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
DGITX	DGI Balanced Fund	Diversified Portfolio	May 23, 2021	1.40%	-0.47%	—	1.17%	60
DGSIX	DFA Global Allocation 60/40 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.50%	8.07%	8.58%	78
DGTSX	DFA Global Allocation 25/75 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.59%	4.94%	5.91%	91
DIFIX	MFS Diversified Income Fund	Diversified Portfolio	May 25, 2006	0.73%	1.19%	4.75%	5.34%	65
DMA	Dimensional Managed Account Fund	Diversified Portfolio	Mar 16, 2012	0.03%	-6.54%	—	13.77%	16
DMAGX	Driehaus Emerging Markets Opportunities Fund	Emerging Markets Diversified	Apr 6, 2017	0.99%	0.84%	—	13.88%	82
DMO	Dimensional Multi-Asset Fund	Global Allocation	Dec 11, 2009	0.04%	-0.05%	4.59%	14.21%	8
DNAVX	Dunham Dynamic Macro Fund	Macro Trading	Apr 28, 2010	1.88%	3.02%	4.00%	11.22%	89
DODBX	Dodge & Cox Balanced Fund	Diversified Portfolio	Jun 25, 1931	0.52%	-0.29%	9.46%	7.24%	33
DODEX	Dodge & Cox Emerging Markets Stock Fund	Emerging Markets Diversified	May 10, 2021	0.70%	7.34%	—	2.64%	95
DPREX	Delaware Global Listed Real Assets Fund	Global Allocation	Dec 5, 1995	1.31%	7.74%	6.06%	2.67%	95
DREGX	Driehaus Emerging Markets Growth Fund	Emerging Markets Diversified	Dec 30, 1997	1.34%	5.48%	9.38%	1.60%	87
DRESX	Driehaus Emerging Markets Small Cap Growth Fund	Emerging Markets Diversified	Aug 21, 2011	1.24%	8.78%	10.37%	2.07%	96
DRIGX	Dimensional 2035 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.21%	-0.65%	7.18%	6.95%	36
DRIHX	Dimensional 2040 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.56%	8.87%	5.06%	54
DRIIX	Dimensional 2045 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.25%	10.94%	2.94%	70
DRIJX	Dimensional 2050 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.28%	11.57%	2.54%	70
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.41%	11.49%	1.48%	59
DRILX	Dimensional 2060 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.22%	-0.37%	11.59%	1.51%	60
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	Target Retirement Date	Nov 1, 2015	0.17%	0.20%	4.54%	4.96%	52

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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