Multi-Asset Mutual Funds List

Number of Funds: 1,523
Avg. Expense Ratio: 0.66%
Avg. Yield: 5.41%
Avg. 1 Year Return: 22.58%
Median Risk/Return Score: 66 / 100

1491 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CHW	Calamos Global Dynamic Income Fund	Global Allocation	Jun 27, 2007	2.63%	20.64%	12.29%	6.88%	53
CIBFX	American Funds Capital Income Builder Fund Class F...	Global Allocation	Jul 30, 1987	0.64%	7.50%	7.84%	7.17%	59
CLBAX	American Funds American Balanced Fund Class 529-A	Diversified Portfolio	Jul 26, 1975	0.58%	9.40%	10.01%	7.57%	83
CLM	Cornerstone Strategic Value Fund	Diversified Portfolio	Jun 30, 1987	2.50%	-2.54%	11.74%	19.42%	13
CMAAX	Calvert Moderate Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.40%	7.97%	8.16%	4.25%	49
CMALX	Crawford Multi-Asset Income Fund	Diversified Portfolio	Sep 11, 2017	1.00%	6.19%	—	7.34%	34
CMNIX	Calamos Market Neutral Income Fund Institutional C...		May 10, 2000	0.90%	2.86%	4.78%	1.70%	98
CMPVX	Catholic Responsible Investments Magnus 60/40 Alph...	Diversified Portfolio	Dec 2, 2021	0.15%	7.53%	—	4.25%	53
COBYX	The Cook & Bynum Fund	Emerging Markets Diversified	Jun 30, 2009	1.49%	9.26%	4.63%	1.08%	20
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	Dec 3, 1987	1.41%	7.97%	8.25%	3.42%	80
CRDBX	Potomac Defensive Bull Fund	Tactical Allocation	Jun 30, 2020	1.24%	17.44%	—	13.08%	91
CRTBX	Potomac Tactical Rotation Fund	Tactical Allocation	Jun 30, 2020	1.58%	9.28%	—	8.43%	78
CSIFX	Calvert Balanced Fund	Diversified Portfolio	Oct 20, 1982	0.91%	3.79%	9.48%	4.30%	33
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	Mar 26, 2004	2.46%	6.74%	15.93%	6.66%	28
CSQIX	Manteio Multialternative Strategy Fund I	Multistrategy	Mar 29, 2012	0.90%	4.33%	3.57%	1.22%	7
CSTAX	American Funds College 2027 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	1.47%	4.96%	5.19%	57
CTHAX	American Funds College 2030 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	2.69%	6.69%	5.40%	55
CTLAX	American Funds College 2033 Fund	Diversified Portfolio	Mar 26, 2015	0.42%	4.32%	8.39%	7.09%	58
CVLOX	Calamos Global Opportunities Fund	Global Allocation	Sep 8, 1996	1.22%	18.37%	11.43%	7.67%	56
CVMIX	Calvert Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 30, 2012	0.99%	33.01%	11.03%	1.70%	87

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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Time Period

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
NWXEX	Nationwide Strategic Income A	99	—	Nov 2015
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003
FQEMX	Franklin Templeton SMACS: Series EM	98	—	Nov 2021
DEMIX	Delaware Emerging Markets Fund	98	—	Jun 1996
CMNIX	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 (25.67%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 22.58% and an average 5-year return of 6.80%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	25.67%	—	Jun 1996
PDX	PIMCO Dynamic Income Strategy Fund	22.37%	—	Feb 2019
QRPNX	AQR Alternative Risk Premia Fund Class N	19.27%	—	Sep 2017
EKBAX	Allspring Diversified Capital Builder Fund	19.24%	—	Jan 1998
QSPNX	AQR Style Premia Alternative Fund Class N	18.68%	—	Oct 2013

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is LTFIX (0.01%). With an average expense ratio of 0.66%, 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
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020
PPLIX	Principal LifeTime 2050 Fund	0.01%	—	Feb 2001
JLKYX	John Hancock Funds Multi-Index 2055 Lifetime Portf...	0.01%	—	Mar 2014
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	0.01%	—	Nov 2013

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is HLEMX (93.52%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.41%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
HLEMX	Harding Loevner Emerging Markets Fund	93.52%	—	Nov 1998
HLMEX	Harding Loevner Institutional Emerging Markets Por...	79.65%	—	Oct 2005
WAEMX	Wasatch Emerging Markets Small Cap Fund	56.19%	—	Sep 2007
IPIRX	Voya Global Perspectives Portfolio	44.20%	—	Apr 2013
TALFX	Transamerica Asset Allocation Long Horizon	42.86%	—	Sep 2000

Top Mutual funds Asset Classes

Equity · 3,627 Mutual funds Bond · 1,987 Mutual funds Alternatives · 133 Mutual funds Real Estate · 115 Mutual funds Commodity · 63 Mutual funds Preferred Stock · 11 Mutual funds Allocation · 3 Mutual funds Cryptocurrency · 2 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.