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.
- Number of Funds
- 1,522
- Avg. Expense Ratio
- 0.65%
- Avg. Yield
- 5.44%
- Avg. 1 Year Return
- 19.54%
- Median Risk/Return Score
- 67 / 100
Multi-Asset Mutual Funds List
1490 results
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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5 Years
Best Multi-Asset Mutual funds by Risk/Return Score
The top Multi-Asset Mutual funds by PortfoliosLab Risk/Return Score are NWXEX (99) and STDAX (99).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Nationwide Strategic Income A | 99 | — | Nov 2015 | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | |
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | |
| Calamos Market Neutral Income Fund Institutional C... | 98 | — | May 2000 |
Best-Performing Multi-Asset Mutual funds Over 5 Years
The top Multi-Asset Mutual funds is DEMIX (25.02%).
Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 19.54% and an average 5-year return of 6.46%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 25.02% | — | Jun 1996 | |
| PIMCO Dynamic Income Strategy Fund | 21.07% | — | Feb 2019 | |
| AQR Style Premia Alternative Fund Class N | 19.08% | — | Oct 2013 | |
| AQR Alternative Risk Premia Fund Class N | 19.05% | — | Sep 2017 | |
| Allspring Diversified Capital Builder Fund | 18.56% | — | Jan 1998 |
Lowest-Cost Multi-Asset Mutual funds
The top Multi-Asset Mutual funds is LTRIX (0.01%).
With an average expense ratio of 0.65%, Multi-Asset Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 |
Highest-Yield Multi-Asset Mutual funds
The top Multi-Asset Mutual funds is HLMEX (81.16%).
Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Harding Loevner Institutional Emerging Markets Por... | 81.16% | — | Oct 2005 | |
| Wasatch Emerging Markets Small Cap Fund | 57.81% | — | Sep 2007 | |
| Voya Global Perspectives Portfolio | 44.20% | — | Apr 2013 | |
| Transamerica Asset Allocation Long Horizon | 43.51% | — | Sep 2000 | |
| Invesco Developing Markets Fund Class R6 | 37.16% | — | Dec 2011 |
Top Mutual funds Asset Classes
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VWELX vs. VOOVWELX vs. PRWCXVWELX vs. VGWLXVWELX vs. SCHDVWELX vs. VTIFBALX vs. FPURXFBALX vs. FXAIXFBALX vs. ABALXFBALX vs. FFNOXFBALX vs. FAGIXVBIAX vs. VFIAXVBIAX vs. VSMGXVBIAX vs. VWIAXVBIAX vs. VOOVBIAX vs. VBAIXVWENX vs. VWIAXVWENX vs. VGWAXVWENX vs. VTSAXVWENX vs. SWOBXVWENX vs. SPYVWINX vs. VTINXVWINX vs. VSCGXVWINX vs. SCHDVWINX vs. FFANXVWINX vs. VYMVFIFX vs. VOOVFIFX vs. FIPFXVFIFX vs. VFIAXVFIFX vs. VTIVFIFX vs. FFFHXVFFVX vs. VOOVFFVX vs. FXAIXVFFVX vs. FDEWXVFFVX vs. SPYVFFVX vs. FDEEXVTTHX vs. VTHRXVTTHX vs. FFTHXVTTHX vs. VOOVTTHX vs. FIHFXVTTHX vs. VTIVXVFORX vs. FBIFXVFORX vs. VOOVFORX vs. SWYGXVFORX vs. VTIVFORX vs. VASGXVTTSX vs. VOOVTTSX vs. FDKLXVTTSX vs. SPYVTTSX vs. VTIVTTSX vs. VLXVX