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
LDMIX	Lazard Developing Markets Equity Portfolio	Emerging Markets Diversified	Sep 29, 2008	1.15%	2.88%	7.81%	1.14%	85
LEAIX	Lazard Emerging Markets Equity Advantage Portfolio	Emerging Markets Diversified	May 28, 2015	0.91%	5.50%	9.61%	1.80%	89
LEEIX	BlackRock LifePath ESG Index 2055 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.84%	—	1.59%	60
LEGIX	BlackRock LifePath ESG Index 2050 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.79%	—	1.67%	61
LEHIX	BlackRock LifePath ESG Index 2045 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.69%	—	1.87%	62
LEJIX	BlackRock LifePath ESG Index 2035 Fund	Target Retirement Date	Aug 17, 2020	0.08%	-0.44%	—	1.95%	64
LEKIX	BlackRock LifePath ESG Index 2040 Fund	Target Retirement Date	Aug 17, 2020	0.06%	-0.55%	—	1.93%	61
LENIX	BlackRock LifePath ESG Index 2030 Fund	Target Retirement Date	Aug 17, 2020	0.09%	-0.24%	—	2.22%	64
LEWIX	BlackRock LifePath ESG Index 2065 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.90%	—	1.75%	60
LEZIX	BlackRock LifePath ESG Index 2060 Fund	Target Retirement Date	Aug 17, 2020	0.05%	-0.89%	—	1.65%	59
LFEDX	MFS Lifetime 2035 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.27%	9.26%	7.97%	58
LFIIX	MFS Lifetime 2055 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.60%	10.48%	6.80%	51
LFMIX	LoCorr Macro Strategies Fund Class I	Global Allocation	Mar 24, 2011	1.88%	9.00%	4.04%	2.88%	92
LFTHX	MFS Lifetime 2065 Fund	Target Retirement Date	Sep 2, 2021	0.00%	0.64%	—	5.04%	51
LGI	Lazard Global Total Return and Income Fund	Global Allocation	Apr 28, 2004	0.02%	-2.75%	12.96%	10.76%	33
LGWIX	Ladenburg Growth Fund	Diversified Portfolio	Aug 23, 2015	0.79%	-0.40%	7.65%	4.59%	44
LIHIX	BlackRock LifePath Index 2045 Fund Institutional	Target Retirement Date	May 31, 2011	0.14%	-0.19%	10.17%	2.79%	62
LIKKX	BlackRock LifePath Index 2040 Fund Class K	Target Retirement Date	May 31, 2011	0.09%	-0.09%	9.39%	3.28%	65
LINKX	BlackRock LifePath Index 2030 Fund	Target Retirement Date	—	0.09%	0.32%	7.43%	3.31%	71
LIPIX	BlackRock LifePath Index 2050 Fund Institutional	Target Retirement Date	May 31, 2011	0.14%	-0.48%	10.91%	2.79%	62

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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