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
SWORX	Schwab Target 2055 Fund	Target Retirement Date	Jan 22, 2013	0.00%	-0.10%	10.42%	4.43%	84
SWPRX	Schwab Target 2060 Fund	Target Retirement Date	Aug 24, 2016	0.00%	-0.11%	—	3.77%	85
SWQRX	Schwab Target 2065 Fund	Target Retirement Date	Feb 24, 2021	0.00%	-0.08%	—	3.17%	85
SWYAX	Schwab Target 2010 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.00%	—	4.17%	82
SWYBX	Schwab Target 2015 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.07%	—	4.52%	78
SWYDX	Schwab Target 2025 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.00%	—	5.37%	85
SWYEX	Schwab Target 2030 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.00%	—	2.51%	88
SWYFX	Schwab Target 2035 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.00%	—	2.28%	88
SWYGX	Schwab Target 2040 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.05%	—	2.23%	88
SWYHX	Schwab Target 2045 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.00%	—	2.08%	87
SWYJX	Schwab Target 2055 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.05%	—	1.94%	87
SWYLX	Schwab Target 2020 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.00%	—	5.70%	84
SWYMX	Schwab Target 2050 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.05%	—	2.00%	88
SWYNX	Schwab Target 2060 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	0.09%	—	1.92%	88
SWYOX	Schwab Target 2065 Index Fund	Target Retirement Date	Feb 24, 2021	0.04%	0.07%	—	1.87%	88
SXMAX	SEI Asset Allocation Trust Moderate Strategy Alloc...	Diversified Portfolio	Nov 13, 2003	0.35%	0.88%	7.79%	14.59%	54
TAAAX	Thrivent Aggressive Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.93%	-1.10%	10.90%	7.73%	74
TAAFX	Transamerica Asset Allocation Intermediate Horizon	Diversified Portfolio	Sep 10, 2000	0.35%	-1.18%	6.63%	21.52%	51
TAIAX	American Funds Tax-Aware Conservative Growth and I...	Diversified Portfolio	May 17, 2012	0.34%	-0.36%	7.37%	5.19%	80
TAIFX	American Funds Tax-Aware Conservative Growth & Inc...	Diversified Portfolio	May 18, 2012	0.70%	-0.09%	7.36%	5.42%	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.

Loading graphics...

Time Period