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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
TIAA-CREF Lifecycle 2020 FundTarget Retirement DateOct 14, 20040.52%
-0.56%
6.46%
4.51%
72
TIAA-CREF Lifestyle Conservative FundDiversified PortfolioDec 8, 20110.10%
-1.27%
5.90%
5.00%
67
Dimensional Retirement Income FundTarget Retirement DateNov 1, 20150.06%
0.63%
4.88%
2.05%
65
Templeton Developing Markets TrustEmerging Markets DiversifiedOct 15, 19911.38%
7.11%
10.65%
2.47%
92
TIAA-CREF Emerging Markets Equity FundEmerging Markets DiversifiedAug 30, 20100.90%
2.06%
7.19%
3.39%
78
Morgan Stanley Pathway Funds Emerging Markets Equi...Emerging Markets DiversifiedApr 19, 19940.81%
4.51%
7.47%
2.32%
84
Templeton Emerging Markets Small Cap FundEmerging Markets DiversifiedOct 1, 20061.50%
0.00%
6.24%
1.39%
39
Transamerica Emerging Markets OpportunitiesEmerging Markets DiversifiedDec 18, 20190.87%
4.81%
0.98%
82
TIAA-CREF Emerging Markets Equity Index FundEmerging Markets DiversifiedAug 30, 20100.19%
4.70%
8.31%
2.70%
88
TIAA-CREF Lifecycle Index 2065 FundTarget Retirement DateSep 29, 20200.11%
-0.60%
2.45%
78
TIAA-CREF Lifecycle 2050 FundTarget Retirement DateNov 29, 20070.22%
-1.49%
10.45%
7.45%
73
TCW Conservative Allocation FundDiversified PortfolioNov 15, 20060.41%
0.25%
5.55%
4.57%
51
Thornburg Developing World FundEmerging Markets DiversifiedDec 15, 20091.06%
3.61%
7.28%
3.39%
83
Thrivent Moderate Allocation FundDiversified PortfolioJun 29, 20050.79%
-1.52%
7.89%
6.86%
77
BNY Mellon Balanced Opportunity FundDiversified PortfolioMar 15, 19870.90%
-2.70%
7.81%
8.52%
57
abrdn World Healthcare FundHealth & Biotech EquitiesJun 26, 20151.54%
-4.97%
8.74%
11.86%
45
Thornburg Investment Income Builder FundGlobal AllocationDec 23, 20021.14%
11.34%
12.08%
5.14%
99
Thornburg Investment Income Builder Fund Class IDiversified PortfolioDec 24, 20020.93%
11.37%
12.37%
5.32%
99
Timothy Plan Growth & Income FundDiversified PortfolioSep 30, 20131.02%
4.20%
3.31%
1.88%
44
TIAA-CREF Managed Allocation FundDiversified PortfolioMar 30, 20060.00%
-1.44%
7.73%
6.94%
60

Rows per page

1361–1380 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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