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
NAINX	Virtus Tactical Allocation Fund	Diversified Portfolio	Sep 5, 1940	1.00%	-5.86%	7.53%	17.10%	4
NBARX	American Funds Retirement Income Portfolio - Moder...	Diversified Portfolio	Aug 27, 2015	0.32%	0.29%	6.77%	5.15%	74
NBGPX	Columbia Capital Allocation Moderate Aggressive Po...	Diversified Portfolio	Oct 14, 1996	0.14%	-1.27%	8.50%	7.95%	71
NCBGX	New Covenant Balanced Growth Fund	Diversified Portfolio	Jun 30, 1999	0.13%	-2.10%	8.18%	8.57%	51
NCBIX	New Covenant Balanced Income Fund	Diversified Portfolio	Jun 30, 1999	0.15%	-1.17%	5.41%	5.66%	67
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	Mar 31, 2003	0.03%	4.44%	8.22%	10.58%	94
NDAAX	Nationwide Investor Destinations Aggressive Fund	Diversified Portfolio	Mar 29, 2000	0.53%	0.09%	9.34%	10.68%	59
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	Aug 27, 2015	0.34%	-0.07%	7.97%	5.24%	72
NDCAX	Nationwide Investor Destinations Conservative Fund	Diversified Portfolio	Mar 29, 2000	0.51%	-0.10%	3.28%	3.66%	57
NDMAX	Nationwide Investor Destinations Moderately Aggres...	Diversified Portfolio	Mar 29, 2000	0.52%	0.25%	8.34%	9.30%	62
NEMIX	Neuberger Berman Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 7, 2008	1.23%	3.43%	7.45%	0.02%	91
NEWFX	American Funds New World Fund	Emerging Markets Diversified	Jun 16, 1999	0.96%	-0.48%	9.45%	5.73%	72
NIE	Virtus Equity & Convertible Income Fund	Derivative Income	Feb 27, 2007	1.12%	-3.07%	13.26%	10.68%	81
NIPAX	Columbia Capital Allocation Moderate Conservative ...	Diversified Portfolio	Oct 14, 1996	0.16%	-1.14%	5.26%	3.48%	67
NMAI	Nuveen Multi-Asset Income Fund	Global Allocation	Nov 22, 2021	2.91%	-0.26%	—	9.63%	67
NMMEX	Northern Active M Emerging Market Equity Fund	Emerging Markets Diversified	Nov 18, 2008	1.10%	6.37%	8.42%	1.81%	89
NOEMX	Northern Emerging Markets Equity Index Fund	Emerging Markets Diversified	Apr 24, 2006	0.22%	3.86%	7.92%	2.43%	83
NRIIX	Nuveen Real Asset Income Fund	Global Allocation	Sep 12, 2011	0.91%	3.23%	5.94%	6.26%	79
NSOIX	North Star Opportunity Fund	Diversified Portfolio	Dec 14, 2011	1.30%	-3.29%	8.16%	6.30%	39
NTDSX	Nationwide Destination 2055 Fund	Target Retirement Date	Dec 26, 2010	0.38%	-1.10%	9.36%	10.32%	60

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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