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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 Lifestyle Aggressive Growth FundDiversified PortfolioDec 8, 20110.04%
-1.71%
11.12%
7.51%
70
Touchstone Sands Capital Emerging Markets Growth F...Emerging Markets DiversifiedMay 11, 20141.23%
-0.53%
6.61%
0.95%
31
Timothy Plan Strategic Growth FundDiversified PortfolioOct 4, 20001.09%
2.91%
5.34%
1.14%
61
TIAA-CREF Lifestyle Growth FundDiversified PortfolioDec 8, 20110.08%
-1.32%
9.33%
7.23%
68
Transamerica Multi-Asset IncomeDiversified PortfolioMar 2, 20140.72%
-0.84%
9.39%
3.45%
90
TCW Strategic Income Fund Inc.Multisector Bonds
-6.21%
5.42%
7.11%
5
TIAA-CREF Lifestyle Moderate FundDiversified PortfolioDec 8, 20110.10%
-1.45%
7.66%
6.19%
63
TIAA-CREF Lifestyle Income FundDiversified PortfolioDec 8, 20110.10%
-1.06%
4.06%
2.85%
67
Thornburg Summit Fund Class IDiversified PortfolioMar 1, 20190.70%
2.63%
6.65%
94
TIAA-CREF Lifecycle 2045 FundTarget Retirement DateNov 29, 20070.23%
-1.36%
10.25%
7.93%
76
Nuveen Lifecycle Index 2055 Fund Class ITarget Retirement DateDec 4, 20150.18%
-0.53%
11.23%
2.81%
69
TIAA-CREF Lifecycle Index 2055 FundTarget Retirement DateApr 28, 20110.10%
-0.53%
11.30%
2.79%
81
Nuveen Lifecycle Index 2055 Fund Retirement ClassTarget Retirement DateApr 29, 20110.35%
-0.60%
11.04%
2.55%
68
T. Rowe Price Total Return Fund Class IGlobal AllocationSep 28, 20010.37%
-6.10%
17.58%
53.60%
79
TIAA-CREF Lifecycle 2055 FundTarget Retirement DateApr 28, 20110.22%
-1.50%
10.58%
6.61%
75
TIAA-CREF Lifecycle Index 2060 FundTarget Retirement DateSep 25, 20140.10%
-0.56%
11.43%
2.62%
82
American Century Balanced FundDiversified PortfolioOct 19, 19880.91%
-2.71%
7.64%
1.69%
59
American Century Emerging Markets FundEmerging Markets DiversifiedSep 29, 19971.26%
6.54%
7.99%
1.07%
91
American Century Strategic Allocation: Aggressive ...Diversified PortfolioFeb 14, 19960.63%
-0.35%
9.71%
7.01%
65
American Century Strategic Allocation: Conservativ...Diversified PortfolioFeb 14, 19960.72%
-0.29%
6.10%
5.15%
63

Rows per page

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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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