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
SFGIX	Seafarer Overseas Growth and Income Fund	Emerging Markets Diversified	Feb 14, 2012	1.00%	5.22%	7.15%	3.22%	87
SFVLX	Seafarer Overseas Value Fund	Emerging Markets Diversified	May 30, 2016	1.15%	5.03%	—	4.76%	93
SGHIX	Sextant Global High Income Fund	Global Allocation	Mar 29, 2012	0.75%	1.23%	7.05%	5.01%	47
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	0.07%	10.26%	11.23%	74
SIBAX	SIT Balanced Fund	Diversified Portfolio	Dec 30, 1993	0.91%	-4.42%	9.70%	3.55%	58
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	Nov 16, 2003	0.51%	1.18%	3.45%	2.41%	86
SIEMX	SEI Institutional International Trust Emerging Mar...	Emerging Markets Diversified	Jan 16, 1995	1.71%	5.17%	8.02%	4.09%	83
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	Apr 8, 2012	0.90%	9.34%	3.87%	4.16%	90
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	Nov 16, 2003	0.35%	0.07%	10.28%	10.17%	76
SKTAX	SEI Asset Allocation Trust Core Market Strategy Al...	Diversified Portfolio	Nov 16, 2003	0.61%	0.05%	10.24%	16.91%	74
SMGAX	SEI Asset Allocation Trust Conservative Strategy A...	Diversified Portfolio	Nov 16, 2003	0.35%	1.19%	6.53%	8.03%	44
SMICX	Saratoga Moderately Conservative Balanced Allocati...	Diversified Portfolio	Dec 28, 2017	0.99%	-1.45%	—	11.30%	57
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	Dec 1, 2005	1.19%	7.25%	8.88%	4.97%	55
SMILX	SMI Multi-Strategy Fund	Diversified Portfolio	Apr 28, 2015	1.15%	4.07%	5.93%	8.00%	77
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	Nov 16, 2003	0.31%	1.70%	4.81%	2.74%	82
SMQFX	SEI Institutional Investments Trust Emerging Marke...	Emerging Markets Diversified	Oct 30, 2014	0.59%	5.24%	10.32%	28.72%	94
SMTSX	JPMorgan SmartRetirement 2040 Fund	Target Retirement Date	May 14, 2006	0.25%	-0.72%	9.56%	5.82%	67
SNEMX	AB Emerging Markets Portfolio	Emerging Markets Diversified	Dec 14, 1995	1.28%	—	—	1.89%	—
SOKAX	SEI Asset Allocation Trust Core Market Strategy Fu...	Diversified Portfolio	Nov 16, 2003	0.35%	1.54%	6.02%	2.67%	84
SPBAX	DWS Multi-Asset Conservative Allocation Fund	Diversified Portfolio	Nov 14, 1996	0.40%	-0.71%	4.98%	10.58%	54

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.

Loading graphics...

Time Period