Multi-Asset Mutual Funds List

Number of Funds: 1,522
Avg. Expense Ratio: 0.65%
Avg. Yield: 5.35%
Avg. 1 Year Return: 22.58%
Median Risk/Return Score: 66 / 100

1490 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
NADCX	Nationwide Investor Destinations Moderately Conser...	Diversified Portfolio	Mar 29, 2000	0.50%	5.66%	5.35%	4.54%	61
NADMX	Nationwide Investor Destinations Moderate Fund	Diversified Portfolio	Mar 29, 2000	0.53%	7.63%	7.18%	6.84%	63
NAINX	Virtus Tactical Allocation Fund	Diversified Portfolio	Sep 5, 1940	1.00%	1.80%	8.11%	15.81%	5
NBARX	American Funds Retirement Income Portfolio - Moder...	Diversified Portfolio	Aug 27, 2015	0.32%	5.29%	7.08%	4.91%	58
NBGPX	Columbia Capital Allocation Moderate Aggressive Po...	Diversified Portfolio	Oct 14, 1996	0.14%	8.75%	9.25%	7.22%	77
NCBGX	New Covenant Balanced Growth Fund	Diversified Portfolio	Jun 30, 1999	0.13%	6.71%	8.89%	8.43%	68
NCBIX	New Covenant Balanced Income Fund	Diversified Portfolio	Jun 30, 1999	0.15%	3.97%	5.79%	5.92%	69
NDAAX	Nationwide Investor Destinations Aggressive Fund	Diversified Portfolio	Mar 29, 2000	0.53%	12.02%	10.17%	9.54%	63
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	Aug 27, 2015	0.34%	6.67%	8.42%	4.91%	61
NDCAX	Nationwide Investor Destinations Conservative Fund	Diversified Portfolio	Mar 29, 2000	0.51%	2.99%	3.46%	3.55%	51
NDMAX	Nationwide Investor Destinations Moderately Aggres...	Diversified Portfolio	Mar 29, 2000	0.52%	10.34%	9.02%	8.45%	65
NEMIX	Neuberger Berman Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 7, 2008	1.23%	7.02%	7.57%	0.02%	49
NEWFX	American Funds New World Fund	Emerging Markets Diversified	Jun 16, 1999	0.96%	16.45%	10.84%	4.90%	61
NIE	Virtus Equity & Convertible Income Fund	Derivative Income	Feb 27, 2007	1.12%	8.16%	14.00%	9.57%	57
NIPAX	Columbia Capital Allocation Moderate Conservative ...	Diversified Portfolio	Oct 14, 1996	0.16%	4.84%	5.68%	3.28%	60
NMAI	Nuveen Multi-Asset Income Fund	Global Allocation	Nov 22, 2021	2.91%	9.34%	—	10.63%	35
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Diversified	Nov 18, 2008	1.10%	30.34%	10.50%	1.48%	90
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Diversified	Apr 24, 2006	0.22%	27.50%	10.12%	1.98%	90
NRIIX	Nuveen Real Asset Income Fund	Global Allocation	Sep 12, 2011	0.91%	5.58%	5.75%	6.24%	52
NSOIX	North Star Opportunity Fund	Diversified Portfolio	Dec 14, 2011	1.30%	9.92%	9.26%	5.65%	84

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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Time Period

Best Multi-Asset Mutual funds by Risk/Return Score

The top Multi-Asset Mutual funds by PortfoliosLab Risk/Return Score are NWXEX (99) and STDAX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003
FQEMX	Franklin Templeton SMACS: Series EM	98	—	Nov 2021
DEMIX	Delaware Emerging Markets Fund	98	—	Jun 1996
CMNIX	Calamos Market Neutral Income Fund Institutional C...	98	—	May 2000

Best-Performing Multi-Asset Mutual funds Over 5 Years

The top Multi-Asset Mutual funds is DEMIX (25.67%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 22.58% and an average 5-year return of 6.80%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	25.67%	—	Jun 1996
PDX	PIMCO Dynamic Income Strategy Fund	22.37%	—	Feb 2019
QRPNX	AQR Alternative Risk Premia Fund Class N	19.27%	—	Sep 2017
EKBAX	Allspring Diversified Capital Builder Fund	19.24%	—	Jan 1998
QSPNX	AQR Style Premia Alternative Fund Class N	18.68%	—	Oct 2013

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is LTIUX (0.01%). With an average expense ratio of 0.65%, Multi-Asset Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is HLMEX (79.65%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.35%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
HLMEX	Harding Loevner Institutional Emerging Markets Por...	79.65%	—	Oct 2005
WAEMX	Wasatch Emerging Markets Small Cap Fund	56.19%	—	Sep 2007
IPIRX	Voya Global Perspectives Portfolio	44.20%	—	Apr 2013
TALFX	Transamerica Asset Allocation Long Horizon	42.86%	—	Sep 2000
ODVIX	Invesco Developing Markets Fund Class R6	36.13%	—	Dec 2011

Top Mutual funds Asset Classes

Equity · 3,624 Mutual funds Bond · 1,985 Mutual funds Alternatives · 132 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.