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
BIICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	Apr 6, 2008	0.55%	-0.34%	5.26%	6.13%	67
BIMBX	BlackRock Systematic Multi-Strategy Class I	Diversified Portfolio	May 19, 2015	0.98%	1.25%	4.73%	2.24%	24
BIMPX	BlackRock 40/60 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	-0.80%	6.18%	5.73%	71
BKT	BlackRock Income Trust		Jan 2, 1990	2.06%	-1.28%	1.12%	9.91%	3
BLDIX	BlackRock Managed Income Fund	Diversified Portfolio	Oct 18, 2007	0.41%	-0.62%	4.26%	5.17%	64
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	Dec 30, 2019	1.27%	7.23%	—	0.69%	55
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 18, 2012	0.66%	-0.70%	8.55%	5.87%	71
BLSIX	BlackRock Advantage Emerging Markets Fund	Emerging Markets Diversified	Oct 5, 2011	0.85%	5.60%	4.81%	4.30%	84
BLZIX	BlackRock Sustainable Advantage Emerging Markets E...	Emerging Markets Diversified	Aug 17, 2020	0.86%	6.17%	—	2.72%	89
BPGLX	UBS Global Allocation Fund	Global Allocation	Aug 30, 1992	0.95%	-1.10%	6.77%	2.10%	71
BRIAX	BlackRock Retirement Income 2030 Fund	Target Retirement Date	Jul 30, 2020	0.50%	-0.49%	—	7.83%	59
BRKIX	MFS Blended Research Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 14, 2015	0.99%	5.84%	9.25%	2.34%	90
BRUFX	Bruce Fund	Diversified Portfolio	Mar 20, 1968	0.68%	7.82%	7.52%	5.89%	80
BRW	Saba Capital Income & Opportunities Fund	Multisector Bonds	Dec 2, 1987	1.71%	-0.22%	—	15.10%	4
BTBFX	Boston Trust Asset Management Fund	Diversified Portfolio	Nov 30, 1995	0.83%	-3.47%	8.27%	12.32%	14
BVDAX	BlackRock 60/40 Target Allocation ETF VI Fund	Diversified Portfolio	Apr 29, 2014	0.19%	-1.14%	—	6.36%	63
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	Dec 28, 2017	0.05%	-6.96%	—	8.18%	18
CAAAX	Calvert Growth Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.43%	-2.48%	9.54%	4.10%	35
CAAMX	Invesco Select Risk: Moderately Conservative Inves...	Diversified Portfolio	Apr 28, 2005	0.44%	0.40%	4.56%	2.99%	71
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	Jul 30, 1987	0.59%	2.02%	7.58%	7.63%	79

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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