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
RINFX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	May 18, 2012	0.36%	-0.28%	7.18%	5.06%	66
RIRGX	American Funds Capital Income Builder Fund Class R...	Diversified Portfolio	Jul 30, 1987	0.26%	2.18%	7.74%	7.94%	78
RIV	RiverNorth Opportunities Fund	Tactical Allocation	—	2.07%	-0.04%	9.33%	13.41%	61
RLBGX	American Funds American Balanced Fund Class R-6	Diversified Portfolio	Jul 26, 1975	0.25%	-0.22%	9.65%	8.62%	91
RLIIX	RiverFront Asset Allocation Growth & Income	Diversified Portfolio	Aug 1, 2010	0.25%	0.94%	6.77%	6.17%	81
RMGSX	Russell Investments Multi-Asset Growth Strategy Fu...	Global Allocation	Mar 6, 2017	0.91%	-0.08%	—	3.69%	74
RMLVX	Russell Investments LifePoints Moderate Strategy F...	Diversified Portfolio	Mar 23, 1998	0.74%	-0.88%	3.94%	2.30%	60
RMYYX	Russell Investments Multi-Strategy Income Fund	Diversified Portfolio	Apr 30, 2015	0.57%	1.08%	5.11%	3.48%	82
RNWGX	American Funds New World Fund® Class R-6	Emerging Markets Diversified	Aug 1, 2008	0.57%	-0.01%	9.96%	6.09%	82
RPBAX	T. Rowe Price Balanced Fund	Diversified Portfolio	Dec 29, 1939	0.57%	-0.45%	8.35%	7.43%	78
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	Apr 30, 1992	1.00%	1.32%	10.05%	6.37%	90
RPGAX	T. Rowe Price Global Allocation Fund	Global Allocation	May 28, 2013	1.01%	0.38%	7.72%	7.00%	76
RQIIX	RESQ Strategic Income Fund	Diversified Portfolio	Dec 19, 2013	1.80%	-0.37%	-1.97%	2.47%	1
RWCEX	Redwheel Global Emerging Equity Fund	Emerging Markets Diversified	Dec 29, 2016	1.22%	3.31%	—	0.93%	78
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-1.98%	—	10.03%	55
SABPX	Principal Strategic Asset Management Balanced Port...	Diversified Portfolio	Jul 24, 1996	0.60%	-0.24%	8.31%	10.56%	72
SACAX	Principal SAM Strategic Growth Portfolio	Diversified Portfolio	Jul 24, 1996	0.61%	-0.09%	11.32%	12.00%	67
SAEMX	SA Emerging Markets Value Fund	Emerging Markets Diversified	Apr 1, 2007	1.24%	4.51%	8.38%	3.29%	77
SAGPX	Principal Strategic Asset Management Conservative ...	Diversified Portfolio	Jul 24, 1996	0.60%	-0.10%	10.18%	13.47%	64
SAIPX	Principal Strategic Asset Management Conservative ...	Diversified Portfolio	Jul 24, 1996	0.61%	-0.32%	5.89%	7.56%	69

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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