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
STLEX	BlackRock LifePath Dynamic 2040 Fund	Target Retirement Date	Feb 28, 1994	0.47%	0.53%	9.32%	6.10%	81
STLFX	BlackRock LifePath Dynamic 2050 Fund	Target Retirement Date	Jun 29, 2008	0.49%	0.24%	10.23%	6.18%	76
SVBAX	John Hancock Balanced Fund	Diversified Portfolio	Oct 4, 1992	1.03%	0.33%	9.30%	12.45%	94
SWBGX	Schwab MarketTrack Balanced Portfolio™	Diversified Portfolio	Nov 19, 1995	0.40%	0.35%	7.69%	7.66%	87
SWBRX	Schwab Target 2010 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.22%	5.52%	7.55%	82
SWCGX	Schwab MarketTrack Conservative Portfolio™	Diversified Portfolio	Nov 19, 1995	0.42%	-0.19%	5.45%	6.18%	79
SWCRX	Schwab Target 2020 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.31%	6.27%	10.39%	79
SWDRX	Schwab Target 2030 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.29%	8.13%	8.33%	85
SWEGX	Schwab MarketTrack All Equity Portfolio™	Diversified Portfolio	May 19, 1998	0.39%	0.72%	11.84%	7.26%	89
SWERX	Schwab Target 2040 Fund	Target Retirement Date	Jun 30, 2005	0.00%	-0.30%	9.48%	7.21%	84
SWGRX	Schwab Target 2015 Fund	Target Retirement Date	Mar 11, 2008	0.00%	-0.27%	5.78%	8.89%	74
SWHGX	Schwab MarketTrack Growth Portfolio™	Diversified Portfolio	Nov 19, 1995	0.39%	0.45%	9.75%	9.55%	88
SWHRX	Schwab Target 2025 Fund	Target Retirement Date	Mar 11, 2008	0.00%	-0.34%	7.11%	10.17%	81
SWIRX	Schwab Target 2035 Fund	Target Retirement Date	Mar 11, 2008	0.00%	-0.27%	8.87%	6.84%	84
SWJRX	Schwab Monthly Income Fund - Moderate Payout	Diversified Portfolio	Mar 27, 2008	0.00%	4.05%	5.18%	4.27%	88
SWKRX	Schwab Monthly Income Fund - Enhanced Payout	Diversified Portfolio	Mar 27, 2008	0.00%	4.09%	4.56%	3.93%	88
SWLRX	Schwab Monthly Income Fund - Maximum Payout	Diversified Portfolio	Mar 27, 2008	0.00%	2.33%	3.39%	4.21%	85
SWMRX	Schwab Target 2045 Fund	Target Retirement Date	Jan 22, 2013	0.00%	-0.27%	9.94%	5.19%	84
SWNRX	Schwab Target 2050 Fund	Target Retirement Date	Jan 22, 2013	0.00%	-0.16%	10.24%	4.92%	85
SWOBX	Schwab Balanced Fund™	Diversified Portfolio	Nov 17, 1996	0.00%	-2.01%	8.27%	5.59%	77

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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