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
RBATX	American Funds 2010 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	1.37%	0.25%	5.22%	6.13%	70
RBBAX	Columbia Income Builder Fund	Diversified Portfolio	Feb 15, 2006	0.37%	0.91%	5.20%	3.63%	82
RBLVX	Russell Investments LifePoints Balanced Strategy F...	Diversified Portfolio	Mar 23, 1998	0.76%	-0.26%	5.78%	6.44%	63
RCLVX	Russell Investments LifePoints Conservative Strate...	Diversified Portfolio	Mar 23, 1998	0.67%	0.00%	2.64%	2.79%	64
RDMIX	Rational/ReSolve Adaptive Asset Allocation Fund	Macro Trading	Sep 29, 2016	1.97%	6.09%	4.20%	0.85%	36
REEIX	RBC Emerging Markets Equity Fund	Emerging Markets Diversified	Dec 19, 2013	0.88%	0.47%	8.28%	3.27%	76
RELVX	Russell Investments LifePoints Equity Growth Strat...	Diversified Portfolio	Mar 23, 1998	0.72%	-0.57%	8.42%	10.21%	59
REMIX	Standpoint Multi-Asset Fund Investor Class	Macro Trading	Dec 30, 2019	1.55%	8.62%	—	0.43%	59
REMSX	Russell Investments Emerging Markets Fund	Emerging Markets Diversified	Jan 28, 1993	1.19%	4.11%	7.33%	1.89%	84
REMVX	RBC Emerging Markets Value Equity Fund	Emerging Markets Diversified	Feb 8, 2018	0.95%	5.39%	—	1.93%	93
RFDTX	American Funds 2025 Target Date Retirement Income ...	Target Retirement Date	Feb 1, 2007	0.31%	-0.19%	7.91%	7.68%	77
RFETX	American Funds 2030 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.33%	-0.80%	8.97%	6.67%	73
RFFTX	American Funds 2035 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.34%	-1.33%	10.16%	6.35%	68
RFGTX	American Funds 2040 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.36%	-1.82%	10.99%	6.33%	66
RFHTX	American Funds 2045 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.37%	-2.16%	11.21%	6.24%	63
RFITX	American Funds 2050 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2007	0.37%	-2.32%	11.27%	6.21%	62
RFKTX	American Funds 2055 Target Date Retirement Fund Cl...	Target Retirement Date	Feb 1, 2010	0.38%	-2.49%	11.26%	6.07%	62
RFVTX	American Funds 2065 Target Date Retirement Fund Cl...	Target Retirement Date	Mar 27, 2020	0.39%	-2.53%	—	4.79%	62
RGBFX	American Funds Global Balanced Fund Class R5	Global Allocation	Feb 1, 2011	0.53%	0.67%	7.00%	6.59%	80
RIDGX	American Funds Income Fund of America Class R-6	Global Allocation	—	0.26%	3.22%	8.74%	10.00%	78

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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