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
PMEFX	Penn Mutual Am 1847 Income Fund	Diversified Portfolio	Jul 30, 2020	0.65%	0.00%	—	7.34%	5
PMFKX	Victory Pioneer Multi-Asset Income Class R-6	Diversified Portfolio	Dec 22, 2011	0.55%	2.05%	9.01%	5.98%	93
PMFYX	Pioneer Multi-Asset Income Fund	Global Allocation	Dec 21, 2011	0.65%	1.92%	8.71%	5.93%	92
PMTIX	Principal LifeTime 2030 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-0.84%	8.33%	9.77%	51
POAAX	Pacific Funds Portfolio Optimization Conservative	Diversified Portfolio	Dec 30, 2003	0.60%	-0.19%	3.93%	3.84%	68
POBAX	Pacific Funds Portfolio Optimization Moderate-Cons...	Diversified Portfolio	Dec 30, 2003	0.60%	-0.63%	5.45%	3.07%	59
POCAX	Pacific Funds Portfolio Optimization Moderate	Diversified Portfolio	Dec 30, 2003	0.60%	-1.23%	7.19%	7.46%	53
PODAX	Pacific Funds Portfolio Optimization Growth	Diversified Portfolio	Dec 30, 2003	0.60%	-0.84%	8.57%	9.75%	52
POEAX	Pacific Funds Portfolio Optimization Aggressive-Gr...	Diversified Portfolio	Dec 30, 2003	0.60%	-0.95%	9.91%	7.80%	53
POLEX	Polar Capital Emerging Market Stars Fund	Emerging Markets Diversified	Dec 29, 2020	1.00%	2.16%	—	0.00%	60
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-1.66%	10.67%	10.12%	44
PPQZX	PIMCO RealPath Blend 2050 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.26%	10.56%	4.00%	67
PPRMX	PIMCO Inflation Response Multi-Asset Fund	Diversified Portfolio	Aug 30, 2011	0.76%	4.21%	7.72%	2.42%	91
PQEMX	PGIM Quant Solutions Emerging Markets Equity Fund	Emerging Markets Diversified	Nov 28, 2016	1.20%	5.37%	—	17.91%	88
PQIPX	PIMCO Dividend and Income Fund	Global Allocation	Dec 13, 2011	0.81%	4.18%	7.94%	2.87%	91
PRBMX	PIMCO RealPath Blend 2060 Fund	Target Retirement Date	Dec 30, 2019	0.06%	-0.30%	—	3.40%	67
PRCFX	T. Rowe Price Capital Appreciation and Income Fund	Diversified Portfolio	Nov 29, 2023	0.65%	-1.83%	—	3.51%	58
PRCHX	T. Rowe Price Capital Appreciation and Income Fund...	Diversified Portfolio	Nov 29, 2023	0.49%	-1.58%	—	5.42%	76
PRMSX	T. Rowe Price Emerging Markets Stock Fund	Emerging Markets Diversified	Mar 30, 1995	1.20%	3.34%	6.00%	0.55%	82
PRMYX	Putnam RetirementReady Maturity Fund	Target Retirement Date	Oct 31, 2004	0.13%	-1.70%	3.04%	3.33%	46

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