Multi-Asset Mutual Funds List

Number of Funds: 1,522
Avg. Expense Ratio: 0.65%
Avg. Yield: 5.44%
Avg. 1 Year Return: 19.54%
Median Risk/Return Score: 67 / 100

1490 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	4.29%	—	9.71%	37
SCGRX	Franklin Multi-Asset Moderate Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	7.28%	8.95%	9.76%	55
SCHAX	Franklin Multi-Asset Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	8.41%	9.97%	10.20%	55
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	Diversified Portfolio	Apr 8, 2012	0.62%	2.17%	3.21%	1.84%	78
SCORX	Sextant Core Fund	Diversified Portfolio	Mar 29, 2007	0.90%	6.86%	8.07%	2.01%	53
SDMGX	SIT Developing Markets Growth Fund	Emerging Markets Diversified	Jun 30, 1994	1.20%	22.22%	11.07%	0.71%	80
SEAIX	SEI Asset Allocation Trust Aggressive Strategy Fun...	Global Allocation	Nov 16, 2003	0.60%	9.70%	9.23%	8.02%	69
SEBLX	Touchstone Balanced Fund	Diversified Portfolio	Nov 15, 1938	0.99%	1.40%	11.10%	4.96%	31
SEMGX	DWS Emerging Markets Equity Fund	Emerging Markets Diversified	May 7, 1996	0.98%	26.12%	9.27%	2.38%	73
SEMVX	Hartford Schroders Emerging Mkts Eq A	Emerging Markets Diversified	Oct 24, 2016	1.46%	27.61%	11.41%	0.71%	86
SFAAX	Allspring Index Asset Allocation Fund	Diversified Portfolio	Nov 12, 1986	1.08%	5.15%	9.26%	12.04%	65
SFBPX	Great-West SecureFoundation Balanced ETF Fund	Diversified Portfolio	Jan 22, 2012	0.23%	7.63%	7.67%	8.42%	71
SFENX	Schwab Fundamental Emerging Markets Large Company ...	Emerging Markets Diversified	Jan 30, 2008	0.39%	12.70%	11.08%	3.49%	77
SFGIX	Seafarer Overseas Growth and Income Fund	Emerging Markets Diversified	Feb 14, 2012	1.00%	16.87%	8.32%	2.90%	69
SFVLX	Seafarer Overseas Value Fund	Emerging Markets Diversified	May 30, 2016	1.15%	6.75%	—	4.69%	51
SGHIX	Sextant Global High Income Fund	Global Allocation	Mar 29, 2012	0.75%	—	—	5.01%	—
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	8.05%	10.95%	10.69%	63
SIBAX	SIT Balanced Fund	Diversified Portfolio	Dec 30, 1993	0.91%	2.10%	10.38%	3.29%	35
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	Nov 16, 2003	0.51%	2.37%	3.45%	2.84%	74
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	Jan 16, 1995	1.71%	22.95%	9.65%	3.50%	83

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
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002
TIBAX	Thornburg Investment Income Builder Fund	98	—	Dec 2002
CMNIX	Calamos Market Neutral Income Fund Institutional C...	98	—	May 2000

Best-Performing Multi-Asset Mutual funds Over 5 Years

The top Multi-Asset Mutual funds is DEMIX (25.02%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 19.54% and an average 5-year return of 6.46%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	25.02%	—	Jun 1996
PDX	PIMCO Dynamic Income Strategy Fund	21.07%	—	Feb 2019
QSPNX	AQR Style Premia Alternative Fund Class N	19.08%	—	Oct 2013
QRPNX	AQR Alternative Risk Premia Fund Class N	19.05%	—	Sep 2017
EKBAX	Allspring Diversified Capital Builder Fund	18.56%	—	Jan 1998

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is LTRIX (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
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is HLMEX (81.16%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.44%, 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...	81.16%	—	Oct 2005
WAEMX	Wasatch Emerging Markets Small Cap Fund	57.81%	—	Sep 2007
IPIRX	Voya Global Perspectives Portfolio	44.20%	—	Apr 2013
TALFX	Transamerica Asset Allocation Long Horizon	43.51%	—	Sep 2000
ODVIX	Invesco Developing Markets Fund Class R6	37.16%	—	Dec 2011

Top Mutual funds Asset Classes

Equity · 3,618 Mutual funds Bond · 1,983 Mutual funds Alternatives · 132 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 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.