The Best Diversified Portfolio Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 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.

Category is Diversified Portfolio

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AAAAX	DWS RREEF Real Assets Fund - Class A	Diversified Portfolio	Jul 30, 2007	1.22%	10.64%	7.49%	3.20%	76
AABFX	Thrivent Balanced Income Plus Fund	Diversified Portfolio	Dec 28, 1997	1.00%	-0.90%	6.33%	6.67%	64
AADAX	Invesco Select Risk: Growth Investor Fund	Diversified Portfolio	Apr 29, 2004	0.43%	-0.12%	7.38%	3.99%	58
AADBX	American Beacon Balanced Fund	Diversified Portfolio	Jul 16, 1987	0.72%	-0.60%	8.39%	8.30%	31
AAHYX	Thrivent Diversified Income Plus Fund	Diversified Portfolio	Jan 7, 1997	0.94%	-0.23%	4.79%	3.47%	79
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	Jul 26, 1975	0.56%	-0.62%	9.24%	8.34%	79
ABDAX	Columbia Capital Allocation Conservative Portfolio	Diversified Portfolio	Mar 3, 2004	0.50%	-1.13%	3.53%	2.53%	59
ABLOX	Alger Balanced Portfolio Fund	Diversified Portfolio	Sep 4, 1989	1.04%	-0.53%	9.94%	13.79%	72
ABPYX	The AB Portfolios - AB Sustainable Thematic Balanc...	Diversified Portfolio	Sep 1, 2003	0.71%	-4.29%	3.27%	1.58%	14
ABUAX	Columbia Capital Allocation Moderate Portfolio	Diversified Portfolio	Mar 3, 2004	0.38%	-1.22%	6.77%	4.37%	68
ABWYX	AB All Market Total Return Portfolio	Diversified Portfolio	Sep 1, 2003	0.77%	-0.70%	5.61%	11.43%	62
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	Aug 2, 1960	0.78%	0.63%	8.69%	6.86%	50
ACV	Virtus Diversified Income & Convertible Fund	Diversified Portfolio	May 26, 2015	2.69%	-4.25%	15.69%	10.31%	85
AFMBX	American Funds American Balanced Fund Class F-3	Diversified Portfolio	Jul 26, 1975	0.25%	-0.54%	—	8.66%	81
ALAAX	Invesco Income Allocation Fund	Diversified Portfolio	Oct 30, 2005	0.37%	0.51%	4.56%	4.25%	76
ALIBX	ALPS/Smith Balanced Opportunity Fund	Diversified Portfolio	Sep 14, 2020	1.12%	0.20%	—	9.16%	62
AMBFX	American Funds American Balanced Fund® Class F-2	Diversified Portfolio	Aug 5, 2008	0.35%	-0.57%	9.59%	8.55%	80
AMECX	American Funds The Income Fund of America Class A	Diversified Portfolio, Dividend, Actively Managed	Dec 1, 1973	0.56%	3.14%	8.39%	9.70%	75
AMEFX	American Funds The Income Fund of America® Class F...	Diversified Portfolio	Dec 1, 1973	0.37%	3.15%	8.59%	9.91%	77
AOBLX	Victory Pioneer Balanced Fund Class A	Diversified Portfolio	Dec 1, 1991	0.93%	0.42%	8.99%	3.58%	88

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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