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
VLXVX	Vanguard Target Retirement 2065 Fund	Diversified Portfolio, Target Retirement Date	Jul 12, 2017	0.08%	-0.15%	—	2.00%	86
VRSAX	Voya Target Retirement 2060 Fund	Target Retirement Date	Dec 20, 2015	0.19%	-0.28%	11.05%	14.97%	63
VSCGX	Vanguard LifeStrategy Conservative Growth Fund	Diversified Portfolio	Sep 30, 1994	0.12%	-0.11%	6.21%	5.55%	83
VSIPX	Voya Solution 2060 Portfolio	Target Retirement Date	Feb 8, 2015	0.20%	-1.25%	10.41%	8.71%	62
VSMGX	Vanguard LifeStrategy Moderate Growth Fund	Diversified Portfolio	Sep 30, 1994	0.13%	-0.12%	8.28%	5.25%	85
VSVNX	Vanguard Target Retirement 2070 Fund	Target Retirement Date	Jun 28, 2022	0.08%	-0.16%	—	1.82%	86
VTAIX	Virtus Tactical Allocation Fund Class I	Tactical Allocation	Jan 29, 2019	0.76%	-5.61%	—	17.39%	8
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.14%	8.35%	4.04%	86
VTINX	Vanguard Target Retirement Income Fund	Diversified Portfolio, Target Retirement Date	Oct 27, 2003	0.08%	0.12%	5.01%	5.02%	85
VTIUX	Voya Target Retirement 2065 Fund	Target Retirement Date	Jul 28, 2020	0.23%	-0.32%	—	14.80%	67
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	-0.12%	10.51%	2.50%	87
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	Sep 6, 1994	0.09%	-1.31%	8.10%	2.26%	83
VTTHX	Vanguard Target Retirement 2035 Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	-0.11%	9.12%	2.96%	86
VTTSX	Vanguard Target Retirement 2060 Fund	Diversified Portfolio, Target Retirement Date	Jan 19, 2012	0.08%	-0.15%	11.00%	2.06%	87
VTTVX	Vanguard Target Retirement 2025 Fund	Diversified Portfolio, Target Retirement Date	Oct 27, 2003	0.08%	0.00%	7.55%	7.38%	87
VTWNX	Vanguard Target Retirement 2020 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	0.11%	6.53%	8.19%	87
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	Jul 1, 1929	0.24%	-2.27%	9.48%	11.79%	81
VWENX	Vanguard Wellington Fund Admiral Shares	Diversified Portfolio	May 14, 2001	0.16%	-2.25%	9.56%	11.88%	81
VWIAX	Vanguard Wellesley Income Fund Admiral Shares	Diversified Portfolio	May 14, 2001	0.16%	0.69%	5.78%	7.98%	70
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	Jul 1, 1970	0.23%	0.70%	5.71%	7.90%	69

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.

Loading graphics...

Time Period