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
SAMIX	Saratoga Moderately Aggressive Balanced Allocation...	Diversified Portfolio	Dec 28, 2017	0.99%	-1.91%	—	10.46%	51
SAUPX	Principal SAM Flexible Income Portfolio	Diversified Portfolio	Jul 24, 1996	0.60%	-0.03%	4.46%	3.45%	73
SAWMX	SA Worldwide Moderate Growth Fund	Global Allocation	Jun 30, 2015	0.00%	2.77%	8.25%	5.79%	81
SBBAX	Franklin Multi-Asset Conservative Growth Fund	Diversified Portfolio	Feb 4, 1996	0.44%	-1.53%	6.80%	9.83%	59
SBCPX	Franklin Multi-Asset Defensive Growth Fund	Diversified Portfolio	Feb 4, 1996	0.52%	-1.18%	4.79%	4.78%	57
SBEMX	Segall Bryant & Hamill Emerging Markets Fund	Emerging Markets Diversified	Jun 29, 2011	1.23%	6.18%	10.73%	2.59%	89
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-1.98%	—	10.33%	57
SCD	LMP Capital and Income Fund Inc.	Diversified Portfolio	—	—	2.72%	13.09%	9.66%	19
SCGRX	Franklin Multi-Asset Moderate Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	-1.73%	8.15%	10.66%	69
SCHAX	Franklin Multi-Asset Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	-2.14%	8.97%	11.31%	70
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	Diversified Portfolio	Apr 8, 2012	0.62%	0.10%	3.02%	1.88%	82
SCORX	Sextant Core Fund	Diversified Portfolio	Mar 29, 2007	0.90%	1.51%	7.74%	2.11%	80
SDMGX	SIT Developing Markets Growth Fund	Emerging Markets Diversified	Jun 30, 1994	1.20%	0.82%	8.98%	0.87%	89
SEAIX	SEI Asset Allocation Trust Aggressive Strategy Fun...	Global Allocation	Nov 16, 2003	0.60%	0.71%	8.50%	8.42%	81
SEBLX	Touchstone Balanced Fund	Diversified Portfolio	Nov 15, 1938	0.99%	-4.09%	10.63%	5.25%	53
SEMGX	DWS Emerging Markets Equity Fund	Emerging Markets Diversified	May 7, 1996	0.98%	3.62%	7.14%	2.89%	69
SEMVX	Hartford Schroders Emerging Mkts Eq A	Emerging Markets Diversified	Oct 24, 2016	1.46%	5.76%	9.38%	0.85%	89
SFAAX	Allspring Index Asset Allocation Fund	Diversified Portfolio	Nov 12, 1986	1.08%	-2.01%	8.62%	12.92%	66
SFBPX	Great-West SecureFoundation Balanced ETF Fund	Diversified Portfolio	Jan 22, 2012	0.23%	0.78%	7.15%	8.99%	63
SFENX	Schwab Fundamental Emerging Markets Large Company ...	Emerging Markets Diversified	Jan 30, 2008	0.39%	5.56%	10.29%	3.72%	92

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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