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
PAFMX	Putnam Retirement Advantage 2045 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.66%	—	11.90%	68
PAFTX	T. Rowe Price Target 2055 Fund	Target Retirement Date	Aug 19, 2013	0.89%	-0.19%	10.21%	4.50%	47
PAHHX	T. Rowe Price Target 2040 Fund	Target Retirement Date	Aug 19, 2013	0.85%	-0.06%	8.69%	5.94%	50
PAHRX	T. Rowe Price Target 2015 Fund	Target Retirement Date	Aug 19, 2013	0.72%	0.09%	5.43%	5.65%	64
PAIJX	T. Rowe Price Emerging Markets Discovery Stock Fun...	Emerging Markets Diversified	Sep 13, 2015	1.60%	4.67%	9.05%	4.02%	88
PAIRX	T. Rowe Price Target 2020 Fund	Target Retirement Date	Aug 19, 2013	0.75%	0.08%	5.89%	5.42%	63
PAJRX	T. Rowe Price Target 2025 Fund	Target Retirement Date	Aug 19, 2013	0.77%	0.07%	6.53%	6.88%	60
PAKRX	T. Rowe Price Target 2030 Fund	Target Retirement Date	Aug 19, 2013	0.81%	0.07%	7.27%	7.16%	55
PALAX	Virtus Global Allocation Fund	Global Allocation	Sep 29, 1998	0.52%	0.90%	6.83%	8.15%	84
PALDX	PGIM 60/40 Allocation Fund	Diversified Portfolio	Sep 12, 2017	0.03%	-1.07%	—	5.48%	65
PANRX	T. Rowe Price Target 2005 Fund	Target Retirement Date	Aug 19, 2013	0.70%	0.08%	5.02%	5.69%	66
PAOFX	T. Rowe Price Target 2050 Fund	Target Retirement Date	Aug 19, 2013	0.88%	-0.15%	9.88%	4.63%	47
PARFX	T. Rowe Price Retirement 2050 Fund	Target Retirement Date	Dec 28, 2006	0.89%	-0.23%	10.41%	3.83%	51
PASAX	PIMCO All Asset Fund Class A	Tactical Allocation	Apr 30, 2008	2.24%	4.21%	6.41%	7.08%	89
PASUX	T. Rowe Price Retirement 2065 Fund	Target Retirement Date	Oct 12, 2020	0.89%	-0.20%	—	3.33%	50
PATVX	T. Rowe Price Target 2035 Fund	Target Retirement Date	Aug 19, 2013	0.83%	0.00%	8.00%	7.03%	52
PAXWX	Pax Sustainable Allocation Fund	Diversified Portfolio	Aug 9, 1971	0.30%	-2.53%	7.80%	9.89%	39
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	Jun 1, 1993	0.77%	3.67%	5.43%	0.00%	72
PBAMX	Putnam Retirement Advantage 2040 Fund	Target Retirement Date	Dec 30, 2019	0.45%	-0.70%	—	11.59%	68
PBPNX	PIMCO RealPath Blend 2030 Fund	Target Retirement Date	Dec 30, 2014	0.04%	-0.08%	8.03%	3.97%	65

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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