PortfoliosLab logoPortfoliosLab logo

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
BlackRock Sustainable Balanced FundDiversified PortfolioNov 7, 19730.50%
0.40%
9.76%
8.76%
72
BlackRock Emerging Markets Fund, Inc.Emerging Markets DiversifiedAug 31, 19890.86%
2.38%
8.84%
4.16%
75
Madison Aggressive Allocation FundDiversified PortfolioJun 29, 20060.71%
-0.25%
6.68%
6.18%
33
BlackRock Global Allocation FundGlobal AllocationFeb 2, 19890.81%
-1.72%
7.74%
9.38%
74
MoA Moderate Allocation FundDiversified PortfolioMay 20, 20030.35%
-0.57%
10.67%
61
Mairs & Power Balanced FundDiversified PortfolioJan 9, 19610.69%
-1.40%
6.97%
3.06%
13
Mutual of America Retirement Income FundTarget Retirement DateNov 29, 20210.13%
-0.51%
4.34%
72
MainStay Balanced FundDiversified PortfolioApr 30, 19890.81%
-0.57%
7.09%
6.14%
31
Praxis Genesis Balanced PortfolioDiversified PortfolioDec 30, 20090.47%
-0.32%
7.00%
4.89%
57
Madison Diversified Income FundDiversified PortfolioDec 28, 19971.11%
1.53%
6.43%
3.96%
39
Catalyst/Millburn Hedge Strategy FundMacro TradingDec 27, 20152.18%
10.37%
8.26%
0.00%
59
Catalyst/Millburn Hedge Strategy Fund Class IHedge FundDec 31, 19962.04%
10.47%
8.53%
0.00%
60
Martin Currie Emerging Markets FundEmerging Markets DiversifiedMay 28, 20150.85%
3.28%
8.62%
0.66%
84
MainStay Conservative Allocation FundDiversified PortfolioApr 3, 20050.10%
-1.68%
5.13%
3.35%
48
Madison Conservative Allocation FundDiversified PortfolioJun 29, 20060.71%
-0.59%
3.83%
2.36%
42
Praxis Genesis Conservative PortfolioDiversified PortfolioDec 30, 20090.58%
-0.50%
4.02%
4.65%
59
MainStay Candriam Emerging Markets Equity FundEmerging Markets DiversifiedNov 14, 20171.57%
5.17%
5.01%
90
BlackRock Balanced Capital Fund Investor A SharesDiversified PortfolioNov 8, 19730.78%
0.33%
9.47%
8.58%
72
BlackRock Global Allocation FundGlobal AllocationFeb 3, 19891.11%
-1.83%
7.46%
9.24%
74
Morgan Stanley Developing Opportunity PortfolioEmerging Markets DiversifiedFeb 13, 20201.15%
-9.55%
0.81%
2

Rows per page

921–940 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

Loading graphics...