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
ONGIX	JPMorgan Investor Growth and Income Fund Class A	Diversified Portfolio	Dec 10, 1996	0.95%	-1.80%	8.97%	4.35%	46
ONIFX	JPMorgan Investor Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-2.04%	11.01%	3.47%	46
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund	Tactical Allocation	Sep 27, 2016	—	-1.00%	—	14.84%	10
ORILX	North Square Multi Strategy Fund	Diversified Portfolio	Feb 28, 1999	0.79%	-0.79%	9.84%	11.59%	39
OSTVX	Osterweis Growth & Income Fund	Diversified Portfolio	Aug 30, 2010	0.93%	-1.95%	8.20%	3.03%	42
OTRFX	OnTrack Core Fund	Macro Trading	Jan 14, 2013	2.58%	3.23%	5.68%	12.63%	90
OYAIX	Invesco Select Risk: High Growth Investor Fund	Diversified Portfolio	Apr 4, 2005	0.14%	-0.13%	8.52%	5.50%	49
OYCIX	Invesco Select Risk: Conservative Investor Fund	Diversified Portfolio	Apr 4, 2005	0.17%	0.67%	3.86%	3.82%	75
OYMIX	Invesco Select Risk: Moderate Investor Fund	Diversified Portfolio	Apr 4, 2005	0.13%	0.58%	6.81%	4.66%	56
PAAKX	Putnam Retirement Advantage 2060 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.92%	—	9.19%	65
PABAX	Putnam Dynamic Asset Allocation Balanced Fund	Diversified Portfolio	Feb 6, 1994	0.94%	-0.89%	8.08%	6.78%	63
PABFX	PGIM Balanced Fund	Diversified Portfolio	Jan 3, 1993	0.78%	-0.70%	9.05%	9.58%	71
PACAX	Putnam Dynamic Asset Allocation Conservative Fund	Diversified Portfolio	Feb 6, 1994	0.98%	-0.18%	4.91%	4.13%	71
PACJX	Putnam Retirement Advantage 2055 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.78%	—	10.02%	67
PADLX	Putnam Retirement Advantage Maturity Fund	Target Retirement Date	Dec 30, 2019	0.22%	0.08%	—	4.72%	82
PAEAX	Putnam Dynamic Asset Allocation Growth Fund	Diversified Portfolio	Feb 7, 1994	1.03%	-0.79%	10.27%	6.88%	65
PAEKX	Putnam Retirement Advantage 2050 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.66%	—	10.16%	68
PAERX	T. Rowe Price Target 2010 Fund	Target Retirement Date	Aug 19, 2013	0.70%	0.09%	5.13%	4.93%	66
PAFFX	T. Rowe Price Target 2045 Fund	Target Retirement Date	Aug 19, 2013	0.87%	-0.11%	18.51%	5.00%	48
PAFGX	T. Rowe Price Global Allocation Fund	Global Allocation	May 27, 2013	1.02%	0.06%	7.43%	6.74%	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.

Loading graphics...

Time Period