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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Transamerica Asset Allocation Long HorizonDiversified PortfolioSep 10, 20000.35%
-2.07%
9.43%
47.49%
51
T. Rowe Price Retirement Blend 2005 FundTarget Retirement DateJul 25, 20210.19%
0.29%
3.63%
80
T. Rowe Price Retirement Blend 2010 FundTarget Retirement DateJul 25, 20210.19%
0.19%
3.40%
80
T. Rowe Price Retirement Blend 2025 FundTarget Retirement DateJul 25, 20210.22%
0.18%
3.24%
80
T. Rowe Price Retirement Blend 2030 FundTarget Retirement DateJul 25, 20210.23%
0.17%
2.87%
80
T. Rowe Price Retirement Blend 2035 FundTarget Retirement DateJul 25, 20210.24%
0.25%
2.66%
81
T. Rowe Price Retirement Blend 2040 FundTarget Retirement DateJul 25, 20210.24%
0.24%
2.57%
75
T. Rowe Price Retirement Blend 2045 FundTarget Retirement DateJul 25, 20210.25%
0.24%
2.49%
72
T. Rowe Price Retirement Blend 2050 FundTarget Retirement DateJul 25, 20210.43%
0.23%
2.47%
78
T. Rowe Price Retirement Blend 2060 FundTarget Retirement DateJul 25, 20210.26%
0.23%
2.43%
71
Transamerica Balanced IIDiversified PortfolioJul 4, 19941.07%
-2.42%
31.56%
66
T. Rowe Price Retirement Blend 2035 FundTarget Retirement DateJul 26, 20210.40%
0.16%
2.50%
73
Thrivent Moderately Conservative Allocation FundDiversified PortfolioJun 29, 20050.82%
-0.89%
5.14%
5.73%
69
Timothy Plan Conservative Growth FundDiversified PortfolioOct 4, 20001.04%
2.08%
4.01%
1.12%
59
TIAA-CREF Lifecycle 2010 FundTarget Retirement DateOct 14, 20040.51%
-0.37%
5.63%
5.35%
78
TIAA-CREF Lifecycle 2025 FundTarget Retirement DateOct 14, 20040.52%
-0.66%
7.12%
4.84%
74
TIAA-CREF Lifecycle 2015 FundTarget Retirement DateOct 14, 20040.52%
-0.46%
5.97%
4.21%
73
TIAA-CREF Lifecycle 2030 FundTarget Retirement DateOct 14, 20040.51%
-0.79%
7.88%
4.77%
73
TIAA-CREF Lifecycle 2040 FundTarget Retirement DateOct 14, 20040.49%
-1.29%
9.52%
5.00%
74
TIAA-CREF Lifecycle 2035 FundTarget Retirement DateOct 14, 20040.50%
-1.01%
8.65%
4.90%
70

Rows per page

1341–1360 of 1522

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.

0%Annualized Volatility0%Annualized Return

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