Multi-Asset Mutual Funds List

Number of Funds: 1,522
Avg. Expense Ratio: 0.65%
Avg. Yield: 5.44%
Avg. 1 Year Return: 19.54%
Median Risk/Return Score: 67 / 100

1490 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
VGWIX	Vanguard Global Wellesley Income Fund Investor Sha...	Diversified Portfolio	Nov 2, 2017	0.41%	4.48%	—	3.78%	70
VGWLX	Vanguard Global Wellington Fund Investor Shares	Diversified Portfolio	Nov 2, 2017	0.42%	10.03%	—	6.03%	84
VGYAX	Vanguard Global Wellesley Income Fund Admiral Shar...	Diversified Portfolio	Nov 2, 2017	0.28%	4.55%	—	3.90%	71
VIDMX	Virtus KAR Developing Markets Fund	Emerging Markets Diversified	Jun 21, 2021	1.31%	6.27%	—	2.40%	19
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	Emerging Markets Diversified	Dec 16, 2013	1.51%	1.89%	9.53%	2.74%	4
VILLX	Villere Balanced Fund	Diversified Portfolio	Sep 29, 1999	0.99%	1.69%	4.13%	17.91%	4
VISPX	Voya Index Solution 2060 Portfolio	Target Retirement Date	Feb 8, 2015	0.22%	9.99%	11.99%	1.37%	71
VLAAX	Value Line Asset Allocation Fund	Diversified Portfolio	Aug 23, 1993	1.04%	-4.92%	7.23%	12.86%	1
VLSMX	VALIC Company I Moderate Growth Lifestyle Fund	Diversified Portfolio	Aug 31, 2006	0.12%	5.18%	—	6.09%	61
VLXVX	Vanguard Target Retirement 2065 Fund	Diversified Portfolio, Target Retirement Date	Jul 12, 2017	0.08%	9.69%	—	1.82%	73
VRSAX	Voya Target Retirement 2060 Fund	Target Retirement Date	Dec 20, 2015	0.19%	10.96%	12.09%	13.45%	77
VSCGX	Vanguard LifeStrategy 40/60 Fund	Diversified Portfolio	Sep 30, 1994	0.10%	4.59%	6.57%	5.30%	70
VSIPX	Voya Solution 2060 Portfolio	Target Retirement Date	Feb 8, 2015	0.20%	10.11%	11.48%	7.81%	69
VSMGX	Vanguard LifeStrategy 60/40 Fund	Allocation--50% to 70% Equity, Diversified Portfolio	Sep 30, 1994	0.10%	6.62%	8.83%	4.92%	72
VSVNX	Vanguard Target Retirement 2070 Fund	Target Retirement Date	Jun 28, 2022	0.08%	9.68%	—	1.66%	73
VTAIX	Virtus Tactical Allocation Fund Class I	Tactical Allocation	Jan 29, 2019	0.76%	0.72%	—	16.29%	4
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	6.52%	8.89%	3.78%	73
VTINX	Vanguard Target Retirement Income Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	3.82%	5.26%	4.84%	75
VTIUX	Voya Target Retirement 2065 Fund	Target Retirement Date	Jul 28, 2020	0.23%	11.03%	—	13.29%	78
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	8.87%	11.31%	2.29%	73

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
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002
TIBAX	Thornburg Investment Income Builder Fund	98	—	Dec 2002
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 (25.02%). Across the lineup, Multi-Asset Mutual funds show an average 1-year return of 19.54% and an average 5-year return of 6.46%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
DEMIX	Delaware Emerging Markets Fund	25.02%	—	Jun 1996
PDX	PIMCO Dynamic Income Strategy Fund	21.07%	—	Feb 2019
QSPNX	AQR Style Premia Alternative Fund Class N	19.08%	—	Oct 2013
QRPNX	AQR Alternative Risk Premia Fund Class N	19.05%	—	Sep 2017
EKBAX	Allspring Diversified Capital Builder Fund	18.56%	—	Jan 1998

Lowest-Cost Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is LTRIX (0.01%). With an average expense ratio of 0.65%, 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
LTRIX	Principal LifeTime 2045 Fund	0.01%	—	Feb 2008
JIEHX	John Hancock Funds Multi-Index 2060 Lifetime Portf...	0.01%	—	Mar 2016
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013

Highest-Yield Multi-Asset Mutual funds

The top Multi-Asset Mutual funds is HLMEX (81.16%). Across the lineup, Multi-Asset Mutual funds show an average dividend yield of 5.44%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
HLMEX	Harding Loevner Institutional Emerging Markets Por...	81.16%	—	Oct 2005
WAEMX	Wasatch Emerging Markets Small Cap Fund	57.81%	—	Sep 2007
IPIRX	Voya Global Perspectives Portfolio	44.20%	—	Apr 2013
TALFX	Transamerica Asset Allocation Long Horizon	43.51%	—	Sep 2000
ODVIX	Invesco Developing Markets Fund Class R6	37.16%	—	Dec 2011

Top Mutual funds Asset Classes

Equity · 3,617 Mutual funds Bond · 1,983 Mutual funds Alternatives · 133 Mutual funds Real Estate · 114 Mutual funds Commodity · 62 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.