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
LPDIX	BlackRock LifePath Dynamic 2060 Fund	Target Retirement Date	May 30, 2017	0.49%	-0.35%	—	3.47%	57
LPHIX	BlackRock LifePath Dynamic 2045 Fund	Target Retirement Date	Jun 29, 2010	0.47%	0.00%	9.85%	5.78%	57
LPJIX	BlackRock LifePath Dynamic 2035 Fund	Target Retirement Date	Jun 29, 2010	0.48%	0.29%	8.37%	3.97%	61
LPVIX	BlackRock LifePath Dynamic 2055 Fund	Target Retirement Date	Jun 29, 2010	0.50%	-0.27%	10.32%	5.41%	56
LPWRX	BlackRock LifePath Dynamic 2065 Fund	Target Retirement Date	Oct 29, 2019	0.93%	-0.52%	—	2.28%	54
LSPIX	LoCorr Spectrum Income Fund	Diversified Portfolio	Dec 30, 2013	1.73%	4.22%	5.28%	7.94%	17
LSWWX	Loomis Sayles Global Allocation Fund	Global Allocation	Apr 30, 1996	0.89%	-1.13%	9.10%	7.90%	36
LTFIX	Principal LifeTime 2055 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-1.72%	10.63%	8.88%	44
LTINX	Principal LifeTime 2015 Fund	Target Retirement Date	Feb 28, 2008	0.02%	-0.37%	6.32%	11.95%	60
LTIUX	Principal LifeTime 2035 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-1.05%	9.00%	9.12%	48
LTMKX	MFS Lifetime 2045 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.48%	10.43%	7.72%	52
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-1.51%	10.17%	9.45%	45
LTSTX	Principal LifeTime 2025 Fund	Target Retirement Date	Feb 28, 2008	0.01%	-0.64%	7.68%	12.27%	54
LTTIX	MFS Lifetime 2025 Fund	Target Retirement Date	Nov 1, 2012	0.00%	0.46%	6.29%	8.09%	72
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	Dec 28, 2017	0.99%	-1.60%	—	9.52%	57
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Diversified	Jan 16, 2019	1.45%	8.52%	—	4.72%	95
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	Jul 14, 1994	1.06%	7.90%	9.57%	1.90%	96
MACAX	Mutual of America Conservative Allocation Fund	Diversified Portfolio	Nov 29, 2021	0.08%	-0.68%	—	7.24%	63
MACHX	Mutual of America Composite Fund	Diversified Portfolio	Nov 29, 2021	0.54%	-0.37%	—	11.79%	77
MACIX	MFS Conservative Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.58%	-0.65%	5.84%	6.11%	47

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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