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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
Wasatch Emerging Markets Small Cap FundEmerging Markets DiversifiedSep 30, 20071.91%
6.47%
6.82%
66.12%
68
Wasatch Emerging Markets Select FundEmerging Markets DiversifiedDec 12, 20121.32%
-4.77%
7.39%
0.00%
17
Wasatch Frontier Emerging Small Countries FundEmerging Markets DiversifiedJan 30, 20122.15%
-2.50%
2.96%
0.00%
8
Allspring Absolute Return FundGlobal AllocationFeb 29, 20120.70%
15.43%
5.73%
1.73%
92
Delaware Ivy Asset Strategy FundGlobal AllocationApr 19, 19952.18%
-1.42%
7.89%
10.86%
46
Weitz Balanced FundDiversified PortfolioSep 30, 20030.85%
-2.64%
5.55%
5.08%
8
William Blair Emerging Markets Growth FundEmerging Markets DiversifiedJun 5, 20051.11%
5.19%
9.05%
0.39%
74
William Blair Emerging Markets Leaders FundEmerging Markets DiversifiedMar 25, 20081.05%
-0.35%
6.62%
0.89%
50
Allspring Spectrum Income Allocation FundDiversified PortfolioSep 29, 20041.50%
3.10%
2.74%
2.78%
71
Allspring Spectrum Aggressive Growth FundDiversified PortfolioSep 30, 19971.50%
1.40%
12.08%
79
TETON Westwood Balanced FundDiversified PortfolioSep 30, 19911.41%
-0.38%
6.47%
14.51%
32
WCM Focused Emerging Markets FundEmerging Markets DiversifiedJun 27, 20131.50%
2.99%
8.82%
0.00%
72
Allspring Spectrum Moderate Growth FundDiversified PortfolioSep 30, 19971.49%
3.66%
7.58%
86
Allspring Spectrum Growth FundDiversified PortfolioSep 29, 20041.50%
3.44%
7.90%
82
Westwood Income Opportunity FundDiversified PortfolioDec 18, 20050.81%
0.83%
6.29%
2.96%
81
Allspring Spectrum Conservative Growth FundDiversified PortfolioSep 29, 20041.50%
3.25%
5.37%
2.13%
79
WesMark Balanced FundDiversified PortfolioApr 19, 19981.24%
1.63%
6.90%
7.49%
78
Wilmington Real Asset FundGlobal AllocationJun 30, 20030.64%
12.47%
5.62%
6.36%
92
Boston Trust Walden Balanced FundDiversified PortfolioJun 17, 19991.00%
-0.83%
8.14%
8.04%
55
Kinetics The Global FundDiversified PortfolioDec 30, 19991.39%
7.10%
16.28%
2.41%
15

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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