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
CAIFX	American Funds Capital Income Builder Fund Class F...	Dividend	Jul 30, 1987	0.37%	2.05%	7.80%	7.84%	78
CAPAX	Federated Hermes Capital Income Fund	Diversified Portfolio	May 26, 1988	0.88%	-1.21%	5.86%	3.75%	73
CBAAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 17, 2012	0.35%	-0.75%	8.51%	5.85%	71
CBAIX	Calvert Balanced Fund Class I	Diversified Portfolio	Dec 28, 2004	0.65%	-4.04%	9.12%	5.08%	32
CBALX	Columbia Balanced Fund	Diversified Portfolio	Sep 30, 1991	0.67%	-3.04%	9.21%	6.70%	50
CBFAX	American Funds Global Balanced Fund	Global Allocation	Jan 31, 2011	0.84%	0.52%	6.65%	6.31%	80
CBLAX	Columbia Balanced Fund Class A	Diversified Portfolio	Oct 1, 1991	0.91%	-3.11%	8.94%	6.42%	46
CCFAX	American Funds College 2036 Fund	Diversified Portfolio	Feb 8, 2018	0.43%	-1.17%	—	7.18%	72
CCLAX	Calvert Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.41%	-1.27%	5.24%	3.32%	48
CDGRX	Copeland Dividend Growth Fund	Diversified Portfolio	Dec 27, 2010	1.20%	-1.39%	10.38%	9.48%	27
CDJAX	American Funds College 2039 Fund	Diversified Portfolio	Mar 25, 2021	0.48%	-1.88%	—	6.25%	68
CEFIX	Calvert Emerging Markets Advancement Fund	Emerging Markets Diversified	Sep 30, 2019	0.97%	4.20%	—	3.01%	91
CEMFX	Cullen Emerging Markets High Dividend Fund	Emerging Markets Diversified	Aug 30, 2012	1.00%	10.31%	9.92%	1.97%	94
CEMIX	Causeway Emerging Markets Fund	Emerging Markets Diversified	Mar 28, 2007	1.10%	7.27%	9.55%	2.33%	92
CEMVX	Causeway Emerging Markets Investor	Emerging Markets Diversified	Mar 30, 2007	1.36%	7.08%	9.27%	2.11%	91
CENTX	Centerstone Investors Fund	Global Allocation	May 2, 2016	1.10%	2.97%	—	4.41%	86
CFAIX	Calvert Conservative Allocation Fund Class I	Diversified Portfolio	May 20, 2016	0.66%	-1.15%	—	3.57%	49
CFIHX	American Funds Capital Income Builder Fund Class F...	Diversified Portfolio	—	0.26%	2.09%	—	7.95%	79
CFIZX	Columbia Flexible Capital Income Fund	Diversified Portfolio	Jul 27, 2011	0.73%	2.35%	10.23%	4.69%	63
CGFIX	abrdn Global Absolute Return Strategies Fund	Macro Trading	Oct 31, 1990	0.78%	0.00%	1.95%	6.12%	68

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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