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
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	Apr 8, 2012	0.90%	7.45%	3.38%	4.24%	80
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	Nov 16, 2003	0.35%	8.03%	10.96%	9.71%	63
SKTAX	SEI Asset Allocation Trust Core Market Strategy Al...	Diversified Portfolio	Nov 16, 2003	0.61%	8.02%	10.92%	15.97%	63
SMGAX	SEI Asset Allocation Trust Conservative Strategy A...	Diversified Portfolio	Nov 16, 2003	0.35%	4.19%	6.59%	8.85%	43
SMICX	Saratoga Moderately Conservative Balanced Allocati...	Diversified Portfolio	Dec 28, 2017	0.99%	4.36%	—	10.67%	37
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	Dec 1, 2005	1.19%	14.70%	9.45%	4.65%	41
SMILX	SMI Multi-Strategy Fund	Diversified Portfolio	Apr 28, 2015	1.15%	11.67%	6.51%	7.46%	61
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	Nov 16, 2003	0.31%	4.15%	4.86%	3.09%	69
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	Oct 30, 2014	0.59%	20.46%	11.65%	25.09%	86
SMTSX	JPMorgan SmartRetirement 2040 Fund	Target Retirement Date	May 14, 2006	0.25%	6.96%	10.24%	5.40%	47
SOKAX	SEI Asset Allocation Trust Core Market Strategy Fu...	Diversified Portfolio	Nov 16, 2003	0.35%	6.48%	6.29%	2.98%	75
SPBAX	DWS Multi-Asset Conservative Allocation Fund	Diversified Portfolio	Nov 14, 1996	0.40%	3.19%	5.24%	10.96%	60
SQBIX	X-Square Balanced Fund, LLC	Diversified Portfolio	Oct 31, 2019	2.50%	10.37%	—	1.62%	83
SRJSX	JPMorgan SmartRetirement 2035 Fund	Target Retirement Date	Jul 30, 2007	0.25%	6.13%	9.37%	5.51%	48
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	7.93%	7.61%	4.59%	77
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	Sep 29, 2014	0.13%	5.71%	7.94%	5.74%	84
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	Sep 29, 2014	0.15%	6.52%	8.98%	6.49%	75
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	Sep 29, 2014	0.19%	7.42%	9.66%	6.45%	68
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	Sep 29, 2014	0.20%	8.10%	10.20%	6.67%	70
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	Sep 29, 2014	0.18%	8.74%	10.73%	6.13%	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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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.