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
JPSRX	JPMorgan SmartRetirement Blend 2035 Fund	Target Retirement Date	Jul 1, 2012	0.29%	-0.18%	9.58%	2.87%	64
JPTBX	JPMorgan SmartRetirement Blend 2055 Fund	Target Retirement Date	Jul 1, 2012	0.33%	-0.39%	10.15%	2.23%	60
JRBEX	JPMorgan SmartRetirement Blend 2030 Fund	Target Retirement Date	Jul 1, 2012	0.32%	-0.10%	7.92%	3.06%	68
JRLLX	John Hancock Funds Multi-Index 2015 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.17%	0.82%	5.90%	3.87%	72
JRLPX	John Hancock Funds Multi-Index 2020 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.41%	0.77%	—	3.30%	68
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.01%	-0.06%	10.33%	3.56%	62
JRTDX	John Hancock Funds Multi-Index 2025 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.35%	0.72%	—	3.00%	66
JRTIX	John Hancock Funds Multi-Index 2030 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.31%	0.52%	—	2.58%	63
JRTMX	John Hancock Funds Multi-Index 2035 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.29%	0.34%	—	2.51%	62
JRTVX	John Hancock Funds Multi-Index 2040 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.27%	0.06%	—	2.97%	61
JRTYX	John Hancock Funds Multi-Index 2050 Lifetime Portf...	Target Retirement Date	Nov 6, 2013	0.26%	-0.53%	—	3.04%	59
JSASX	JPMorgan SmartRetirement 2045 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-1.24%	10.88%	5.36%	47
JSMSX	JPMorgan SmartRetirement 2030 Fund	Target Retirement Date	May 14, 2006	0.25%	-0.76%	9.36%	5.90%	56
JSRSX	JPMorgan SmartRetirement Income Fund	Target Retirement Date	May 14, 2006	0.22%	-0.37%	6.77%	4.84%	65
JTSSX	JPMorgan SmartRetirement 2050 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-1.34%	10.01%	5.23%	46
KTRAX	DWS Global Income Builder Fund	Global Allocation	Mar 1, 1964	0.89%	-0.76%	7.10%	9.65%	65
LABFX	Lord Abbett Multi-Asset Balanced Opportunity Fund	Diversified Portfolio	Dec 26, 1994	0.50%	-1.01%	6.97%	2.11%	55
LAGIX	Ladenburg Aggressive Growth Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.26%	8.75%	5.15%	40
LBETX	LGM Risk Managed Total Return Fund	Diversified Portfolio	Jun 11, 2017	2.32%	-1.91%	—	0.38%	6
LCSMX	Martin Currie SMA-Shares Series EM Fund	Emerging Markets Diversified	Jan 9, 2018	0.00%	13.37%	—	0.88%	97

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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