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
PHTQX	Principal LifeTime Hybrid 2025 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.22%	7.49%	4.93%	67
PHTTX	Principal LifeTime Hybrid 2020 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.16%	6.72%	6.13%	68
PHTUX	Principal LifeTime Hybrid 2050 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.94%	10.80%	4.91%	60
PHTYX	Principal LifeTime Hybrid 2045 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.81%	10.35%	4.98%	60
PIALX	Pioneer Solutions - Balanced Fund	Global Allocation	Aug 8, 2004	0.44%	0.99%	7.45%	5.69%	91
PIEFX	Federated Hermes Emerging Markets Equity Fund	Emerging Markets Diversified	Mar 30, 2017	0.98%	4.59%	—	1.63%	78
PIRMX	PIMCO Inflation Response Multi-Asset Fund Institut...	Diversified Portfolio	Aug 31, 2011	1.91%	4.32%	7.69%	2.48%	91
PIYFX	Invesco Multi-Asset Income Fund	Diversified Portfolio	Dec 13, 2011	0.59%	-0.33%	4.06%	6.45%	47
PLBBX	Plumb Balanced Fund	Diversified Portfolio	May 23, 2007	1.19%	-1.19%	9.30%	9.50%	39
PLHHX	Principal LifeTime Hybrid 2065 Fund	Target Retirement Date	Sep 5, 2017	0.05%	-0.95%	—	3.92%	59
PLJIX	Principal LifeTime 2065	Target Retirement Date	Sep 5, 2017	0.05%	-1.72%	—	7.00%	44
PLSIX	Principal LifeTime Strategic Income Fund	Target Retirement Date	Feb 28, 2001	0.02%	-0.26%	4.91%	5.80%	61
PLTHX	Principal LifeTime Hybrid 2060 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.98%	11.04%	4.41%	60
PLTNX	Principal LifeTime Hybrid 2055 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.96%	10.93%	4.63%	60
PLTQX	Principal LifeTime Hybrid 2040 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.67%	9.75%	4.53%	60
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	Feb 28, 2013	0.01%	-1.75%	10.66%	8.48%	44
PLUSX	DWS Multi-Asset Moderate Allocation Fund	Diversified Portfolio	Oct 31, 2004	0.60%	-0.51%	6.86%	2.71%	56
PLWIX	Principal LifeTime 2020 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-0.50%	7.07%	10.13%	57
PLZTX	Principal LifeTime Hybrid 2030 Fund R-6	Target Retirement Date	Sep 30, 2014	0.33%	-0.35%	8.26%	4.67%	65
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	Dec 22, 2011	0.85%	1.88%	8.54%	5.76%	92

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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