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
LIPKX	BlackRock LifePath Index 2050 Fund Class K	Target Retirement Date	May 31, 2011	0.09%	-0.44%	10.69%	2.83%	63
LIRAX	BlackRock LifePath Index Retirement Fund Investor ...	Target Retirement Date	May 31, 2011	0.44%	0.54%	5.34%	3.52%	74
LIRIX	BlackRock LifePath Index Retirement Fund	Target Retirement Date	May 30, 2011	0.11%	0.60%	5.59%	3.81%	77
LIRKX	BlackRock LifePath Index Retirement Fund	Target Retirement Date	May 31, 2011	0.09%	0.60%	5.65%	3.87%	78
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	May 30, 2011	0.10%	-0.60%	10.88%	2.50%	62
LIVKX	BlackRock LifePath Index 2055 Class K	Target Retirement Date	May 31, 2011	0.09%	-0.56%	10.93%	2.54%	64
LIWKX	BlackRock LifePath Index 2065 Fund Class K	Target Retirement Date	Oct 30, 2019	0.09%	-0.61%	—	1.82%	63
LIWPX	BlackRock LifePath Index 2065 Fund	Target Retirement Date	Oct 29, 2019	0.35%	-0.66%	—	1.58%	61
LIZIX	BlackRock LifePath Index 2060 Fund	Target Retirement Date	Feb 28, 2016	0.10%	-0.62%	—	2.17%	62
LIZKX	BlackRock LifePath Index 2060 Fund Class K	Target Retirement Date	Feb 29, 2016	0.09%	-0.58%	—	2.22%	64
LKBAX	LKCM Balanced Fund	Diversified Portfolio	Dec 29, 1997	0.80%	-1.25%	8.04%	6.09%	21
LKBLX	LK Balanced Fund	Diversified Portfolio	Jun 28, 2012	1.00%	2.74%	7.64%	11.87%	21
LLLRX	Franklin Multi-Asset Growth Fund R	Diversified Portfolio	Jun 2, 2014	1.46%	-2.74%	8.53%	11.47%	40
LMCLX	Miller Income Fund	Diversified Portfolio	Feb 27, 2014	0.96%	2.65%	9.60%	3.50%	31
LNCIX	Ladenburg Income Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.20%	3.24%	3.48%	59
LNOIX	Ladenburg Income & Growth Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.21%	4.51%	3.68%	51
LOCFX	Lord Abbett Convertible Fund Class F3	Convertible Bonds	Jun 30, 2003	0.82%	6.46%	—	1.45%	93
LOGOX	Scharf Multi-Asset Opportunity Fund	Diversified Portfolio	Dec 30, 2012	0.97%	-0.52%	7.80%	2.06%	16
LOWIX	Ladenburg Growth & Income Fund	Diversified Portfolio	Aug 23, 2015	0.76%	-0.18%	6.21%	3.60%	48
LPCPX	BlackRock LifePath Dynamic 2050 Fund Investor C	Target Retirement Date	May 1, 2010	1.59%	-0.49%	8.88%	5.18%	51

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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