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
CTLAX	American Funds College 2033 Fund	Diversified Portfolio	Mar 26, 2015	0.42%	-0.46%	8.22%	7.43%	73
CVLOX	Calamos Global Opportunities Fund	Global Allocation	Sep 8, 1996	1.22%	1.79%	9.98%	8.92%	74
CVMIX	Calvert Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 30, 2012	0.99%	4.69%	8.31%	2.15%	88
CVTRX	Calamos Growth and Income Fund	Diversified Portfolio	Sep 21, 1988	1.05%	-3.03%	11.64%	7.61%	61
DAADX	DFA Emerging Markets ex China Core Equity Portfoli...	Emerging Markets Diversified	Nov 14, 2021	0.43%	8.06%	—	2.32%	93
DBALX	Davenport Balanced Income Fund	Diversified Portfolio	Dec 30, 2015	0.93%	1.40%	5.72%	5.20%	38
DBOCX	BNY Mellon Balanced Opportunity Fund Class C	Diversified Portfolio	Jan 30, 2004	1.90%	-3.20%	7.06%	7.50%	39
DCEMX	Dunham Emerging Markets Stock Fund	Emerging Markets Diversified	Dec 9, 2004	2.03%	6.68%	5.95%	2.03%	82
DDIIX	Delaware Wealth Builder Fund	Diversified Portfolio	Dec 1, 1996	0.84%	0.07%	7.44%	7.35%	64
DEMGX	DFA Emerging Markets Targeted Value Portfolio	Emerging Markets Diversified	Nov 13, 2018	0.66%	4.00%	—	4.79%	83
DEMIX	Delaware Emerging Markets Fund	Emerging Markets Diversified	Jun 9, 1996	1.26%	17.96%	14.85%	16.08%	97
DEMSX	DFA Emerging Markets Small Cap Portfolio	Emerging Markets Diversified	Mar 4, 1998	0.59%	1.96%	8.40%	3.75%	73
DESIX	DFA Emerging Markets Sustainability Core 1 Portfol...	Emerging Markets Diversified	Mar 26, 2018	0.46%	2.89%	—	2.56%	80
DFCEX	DFA Emerging Markets Core Equity Fund	Emerging Markets Diversified	Apr 4, 2005	0.40%	4.90%	9.05%	2.80%	89
DFEMX	DFA Emerging Markets Portfolio	Emerging Markets Diversified	Apr 24, 1994	0.36%	5.57%	9.00%	2.41%	91
DFESX	DFA Investment Dimensions Group Inc - Emerging Mar...	Emerging Markets Diversified	Aug 30, 2006	0.45%	4.40%	8.72%	2.63%	87
DFETX	DFA Emerging Markets II Portfolio	Emerging Markets Diversified	Aug 13, 1997	0.37%	5.59%	9.11%	7.80%	90
DFEVX	DFA Emerging Markets Value Portfolio	Emerging Markets Diversified	Mar 31, 1998	0.45%	5.27%	9.51%	3.56%	90
DGIEX	BNY Mellon Global Emerging Markets Fund	Emerging Markets Diversified	Feb 2, 2014	1.00%	2.43%	8.65%	0.38%	86
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	Aug 11, 2011	0.78%	1.88%	11.14%	8.09%	24

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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