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
SQBIX	X-Square Balanced Fund, LLC	Diversified Portfolio	Oct 31, 2019	2.50%	2.50%	—	1.54%	69
SRGIX	Stringer Growth Fund	Diversified Portfolio	Mar 26, 2013	1.05%	—	—	34.07%	—
SRJSX	JPMorgan SmartRetirement 2035 Fund	Target Retirement Date	Jul 30, 2007	0.25%	-0.60%	8.80%	5.89%	64
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	1.53%	7.18%	4.45%	87
SSBRX	State Street Target Retirement 2025 Fund	Target Retirement Date	Sep 29, 2014	0.13%	1.03%	7.64%	6.00%	91
SSBWX	State Street Target Retirement 2030 Fund	Target Retirement Date	Sep 29, 2014	0.15%	0.22%	8.50%	6.89%	87
SSCJX	State Street Target Retirement 2035 Fund	Target Retirement Date	Sep 29, 2014	0.19%	-0.13%	9.05%	6.93%	80
SSCNX	State Street Target Retirement 2040 Fund	Target Retirement Date	Sep 29, 2014	0.20%	-0.19%	9.52%	7.22%	83
SSDDX	State Street Target Retirement 2045 Fund	Target Retirement Date	Sep 29, 2014	0.18%	-0.18%	9.99%	6.68%	81
SSDJX	State Street Target Retirement 2050 Fund	Target Retirement Date	Sep 29, 2014	0.21%	-0.12%	10.19%	6.06%	83
SSDOX	State Street Target Retirement 2055 Fund	Target Retirement Date	Sep 29, 2014	0.21%	-0.06%	10.30%	4.85%	85
SSDWX	State Street Target Retirement 2060 Fund	Target Retirement Date	Sep 29, 2014	0.18%	-0.11%	10.56%	4.49%	83
SSFNX	State Street Target Retirement Fund	Target Retirement Date	Sep 29, 2014	0.10%	1.15%	5.59%	4.81%	92
SSIAX	1919 Socially Responsive Balanced Fund	Diversified Portfolio	Nov 5, 1992	0.97%	-3.84%	9.59%	1.27%	48
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Diversified	Dec 17, 2015	0.17%	4.38%	8.29%	2.73%	86
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	Nov 16, 2003	0.35%	0.63%	2.59%	3.53%	99
STEW	SRH Total Return Fund Inc.	Diversified Portfolio	—	2.28%	-5.54%	—	4.01%	23
STFBX	State Farm Balanced Fund	Diversified Portfolio	Mar 13, 1968	0.14%	0.87%	9.74%	7.11%	87
STLAX	BlackRock LifePath Dynamic Retirement Fund	Target Retirement Date	Feb 28, 1994	0.51%	0.61%	6.23%	4.80%	78
STLDX	BlackRock LifePath Dynamic 2030 Fund	Target Retirement Date	Feb 28, 1994	0.49%	0.62%	7.58%	4.06%	79

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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