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
TRILX	TIAA-CREF Lifecycle Index Retirement Income Fund	Diversified Portfolio	Sep 29, 2009	0.10%	-0.52%	5.99%	3.01%	73
TRLAX	T. Rowe Price Retirement Income 2020 Fund	Target Retirement Date	May 24, 2017	0.53%	-0.12%	—	9.03%	64
TRPBX	T. Rowe Price Spectrum Moderate Allocation Fund	Diversified Portfolio	Jul 28, 1994	0.51%	0.28%	8.24%	8.48%	78
TRRAX	T. Rowe Price Retirement 2010 Fund	Target Retirement Date	Sep 29, 2002	0.49%	0.25%	6.29%	5.85%	76
TRRBX	T. Rowe Price Retirement 2020 Fund	Target Retirement Date	Sep 29, 2002	0.53%	0.20%	6.79%	0.00%	31
TRRCX	T. Rowe Price Retirement 2030 Fund	Target Retirement Date	Sep 29, 2002	0.59%	0.22%	8.30%	0.00%	44
TRRDX	T. Rowe Price Retirement 2040 Fund	Target Retirement Date	Sep 29, 2002	0.61%	0.26%	9.89%	0.00%	58
TRRFX	T. Rowe Price Retirement 2005 Fund	Target Retirement Date	Feb 26, 2004	0.49%	0.24%	5.30%	0.00%	25
TRRGX	T. Rowe Price Retirement 2015 Fund	Target Retirement Date	Feb 26, 2004	0.51%	0.22%	6.23%	0.00%	30
TRRHX	T. Rowe Price Retirement 2025 Fund	Target Retirement Date	Feb 27, 2004	0.55%	0.23%	7.47%	0.00%	36
TRRIX	T. Rowe Price Retirement Balanced Fund	Diversified Portfolio	Sep 30, 2002	0.49%	0.55%	6.43%	6.45%	84
TRRJX	T. Rowe Price Retirement 2035 Fund	Target Retirement Date	Feb 27, 2004	0.59%	0.26%	9.19%	0.00%	55
TRRKX	T. Rowe Price Retirement 2045 Fund	Target Retirement Date	May 30, 2005	0.63%	0.28%	10.25%	0.00%	61
TRRLX	T. Rowe Price Retirement 2060 Fund	Target Retirement Date	Jun 23, 2014	0.64%	0.26%	10.33%	0.00%	41
TRRMX	T. Rowe Price Retirement 2050 Fund	Target Retirement Date	Dec 29, 2006	0.62%	0.28%	10.32%	0.00%	57
TRRNX	T. Rowe Price Retirement 2055 Fund	Target Retirement Date	Dec 28, 2006	0.65%	0.31%	10.30%	0.00%	60
TRRYX	T. Rowe Price Retirement 2060 Fund	Target Retirement Date	Jun 22, 2014	0.90%	0.21%	10.52%	3.65%	77
TRSGX	T. Rowe Price Spectrum Moderate Growth Allocation ...	Diversified Portfolio	Jul 28, 1994	0.61%	0.31%	9.76%	6.66%	80
TRTGX	T. Rowe Price Target 2060 Fund	Target Retirement Date	Jun 22, 2014	0.90%	0.27%	10.34%	4.18%	68
TRXAX	Catalyst/MAP Global Balanced Fund	Global Allocation	Jul 28, 2011	1.22%	3.73%	5.55%	2.25%	92

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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