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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 Index 2015 FundTarget Retirement DateSep 29, 20090.10%
-0.06%
6.41%
8.01%
78
TIAA-CREF Lifecycle Index 2030 FundTarget Retirement DateSep 29, 20090.10%
-0.22%
8.49%
4.21%
81
TIAA-CREF Lifecycle Index 2050 FundTarget Retirement DateSep 29, 20090.10%
-0.52%
11.18%
3.14%
82
TIAA-CREF Lifecycle Index 2025 FundTarget Retirement DateSep 29, 20090.10%
-0.17%
7.70%
6.13%
78
TIAA-CREF Lifecycle Retirement Income FundDiversified PortfolioNov 29, 20070.26%
-1.09%
5.79%
4.64%
69
TIAA-CREF Lifecycle Index 2010 FundTarget Retirement DateSep 29, 20090.10%
0.00%
5.90%
6.44%
79
TIAA-CREF Lifecycle Index 2020 FundTarget Retirement DateSep 29, 20090.10%
-0.10%
6.97%
7.39%
78
TIAA-CREF Lifecycle Index 2045 FundTarget Retirement DateSep 29, 20090.10%
-0.47%
10.95%
3.25%
81
TIAA-CREF Lifecycle 2060 FundTarget Retirement DateSep 25, 20140.22%
-1.53%
10.71%
5.53%
72
TIAA-CREF Lifecycle Index 2035 FundTarget Retirement DateSep 29, 20090.10%
-0.30%
9.35%
3.71%
81
TIAA-CREF Lifecycle Index 2040 FundTarget Retirement DateSep 29, 20090.10%
-0.39%
10.31%
3.83%
81
Thrivent Moderately Aggressive Allocation Fund Cla...Diversified PortfolioJun 30, 20051.33%
-0.93%
9.18%
7.35%
78
1290 DoubleLine Dynamic Allocation FundDiversified PortfolioMar 6, 20161.27%
0.09%
7.68%
66
1290 Loomis Sayles Multi-Asset Income Fund Class ADiversified PortfolioMar 7, 20161.14%
0.05%
7.45%
70
1290 Retirement 2060 FundTarget Retirement DateFeb 26, 20170.52%
-5.43%
1.79%
58
Timothy Plan Defensive Strategies FundDiversified PortfolioNov 3, 20091.37%
9.72%
7.28%
0.73%
92
T. Rowe Price Capital Appreciation Fund - I ClassDiversified PortfolioDec 17, 20150.59%
-2.57%
11.67%
16.29%
91
T. Rowe Price Retirement 2035 Fund Class ITarget Retirement DateNov 13, 20230.41%
0.30%
4.80%
64
Catalyst/SMH Total Return Income FundDiversified PortfolioMay 20, 20081.58%
-0.03%
9.45%
5.84%
36
T. Rowe Price Retirement 2045 Fund Class ITarget Retirement DateNov 13, 20230.43%
0.35%
3.94%
64

Rows per page

1381–1400 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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