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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
Matthews Emerging Markets Equity FundEmerging Markets DiversifiedApr 29, 20201.08%
3.72%
2.87%
76
Morgan Stanley Institutional Fund, Inc. Emerging M...Emerging Markets DiversifiedJun 29, 20111.15%
-3.42%
6.38%
0.00%
21
MFS Emerging Markets Equity FundEmerging Markets DiversifiedOct 23, 19951.31%
1.19%
7.55%
2.44%
79
Morgan Stanley Emerging Markets Equity PortfolioEmerging Markets DiversifiedApr 30, 20171.25%
4.10%
3.22%
86
BNY Mellon Emerging Markets FundEmerging Markets DiversifiedOct 1, 20001.43%
2.07%
7.94%
0.04%
81
Mercer Emerging Markets Equity FundEmerging Markets DiversifiedApr 30, 20120.49%
4.07%
2.76%
82
MFS Lifetime 2050 FundTarget Retirement DateSep 14, 20100.00%
0.56%
10.53%
7.52%
51
MFS Lifetime 2060 FundTarget Retirement DateDec 5, 20160.00%
0.56%
6.40%
50
MFS Global Total Return FundGlobal AllocationSep 3, 19901.09%
1.33%
6.13%
8.30%
65
Praxis Genesis Growth PortfolioDiversified PortfolioDec 30, 20090.48%
-0.35%
9.92%
4.45%
54
MainStay Growth Allocation FundDiversified PortfolioApr 3, 20050.10%
-1.04%
7.80%
5.16%
45
Morgan Stanley Institutional Fund, Inc. Emerging M...Emerging Markets DiversifiedSep 24, 19921.05%
4.56%
1.59%
0.00%
1
MFS Growth Allocation FundDiversified PortfolioJun 27, 20020.69%
-0.43%
9.32%
8.28%
42
MainStay Equity Allocation FundDiversified PortfolioApr 3, 20050.12%
-1.55%
9.06%
6.21%
41
MH Elite Fund of Funds FundDiversified PortfolioJan 12, 20041.25%
-11.02%
8.06%
0.00%
7
MH Elite Income Fund of FundsGlobal AllocationAug 14, 20111.25%
0.20%
3.15%
3.78%
57
MH Elite Small Cap Fund of Funds FundDiversified PortfolioAug 31, 19981.25%
4.91%
8.15%
6.88%
62
MH Elite Select Portfolio of Funds FundGlobal AllocationApr 5, 20060.21%
1.83%
4.94%
0.00%
72
MFS Aggressive Growth Allocation FundDiversified PortfolioJun 27, 20020.13%
-0.46%
10.57%
7.85%
38
MFS Lifetime 2040 FundTarget Retirement DateSep 28, 20050.00%
0.34%
10.07%
7.76%
53

Rows per page

941–960 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

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