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
PRPDX	Permanent Portfolio Fund Class A	Diversified Portfolio	May 31, 2016	1.06%	4.51%	—	2.96%	88
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	Nov 30, 1982	0.81%	4.57%	11.09%	3.12%	89
PRQZX	PIMCO RealPath Blend 2055 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.24%	10.59%	3.69%	67
PRRTX	Putnam RetirementReady 2030 Fund	Target Retirement Date	Oct 31, 2004	0.11%	-1.70%	5.72%	2.18%	42
PRRUX	Putnam RetirementReady 2050 Fund	Target Retirement Date	May 1, 2005	0.03%	-3.70%	9.27%	1.75%	33
PRRYX	Putnam RetirementReady 2035 Fund	Target Retirement Date	Oct 31, 2004	0.09%	-2.97%	6.97%	1.87%	31
PRSIX	T. Rowe Price Spectrum Conservative Allocation Fun...	Diversified Portfolio	Jul 28, 1994	0.36%	0.05%	6.46%	7.24%	68
PRTLX	Putnam RetirementReady 2055 Fund	Target Retirement Date	Nov 29, 2010	0.03%	-3.99%	9.60%	1.75%	31
PRTYX	Putnam RetirementReady 2060 Fund	Target Retirement Date	Nov 29, 2015	0.03%	-4.23%	9.88%	3.75%	31
PRVYX	Putnam RetirementReady 2045 Fund	Target Retirement Date	Oct 31, 2004	0.03%	-3.48%	8.79%	1.71%	32
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	Jun 30, 1986	0.68%	-2.85%	11.46%	16.18%	79
PRZZX	Putnam RetirementReady 2040 Fund	Target Retirement Date	Oct 31, 2004	0.05%	-3.33%	8.01%	1.98%	31
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio, Actively Managed	Aug 31, 2007	0.61%	-4.91%	12.91%	3.25%	9
PSQGX	Port Street Quality Growth Fund	Diversified Portfolio	Mar 30, 2014	0.97%	-3.20%	7.13%	15.62%	28
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	Feb 28, 2001	0.01%	-1.32%	9.83%	9.93%	46
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	Dec 29, 2010	0.25%	11.12%	7.13%	8.03%	89
PVFIX	Pinnacle Value Fund	Diversified Portfolio	Mar 31, 2003	1.24%	4.96%	6.93%	9.00%	64
PVPNX	PIMCO RealPath Blend 2040 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.22%	9.68%	5.14%	66
PVQNX	PIMCO RealPath Blend 2045 Fund	Target Retirement Date	Dec 30, 2014	0.06%	-0.28%	10.23%	4.53%	67
PWTYX	UBS U.S. Allocation Fund	Diversified Portfolio	May 9, 1993	0.70%	-2.75%	8.99%	9.65%	42

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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