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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 524 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.

Year-to-Date Return

< 0.0%
—
> 10.0%

10-Year Annualized Return

< 0.0%
—
> 10.0%

Sharpe Ratio

< 0.0
—
> 0.1

Omega ratio

< 0.0
—
> 0.1

Sortino ratio

< 0.0
—
> 0.1

Calmar ratio

< 0.0
—
> 0.1

Ulcer Index

< 0.0%
—
> 10.0%

10Y Volatility

< 0.0%
—
> 10.0%

Maximum Drawdown

< 0.0%
—
> 10.0%

Dividend Yield

< 0.0%
—
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AAAAXDWS RREEF Real Assets Fund - Class ADiversified PortfolioJul 30, 20071.22%-5.6%3.5%1.8%-40.5%-0.0-0.11.0-0.05.5%
AABFXThrivent Balanced Income Plus FundDiversified PortfolioDec 28, 19971.00%3.5%2.8%2.8%-43.4%0.91.31.11.62.1%
AADAXInvesco Select Risk: Growth Investor FundDiversified PortfolioApr 29, 20040.43%3.2%4.4%5.7%-55.9%0.91.21.11.62.9%
AADBXAmerican Beacon Balanced FundDiversified PortfolioJul 16, 19870.72%2.8%6.0%10.6%-41.1%1.11.51.21.73.1%
AAHYXThrivent Diversified Income Plus FundDiversified PortfolioJan 7, 19970.94%2.0%3.2%3.9%-34.2%0.71.01.11.22.0%
ABALXAmerican Funds American Balanced Fund Class ADiversified PortfolioJul 26, 19750.56%3.5%7.4%1.7%-39.3%1.01.51.22.12.2%
ABDAXColumbia Capital Allocation Conservative PortfolioDiversified PortfolioMar 3, 20040.50%1.0%2.1%2.7%-19.4%0.50.81.10.81.8%
ABLOXAlger Balanced Portfolio FundDiversified PortfolioSep 4, 19891.04%7.7%7.9%5.6%-41.3%0.91.31.21.54.0%
ABPYXThe AB Portfolios - AB Sustainable Thematic Balanced PortfolioDiversified PortfolioSep 1, 20030.71%4.8%2.3%4.2%-28.4%0.81.31.11.72.8%
ABUAXColumbia Capital Allocation Moderate PortfolioDiversified PortfolioMar 3, 20040.38%4.4%4.7%4.0%-40.2%1.01.41.21.72.2%
ABWYXAB All Market Total Return PortfolioDiversified PortfolioSep 1, 20030.77%1.8%3.2%3.1%-46.3%0.71.01.11.22.6%
ACEIXInvesco Equity and Income FundDiversified PortfolioAug 2, 19600.78%1.6%6.3%6.5%-40.3%0.81.21.11.23.5%
AFMBXAmerican Funds American Balanced Fund Class F-3Diversified PortfolioJul 26, 19750.25%3.7%6.9%2.0%-22.3%1.11.51.22.22.1%
AFPIXAmericaFirst Income FundDiversified PortfolioJun 30, 20101.91%-3.2%0.3%10.2%-32.7%0.20.31.00.34.7%
AGIAXAB Tax-Managed All Market Income PortfolioDiversified PortfolioMay 3, 19921.00%N/AN/AN/AN/AN/AN/AN/AN/AN/A
ALAAXInvesco Income Allocation FundDiversified PortfolioOct 30, 20050.37%-0.4%3.4%3.2%-28.3%0.60.71.10.82.8%
AMECXAmerican Funds The Income Fund of America Class ADiversified Portfolio, Dividend, Actively ManagedDec 1, 19730.56%-1.2%6.1%7.3%-44.5%0.81.11.11.42.3%
AOCIXAmerican Century Investments One Choice Portfolio: ConservativeDiversified PortfolioSep 29, 20040.00%2.0%4.5%9.6%-26.9%0.91.21.11.41.9%
AOGIXAmerican Century Investments One Choice Portfolio: AggressiveDiversified PortfolioSep 29, 20040.00%4.6%6.9%11.2%-46.9%0.91.41.21.82.7%
AOMIXAmerican Century Investments One Choice Portfolio: ModerateDiversified PortfolioSep 29, 20040.00%3.3%5.7%10.2%-38.6%0.91.31.11.62.4%

1–20 of 524

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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