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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 545 Diversified Portfolio mutual funds.

Diversified portfolio mutual funds aim to provide broad exposure to various asset classes, industries, and regions in a single investment. These funds are designed to offer investors a convenient, cost-effective way to access a diversified portfolio that seeks to reduce risk and enhance long-term returns through diversification.

Diversified Portfolio mutual funds can invest in a mix of equities, fixed-income securities, cash equivalents, and sometimes alternative investments such as real estate, commodities, or other specialized assets. The allocation to each asset class can vary based on the fund's specific investment objectives, strategies, and risk tolerance levels.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Diversified Portfolio
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAAAX
DWS RREEF Real Assets Fund - Class ADiversified PortfolioJul 30, 20071.22%
4.45%
4.03%
2.02%
Thrivent Balanced Income Plus FundDiversified PortfolioDec 28, 19971.00%
5.31%
4.31%
2.86%
Invesco Select Risk: Growth Investor FundDiversified PortfolioApr 29, 20040.43%
5.57%
4.92%
1.97%
American Beacon Balanced FundDiversified PortfolioJul 16, 19870.72%
7.01%
6.31%
2.26%
Thrivent Diversified Income Plus FundDiversified PortfolioJan 7, 19970.94%
3.99%
3.55%
3.85%
American Funds American Balanced Fund Class ADiversified PortfolioJul 26, 19750.56%
9.47%
8.03%
2.23%
Columbia Capital Allocation Conservative PortfolioDiversified PortfolioMar 3, 20040.50%
3.75%
2.68%
3.36%
Alger Balanced Portfolio FundDiversified PortfolioSep 4, 19891.04%
11.83%
8.75%
1.54%
The AB Portfolios - AB Sustainable Thematic Balanc...Diversified PortfolioSep 1, 20030.71%
5.82%
3.08%
1.07%
Columbia Capital Allocation Moderate PortfolioDiversified PortfolioMar 3, 20040.38%
7.58%
5.50%
2.71%
AB All Market Total Return PortfolioDiversified PortfolioSep 1, 20030.77%
5.69%
3.68%
1.39%
Invesco Equity and Income FundDiversified PortfolioAug 2, 19600.78%
7.12%
6.54%
6.53%
American Funds American Balanced Fund Class F-3Diversified PortfolioJul 26, 19750.25%
9.64%
2.52%
AmericaFirst Income FundDiversified PortfolioJun 30, 20101.91%
6.52%
1.34%
9.48%
Invesco Income Allocation FundDiversified PortfolioOct 30, 20050.37%
2.55%
3.35%
3.88%
ALPS/Smith Balanced Opportunity FundDiversified PortfolioSep 14, 20201.12%
10.28%
8.13%
1.57%
American Funds American Balanced Fund® Class F-2Diversified PortfolioAug 5, 20080.35%
9.59%
8.26%
2.43%
American Funds The Income Fund of America Class ADiversified Portfolio, Dividend, Actively ManagedDec 1, 19730.56%
6.88%
6.39%
3.47%
American Century Investments One Choice Portfolio:...Diversified PortfolioSep 29, 20040.00%
5.13%
4.91%
2.61%
American Century Investments One Choice Portfolio:...Diversified PortfolioSep 29, 20040.00%
8.67%
7.56%
1.95%

1–20 of 545

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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