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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
Great-West Aggressive Profile FundDiversified PortfolioSep 15, 19990.45%
0.50%
8.14%
8.95%
33
Great-West Lifetime 2030 FundTarget Retirement DateApr 27, 20160.10%
-0.35%
4.61%
52
Great-West Lifetime 2040 FundTarget Retirement DateApr 27, 20160.11%
-0.51%
5.04%
48
Great-West Moderately Aggressive Profile FundDiversified PortfolioSep 15, 19990.42%
0.40%
7.03%
5.90%
39
Great-West Lifetime 2050 FundTarget Retirement DateApr 27, 20160.12%
-0.48%
5.29%
47
Great-West Conservative Profile FundDiversified PortfolioSep 29, 19990.37%
0.39%
3.76%
3.44%
59
Great-West Moderately Conservative Profile FundDiversified PortfolioSep 26, 19990.37%
0.48%
5.01%
5.25%
47
Mexico Equity and Income Fund IncLatin America EquitiesMay 24, 19900.02%
9.94%
3.36%
1.72%
97
Great-West Emerging Markets Equity FundEmerging Markets DiversifiedJan 4, 20181.23%
4.95%
0.95%
84
Great-West Lifetime 2025 FundTarget Retirement DateApr 30, 20090.54%
-0.41%
6.03%
3.97%
49
Great-West Lifetime 2060 FundTarget Retirement DateApr 30, 20190.47%
-0.42%
7.31%
47
Great-West Lifetime 2035 FundTarget Retirement DateApr 30, 20090.56%
-0.54%
7.50%
4.11%
47
Great-West Lifetime 2015 FundTarget Retirement DateApr 30, 20090.53%
-0.29%
5.18%
3.44%
53
Great-West Moderate Profile FundDiversified PortfolioSep 15, 19990.39%
0.46%
5.96%
7.56%
37
Great-West Lifetime 2045 FundTarget Retirement DateApr 30, 20090.57%
-0.60%
8.55%
4.64%
44
Great-West SecureFoundation Balanced FundDiversified PortfolioNov 12, 20090.53%
0.49%
6.59%
3.55%
55
Great-West Lifetime 2055 FundTarget Retirement DateApr 30, 20090.57%
-0.50%
8.75%
2.99%
47
American Funds Retirement Income Portfolio - Conse...Diversified PortfolioAug 27, 20150.34%
0.08%
5.36%
2.78%
70
Nationwide Investor Destinations Moderately Conser...Diversified PortfolioMar 29, 20000.50%
-0.11%
4.96%
4.80%
62
Nationwide Investor Destinations Moderate FundDiversified PortfolioMar 29, 20000.53%
-0.05%
6.68%
7.37%
62

Rows per page

981–1000 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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