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The Best Diversified Portfolio Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 48 Diversified Portfolio mutual funds. Click on any fund in the list to see complete information, including risk and performance analysis.


SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
AAAAXDWS RREEF Real Assets Fund - Class ADiversified PortfolioJul 30, 20071.22%-1.70%5.20%3.87%
ABALXAmerican Funds American Balanced Fund Class ADiversified PortfolioJul 26, 19750.56%-8.99%9.17%4.78%
AMECXAmerican Funds The Income Fund of America Class ADiversified Portfolio, Dividend, Actively ManagedDec 1, 19730.56%-5.61%7.96%7.16%
BALCXAmerican Funds American Balanced Fund Class CDiversified PortfolioJul 26, 19751.31%-9.41%8.26%4.01%
BIGPXBlackRock 60/40 Target Allocation Fund Class IDiversified PortfolioDec 21, 20060.43%-17.98%8.77%8.60%
BIMBXBlackRock Systematic Multi-Strategy Class IDiversified PortfolioMay 19, 20150.98%-2.78%2.66%2.70%
BLNDXStandpoint Multi-Asset Fund InstitutionalDiversified PortfolioDec 30, 20191.27%5.85%16.18%5.77%
BRUFXBruce FundDiversified PortfolioMar 20, 19680.68%-9.11%8.96%10.17%
CAIBXAmerican Funds Capital Income Builder Class ADiversified PortfolioJul 30, 19870.59%-6.47%6.07%3.47%
FASMXFidelity Asset Manager 50% FundDiversified PortfolioDec 28, 19880.62%-10.28%6.41%3.30%
FBAKXFidelity Balanced Fund Class KDiversified PortfolioNov 6, 19860.45%-11.13%10.86%11.10%
FBALXFidelity Balanced FundDiversified PortfolioNov 6, 19860.51%-11.16%10.47%11.01%
FKINXFranklin Income Fund Class A1Diversified Portfolio0.62%-3.28%6.36%7.11%
GAIOXAmerican Funds Growth and Income PortfolioDiversified PortfolioMay 18, 20120.66%-12.49%9.11%5.97%
GWPAXAmerican Funds Growth Portfolio Class ADiversified PortfolioMay 18, 20120.73%-19.51%11.25%4.24%
PRWCXT. Rowe Price Capital Appreciation FundDiversified PortfolioJun 30, 19860.68%-5.81%12.06%9.78%
PSLDXPIMCO StocksPLUS Long Duration Fund Class IDiversified Portfolio, Actively ManagedAug 31, 20070.61%-29.71%15.52%36.72%
PZRMXPIMCO Inflation Response Multi-Asset FundDiversified PortfolioAug 31, 2011.18%-0.42%2.92%12.42%
RLBGXAmerican Funds American Balanced Fund Class R-6Diversified PortfolioJul 26, 19750.25%-8.81%9.51%5.11%
VASGXVanguard LifeStrategy Growth FundDiversified PortfolioSep 30, 19940.14%-11.93%8.73%4.11%

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