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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ninety One Emerging Markets Equity Fund | Emerging Markets Diversified | Nov 27, 2018 | 0.85% | 6.44% | — | 15.81% | 90 | ||||||||
| Virtus Total Return Fund | Diversified Portfolio | Feb 24, 2005 | 3.77% | 11.55% | 6.82% | 8.73% | 92 |
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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5 Years