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
CGNAX	American Funds Growth and Income Portfolio	Diversified Portfolio	May 17, 2012	0.36%	-1.83%	9.95%	5.58%	65
CGO	Calamos Global Total Return Fund	Global Allocation	Oct 27, 2005	2.86%	2.28%	10.25%	8.35%	37
CHW	Calamos Global Dynamic Income Fund	Global Allocation	Jun 27, 2007	2.63%	2.24%	11.25%	8.02%	61
CIBFX	American Funds Capital Income Builder Fund Class F...	Global Allocation	Jul 30, 1987	0.64%	2.01%	7.54%	7.56%	77
CLBAX	American Funds American Balanced Fund Class 529-A	Diversified Portfolio	Jul 26, 1975	0.58%	-0.71%	9.20%	8.34%	80
CLM	Cornerstone Strategic Value Fund	Diversified Portfolio	Jun 30, 1987	2.50%	-8.07%	12.91%	19.95%	43
CMAAX	Calvert Moderate Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.40%	-1.93%	7.33%	4.67%	38
CMALX	Crawford Multi-Asset Income Fund	Diversified Portfolio	Sep 11, 2017	1.00%	2.48%	—	7.06%	11
CMMVX	Catholic Responsible Investments Magnus 60/40 Beta...	Diversified Portfolio	Dec 2, 2021	0.15%	-1.13%	—	3.72%	54
CMNIX	Calamos Market Neutral Income Fund Institutional C...		May 10, 2000	0.90%	0.50%	4.69%	1.74%	90
CMNVX	Catholic Responsible Investments Magnus 45/55 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	-0.83%	—	4.74%	60
CMPVX	Catholic Responsible Investments Magnus 60/40 Alph...	Diversified Portfolio	Dec 2, 2021	0.15%	-1.17%	—	4.62%	54
CMUVX	Catholic Responsible Investments Magnus 75/25 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	-1.44%	—	36.67%	51
COBYX	The Cook & Bynum Fund	Emerging Markets Diversified	Jun 30, 2009	1.49%	3.98%	4.02%	1.13%	22
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	Dec 3, 1987	1.41%	8.23%	8.63%	3.41%	80
CSIFX	Calvert Balanced Fund	Diversified Portfolio	Oct 20, 1982	0.91%	-4.37%	8.76%	4.67%	28
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	Mar 26, 2004	2.46%	-8.00%	15.10%	7.40%	23
CSQIX	Manteio Multialternative Strategy Fund I	Multistrategy	Mar 29, 2012	0.90%	1.11%	3.30%	1.26%	2
CSTAX	American Funds College 2027 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	-0.08%	5.03%	5.27%	84
CTHAX	American Funds College 2030 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	-0.15%	6.67%	5.56%	74

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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