Multi-Asset Mutual Funds List

Number of Funds: 1,522
Avg. Expense Ratio: 0.65%
Avg. Yield: 5.38%
Avg. 1 Year Return: 21.61%
Median Risk/Return Score: 61 / 100

1490 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PRQZX	PIMCO RealPath Blend 2055 Fund	Target Retirement Date	Dec 30, 2014	0.06%	12.19%	11.59%	3.28%	74
PRRTX	Putnam RetirementReady 2030 Fund	Target Retirement Date	Oct 31, 2004	0.11%	2.94%	6.00%	2.08%	41
PRRUX	Putnam RetirementReady 2050 Fund	Target Retirement Date	May 1, 2005	0.03%	7.05%	10.15%	1.58%	36
PRRYX	Putnam RetirementReady 2035 Fund	Target Retirement Date	Oct 31, 2004	0.09%	4.28%	7.50%	1.74%	34
PRSIX	T. Rowe Price Spectrum Conservative Allocation Fun...	Diversified Portfolio	Jul 28, 1994	0.36%	4.22%	6.65%	6.95%	55
PRTLX	Putnam RetirementReady 2055 Fund	Target Retirement Date	Nov 29, 2010	0.03%	7.31%	10.54%	1.57%	35
PRTYX	Putnam RetirementReady 2060 Fund	Target Retirement Date	Nov 29, 2015	0.03%	7.61%	10.89%	3.34%	34
PRVYX	Putnam RetirementReady 2045 Fund	Target Retirement Date	Oct 31, 2004	0.03%	6.68%	9.61%	1.55%	36
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	Jun 30, 1986	0.68%	4.00%	11.02%	8.48%	38
PRZZX	Putnam RetirementReady 2040 Fund	Target Retirement Date	Oct 31, 2004	0.05%	5.59%	8.70%	1.82%	35
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	Aug 31, 2007	0.61%	6.13%	14.15%	9.81%	35
PSQGX	Port Street Quality Growth Fund	Diversified Portfolio	Mar 30, 2014	0.97%	1.33%	7.59%	14.93%	26
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	Feb 28, 2001	0.01%	4.98%	10.17%	9.33%	39
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	Dec 29, 2010	0.25%	12.95%	6.80%	7.73%	89
PVFIX	Pinnacle Value Fund	Diversified Portfolio	Mar 31, 2003	1.24%	9.17%	6.89%	8.65%	67
PVPNX	PIMCO RealPath Blend 2040 Fund	Target Retirement Date	Dec 30, 2014	0.06%	10.11%	10.47%	4.66%	75
PVQNX	PIMCO RealPath Blend 2045 Fund	Target Retirement Date	Dec 30, 2014	0.06%	11.13%	11.14%	4.06%	75
PWTYX	UBS U.S. Allocation Fund	Diversified Portfolio	May 9, 1993	0.70%	7.92%	9.89%	8.69%	71
PZRMX	PIMCO Inflation Response Multi-Asset Fund	Diversified Portfolio	Aug 31, 2001	1.18%	5.97%	7.17%	2.22%	86
PZVEX	Pzena Emerging Markets Value Fund	Emerging Markets Diversified	Mar 30, 2014	1.43%	14.88%	12.07%	3.99%	73

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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Time Period

Best Multi-Asset Mutual funds by Risk/Return Score

The top Multi-Asset Mutual funds by PortfoliosLab Risk/Return Score are NWXEX (99) and STDAX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003
CMNIX	Calamos Market Neutral Income Fund Institutional C...	98	—	May 2000
EGRAX	Eaton Vance Global Macro Absolute Return Advantage...	97	—	Dec 2012
TIBIX	Thornburg Investment Income Builder Fund Class I	97	—	Dec 2002

Best-Performing Multi-Asset Mutual funds Over 5 Years

The top Multi-Asset Mutual funds is DEMIX (22.22%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 21.61% and an average 5-year return of 6.66%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	22.22%	—	Jun 1996
PDX	PIMCO Dynamic Income Strategy Fund	21.65%	—	Feb 2019
QRPNX	AQR Alternative Risk Premia Fund Class N	19.20%	—	Sep 2017
QSPNX	AQR Style Premia Alternative Fund Class N	18.85%	—	Oct 2013
EKBAX	Allspring Diversified Capital Builder Fund	17.98%	—	Jan 1998

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is FCQTX (0.01%). With an average expense ratio of 0.65%, Multi-Asset Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013
LTSTX	Principal LifeTime 2025 Fund	0.01%	—	Feb 2008
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is HLMEX (79.65%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.38%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
HLMEX	Harding Loevner Institutional Emerging Markets Por...	79.65%	—	Oct 2005
WAEMX	Wasatch Emerging Markets Small Cap Fund	58.38%	—	Sep 2007
IPIRX	Voya Global Perspectives Portfolio	44.20%	—	Apr 2013
TALFX	Transamerica Asset Allocation Long Horizon	42.86%	—	Sep 2000
ODVIX	Invesco Developing Markets Fund Class R6	38.19%	—	Dec 2011

Top Mutual funds Asset Classes

Equity · 3,624 Mutual funds Bond · 1,985 Mutual funds Alternatives · 132 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.