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.
- Number of Funds
- 554
- Avg. Expense Ratio
- 0.69%
- Avg. Yield
- 6.11%
- Avg. 1 Year Return
- 17.77%
- Median Risk/Return Score
- 62 / 100
The Best Diversified Portfolio Mutual Funds
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| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Canoe EIT Income Fund | Diversified Portfolio | Aug 6, 1997 | 1.10% | 29.43% | 118.88% | 10.06% | — |
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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5 Years
Best Diversified Portfolio Mutual funds by Risk/Return Score
The top Diversified Portfolio Mutual funds by PortfoliosLab Risk/Return Score are STDAX (99) and TIBIX (98).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 |
Best-Performing Diversified Portfolio Mutual funds Over 5 Years
The top Diversified Portfolio Mutual funds is EKBAX (19.24%).
Across the lineup, Diversified Portfolio Mutual funds show an average 1-year return of 17.77% and an average 5-year return of 6.58%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 19.24% | — | Jan 1998 | |
| Thornburg Investment Income Builder Fund Class I | 16.23% | — | Dec 2002 | |
| Kinetics The Global Fund | 13.73% | — | Dec 1999 | |
| Meeder Dynamic Allocation Fund | 13.41% | — | Feb 2000 | |
| Permanent Portfolio Permanent Portfolio | 11.62% | — | Nov 1982 |
Lowest-Cost Diversified Portfolio Mutual funds
The top Diversified Portfolio Mutual funds is FRGAX (0.02%).
With an average expense ratio of 0.69%, Diversified Portfolio Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 |
Highest-Yield Diversified Portfolio Mutual funds
The top Diversified Portfolio Mutual funds is TALFX (42.86%).
Across the lineup, Diversified Portfolio Mutual funds show an average dividend yield of 6.11%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Transamerica Asset Allocation Long Horizon | 42.86% | — | Sep 2000 | |
| VY Invesco Equity and Income Portfolio | 35.14% | — | Dec 2001 | |
| Transamerica Balanced II | 29.23% | — | Jul 1994 | |
| Voya Retirement Growth Portfolio | 27.02% | — | Apr 2006 | |
| Voya Solution Moderately Aggressive Portfolio | 24.77% | — | Apr 2010 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 411 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.