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
PDLFX	Prudential Day One 2060 Fund	Target Retirement Date	Dec 12, 2016	0.25%	0.06%	—	4.21%	58
PDODX	Prudential Day One 2065 Fund	Target Retirement Date	Dec 15, 2019	0.41%	0.07%	—	2.65%	58
PDPAX	Virtus Duff & Phelps Real Asset Fund	Global Allocation	Nov 29, 2005	0.81%	9.52%	7.50%	1.62%	78
PDRDX	Principal Diversified Real Asset Fund	Global Allocation	Mar 15, 2010	0.83%	11.69%	6.83%	3.84%	90
PDSYX	Principal Diversified Select Real Asset Fund	Global Allocation	Jul 2, 2019	1.20%	4.04%	—	1.78%	82
PDX	PIMCO Dynamic Income Strategy Fund	Tactical Allocation	Feb 1, 2019	2.31%	16.52%	—	21.31%	38
PEFIX	PIMCO RAE PLUS EMG Fund	Emerging Markets Diversified	Nov 25, 2008	1.10%	8.40%	11.83%	4.15%	88
PEMYX	Putnam Emerging Markets Equity Fund	Emerging Markets Diversified	Sep 28, 2008	1.08%	5.56%	10.38%	0.74%	88
PEPFX	PIMCO RAE Emerging Markets Fund	Emerging Markets Diversified	Jun 4, 2015	0.85%	8.85%	11.19%	2.68%	79
PFADX	PFG BNY Mellon Diversifier Strategy Fund	Global Allocation	Dec 10, 2017	2.05%	1.85%	—	2.42%	62
PFJDX	PFG JP Morgan Tactical Moderate Strategy Fund	Diversified Portfolio	Mar 14, 2018	2.05%	-1.85%	—	6.07%	41
PFTSX	PFG Tactical Income Strategy Fund	Diversified Portfolio	Apr 30, 2020	2.03%	-1.12%	—	1.77%	60
PGAIX	PIMCO Global Core Asset Allocation Fund	Global Allocation	Oct 28, 2008	1.00%	2.06%	8.43%	2.50%	91
PGEIX	Polen Global Emerging Markets Growth Fund	Emerging Markets Diversified	Oct 15, 2020	1.25%	0.10%	—	0.00%	—
PGEOX	George Putnam Balanced Fund	Diversified Portfolio	Nov 5, 1937	0.94%	-1.48%	9.33%	7.91%	67
PGP	PIMCO Global StocksPLUS & Income Fund	Global Allocation	May 31, 2005	—	-3.12%	1.88%	9.58%	58
PHTFX	Principal LifeTime Hybrid Income Fund	Target Retirement Date	Sep 29, 2014	0.05%	0.00%	4.78%	4.54%	72
PHTJX	Principal LifeTime Hybrid 2035 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.52%	8.99%	4.71%	62
PHTMX	Principal LifeTime Hybrid 2015 Fund	Target Retirement Date	Sep 29, 2014	0.05%	0.00%	5.97%	4.41%	72
PHTNX	Principal LifeTime Hybrid 2030 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.35%	8.23%	4.63%	64

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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