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
MLLIX	MFS Lifetime Income Fund	Target Retirement Date	Sep 28, 2005	0.00%	0.20%	4.91%	5.68%	68
MLTIX	MFS Lifetime 2030 Fund	Target Retirement Date	Sep 28, 2005	0.00%	0.25%	7.83%	9.07%	64
MMAIX	MFS Moderate Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.65%	-0.69%	7.53%	7.65%	45
MMDAX	Madison Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2006	0.71%	-0.27%	5.65%	6.14%	38
MMRIX	MainStay Moderate Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.09%	-0.70%	6.58%	5.55%	52
MNBAX	Manning & Napier Pro-Blend Extended Term Series	Diversified Portfolio	Oct 11, 1993	1.02%	-3.97%	6.46%	10.56%	12
MOGAX	MassMutual 60/40 Allocation Fund	Diversified Portfolio	Jun 19, 2011	0.61%	—	—	3.65%	—
MPBAX	Morgan Stanley Institutional Fund Trust Global Str...	Global Allocation	Dec 30, 1992	0.72%	-1.39%	6.73%	6.87%	67
MPBLX	BNY Mellon Asset Allocation Fund	Diversified Portfolio	Oct 1, 2000	0.41%	-1.54%	8.24%	6.36%	56
MQIFX	Franklin Mutual Quest Fund	Global Allocation	Sep 25, 1980	0.78%	0.94%	5.65%	4.14%	35
MSFRX	MFS Total Return Fund	Diversified Portfolio	Oct 5, 1970	0.72%	1.29%	8.03%	8.66%	39
MSMLX	Matthews Emerging Markets Small Companies Fund	Emerging Markets Diversified	Sep 14, 2008	1.37%	3.80%	9.69%	1.44%	40
MSTGX	Morningstar Global Income Fund	Global Allocation	Nov 1, 2018	0.62%	3.40%	—	2.53%	75
MSTSX	Morningstar Global Opportunistic Equity Fund	Global Allocation	Nov 1, 2018	0.78%	-1.00%	—	2.46%	7
MURLX	Mutual of America 2040 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.08%	-0.65%	—	8.68%	53
MURMX	Mutual of America 2045 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.08%	-0.59%	—	8.84%	52
MURNX	Mutual of America Investment Corporation - 2050 Re...	Target Retirement Date	Nov 30, 2021	0.08%	-0.61%	—	9.36%	49
MUROX	Mutual of America 2055 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.11%	-0.56%	—	7.99%	49
MUTHX	Franklin Mutual Shares Fund	Diversified Portfolio	Jun 30, 1949	0.75%	-2.20%	7.27%	7.75%	11
MXAKX	Great-West Lifetime 2020 Fund	Target Retirement Date	Apr 27, 2016	0.09%	-0.28%	—	4.76%	54

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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