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
PZRMX	PIMCO Inflation Response Multi-Asset Fund	Diversified Portfolio	Aug 31, 2001	1.18%	4.20%	7.35%	2.25%	90
PZVEX	Pzena Emerging Markets Value Fund	Emerging Markets Diversified	Mar 30, 2014	1.43%	6.55%	11.29%	4.30%	89
QALTX	Quantified Alternative Investment Fund	Macro Trading	Aug 8, 2013	1.33%	4.23%	4.34%	2.32%	88
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	Aug 8, 2013	1.31%	-0.13%	0.91%	4.48%	18
QDSNX	AQR Diversifying Strategies Fund Class N	Tactical Allocation	Jun 8, 2020	3.30%	4.01%	—	1.91%	86
QGMIX	AQR Macro Opportunities Fund	Macro Trading	Apr 7, 2014	1.20%	1.84%	3.63%	1.41%	3
QIBGX	Federated Hermes MDT Balanced Fund	Diversified Portfolio	Sep 30, 2002	1.06%	-2.28%	10.55%	9.06%	33
QNZIX	AQR Trend Total Return Fund Class I	Systematic Trend	Dec 16, 2021	1.27%	7.90%	—	0.99%	90
QRPNX	AQR Alternative Risk Premia Fund Class N	Multistrategy	Sep 19, 2017	5.29%	10.92%	—	1.02%	76
QSPMX	Quantified Pattern Recognition Fund	Diversified Portfolio	Aug 29, 2019	1.55%	-6.02%	—	1.58%	59
QSPNX	AQR Style Premia Alternative Fund Class N	Multistrategy	Oct 30, 2013	6.14%	11.72%	6.98%	2.14%	64
QTELX	AQR Emerging Multi-Style II Fund	Emerging Markets Diversified	Feb 10, 2015	0.70%	7.07%	8.69%	3.94%	89
QTERX	AQR Emerging Multi-Style II Fund Class R6	Emerging Markets Diversified	Feb 11, 2012	0.62%	7.07%	9.01%	3.97%	89
QVGIX	Invesco Global Allocation Fund	Global Allocation	Oct 31, 1991	1.15%	0.88%	6.23%	6.73%	57
RA	Brookfield Real Assets Income Fund Inc.	Multisector Bonds	—	2.76%	2.14%	—	10.99%	59
RALIX	Lazard Real Assets Portfolio	Global Allocation	Dec 29, 2016	0.80%	10.16%	—	8.01%	84
RALVX	Russell Investments LifePoints Growth Strategy Fun...	Diversified Portfolio	Mar 23, 1998	0.75%	-0.54%	7.64%	11.08%	59
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	Jan 30, 2012	0.80%	12.26%	7.31%	1.29%	75
RAQTX	American Funds 2065 Target Date Retirement Fund Cl...	Target Retirement Date	Mar 27, 2020	1.49%	-2.86%	—	3.97%	56
RBAIX	T. Rowe Price Balanced Fund I Class	Diversified Portfolio	Dec 17, 2015	0.47%	-0.63%	9.10%	7.59%	59

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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