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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
PIMCO RealPath Blend Income FundTarget Retirement DateDec 30, 20140.03%
0.05%
6.42%
4.18%
63
BlackRock Tactical Opportunities FundMacro TradingDec 28, 19881.08%
3.61%
5.12%
0.00%
68
Putnam Retirement Advantage 2035 FundTarget Retirement DateDec 30, 20190.45%
-0.63%
10.08%
68
PACE International Emerging Markets Equity Investm...Emerging Markets DiversifiedAug 23, 19951.20%
3.20%
7.85%
4.75%
84
Putnam RetirementReady 2065 FundTarget Retirement DateJan 3, 20210.03%
-4.18%
10.70%
31
Putnam Retirement Advantage 2065 FundTarget Retirement DateDec 29, 20200.45%
-1.02%
7.43%
64
Prudential Day One Income FundTarget Retirement DateDec 12, 20160.16%
1.60%
4.77%
80
PineBridge Dynamic Asset Allocation FundGlobal AllocationMar 1, 20160.90%
-2.89%
1.79%
31
PGIM Income Builder FundDiversified PortfolioNov 17, 19980.18%
3.19%
7.03%
4.48%
79
Prudential Day One 2020 FundTarget Retirement DateDec 12, 20160.76%
1.34%
4.00%
73
Prudential Day One 2025 FundTarget Retirement DateDec 12, 20160.00%
1.20%
5.56%
74
PGIM Jennison Emerging Markets Equity Opportunitie...Emerging Markets DiversifiedSep 15, 20141.05%
8.44%
9.68%
2.04%
45
Prudential Day One 2030 FundTarget Retirement DateDec 12, 20160.49%
0.68%
3.86%
63
Prudential Day One 2035 FundTarget Retirement DateDec 12, 20160.02%
0.65%
4.28%
65
PIMCO RealPath Blend 2035 FundTarget Retirement DateDec 30, 20140.05%
-0.16%
8.97%
5.25%
64
Prudential Day One 2040 FundTarget Retirement DateDec 12, 20160.00%
0.54%
4.61%
64
Prudential Day One 2045 FundTarget Retirement DateDec 12, 20160.08%
0.31%
4.10%
61
Putnam Retirement Advantage 2030 FundTarget Retirement DateDec 30, 20190.45%
0.00%
7.63%
78
Prudential Day One 2050 FundTarget Retirement DateDec 12, 20160.18%
0.37%
4.26%
61
Prudential Day One 2055 FundTarget Retirement DateDec 12, 20160.25%
0.00%
3.99%
57

Rows per page

1081–1100 of 1521

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.

0%Annualized Volatility0%Annualized Return

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