7.29%
60
JPMorgan SmartRetirement Blend 2040 FundTarget Retirement DateJul 1, 20120.30%
-0.25%
9.57%
2.50%
63
JOHCM Emerging Markets Opportunities FundEmerging Markets DiversifiedNov 19, 20121.02%
0.74%
8.09%
4.00%
68
JOHCM Emerging Markets Small Mid Cap Equity FundEmerging Markets DiversifiedDec 16, 20141.49%
4.65%
8.57%
12.22%
71
JPMorgan Diversified FundDiversified PortfolioSep 9, 19930.60%
-3.31%
7.73%
14.10%
26

Rows per page

821–840 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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