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
TWSMX	American Century Strategic Allocation: Moderate Fu...	Diversified Portfolio	Feb 14, 1996	0.70%	-0.44%	8.13%	6.84%	60
TZINX	Templeton Global Balanced Fund	Global Allocation	Jun 30, 2005	0.95%	1.94%	4.53%	4.90%	87
UCAGX	USAA Cornerstone Aggressive Fund	Diversified Portfolio	Jun 7, 2012	1.24%	0.79%	8.60%	10.96%	88
UCMCX	USAA Cornerstone Moderately Conservative Fund	Diversified Portfolio	Jun 7, 2012	0.90%	1.09%	5.02%	3.30%	83
UEIIX	Invesco V.I. Equity and Income Fund	Diversified Portfolio	Apr 29, 2003	0.81%	0.88%	8.92%	7.36%	75
UMEMX	Columbia Emerging Markets Fund	Emerging Markets Diversified	Jan 1, 1998	1.20%	7.12%	7.91%	4.61%	85
URFFX	USAA Target Retirement 2050 Fund	Target Retirement Date	Jul 31, 2008	0.58%	1.31%	9.60%	6.38%	90
URFRX	USAA Target Retirement 2040 Fund	Target Retirement Date	Jul 30, 2008	0.02%	1.27%	8.85%	6.96%	90
URINX	USAA Target Retirement Income Fund	Target Retirement Date	Jul 30, 2008	0.04%	1.24%	5.52%	6.04%	92
URSIX	USAA Target Retirement 2060 Fund	Target Retirement Date	Jul 11, 2013	0.10%	1.34%	9.66%	5.52%	87
URTRX	USAA Target Retirement 2030 Fund	Target Retirement Date	Jul 30, 2008	0.03%	1.21%	7.61%	6.70%	91
USBLX	USAA Growth and Tax Strategy Fund	Diversified Portfolio	Jan 10, 1989	0.58%	-1.35%	7.65%	2.17%	78
USBSX	USAA Cornerstone Moderate Fund	Diversified Portfolio	Aug 31, 1995	1.14%	0.76%	6.09%	8.81%	85
USCCX	USAA Cornerstone Conservative Fund	Diversified Portfolio	Jun 7, 2012	0.08%	0.81%	4.89%	4.83%	92
USCRX	USAA Cornerstone Moderately Aggressive Fund	Diversified Portfolio	Aug 14, 1984	0.88%	0.84%	6.84%	10.32%	89
USEMX	USAA Emerging Markets Fund	Emerging Markets Diversified	Nov 6, 1994	1.47%	6.39%	8.78%	8.20%	91
VALIX	Value Line Capital Appreciation Fund, Inc.	Diversified Portfolio	Sep 29, 1952	1.07%	-6.33%	11.35%	6.44%	54
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	Sep 30, 1994	0.14%	-0.20%	9.94%	4.10%	90
VASIX	Vanguard LifeStrategy Income Fund	Diversified Portfolio	Sep 30, 1994	0.11%	-0.05%	3.88%	4.24%	78
VBAIX	Vanguard Balanced Index Fund Institutional Shares	Diversified Portfolio	Dec 1, 2000	0.06%	-1.58%	9.44%	5.70%	85

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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