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
NWAQX	Nationwide Destination 2065 Fund	Target Retirement Date	Feb 27, 2020	0.60%	-1.22%	—	6.62%	58
NWESX	Nationwide Destination Retirement Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.73%	5.12%	3.86%	67
NWFFX	American Funds New World Fund Class F-1	Emerging Markets Diversified	Jun 17, 1999	0.96%	-0.49%	9.46%	5.78%	72
NWISX	Nationwide Destination 2030 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.69%	7.03%	7.61%	66
NWLSX	Nationwide Destination 2035 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.96%	7.80%	8.55%	64
NWMSX	Nationwide Destination 2040 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.97%	8.00%	8.82%	62
NWNSX	Nationwide Destination 2045 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-1.05%	8.99%	10.01%	60
NWOSX	Nationwide Destination 2050 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-1.17%	9.22%	9.28%	60
NWQIX	Nuveen Flexible Income Fund	Diversified Portfolio	Dec 8, 2009	0.70%	1.33%	5.55%	6.10%	96
NWWVX	Nationwide Destination 2060 Fund	Target Retirement Date	Nov 27, 2014	0.38%	-1.16%	9.43%	9.22%	59
NWXEX	Nationwide Strategic Income A	Multisector Bonds	Nov 2, 2015	0.99%	1.09%	6.72%	4.80%	99
OAAYX	Invesco Active Allocation Fund	Diversified Portfolio	Apr 4, 2005	0.23%	-0.07%	7.92%	5.31%	62
OAKBX	Oakmark Equity and Income Fund	Diversified Portfolio	Oct 31, 1995	0.83%	-2.88%	8.86%	2.27%	16
ODMAX	Invesco Developing Markets Fund	Emerging Markets Diversified	Nov 17, 1996	1.24%	3.57%	6.15%	40.12%	80
ODVIX	Invesco Developing Markets Fund Class R6	Emerging Markets Equities	Dec 29, 2011	0.88%	3.71%	6.58%	42.09%	82
OEQIX	Oaktree Emerging Markets Equity Fund	Emerging Markets Diversified	Jun 2, 2021	1.10%	2.62%	—	1.93%	81
OGIAX	JPMorgan Investor Balanced A	Diversified Portfolio	Feb 5, 1998	0.97%	-1.56%	7.78%	5.50%	52
OIBFX	JPMorgan Investor Balanced Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.56%	7.43%	5.68%	53
ONCFX	JPMorgan Investor Conservative Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-0.60%	5.31%	4.46%	67
ONGFX	JPMorgan Investor Growth & Income Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.80%	9.16%	4.65%	49

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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