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
AOCIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-0.78%	5.78%	5.02%	50
AOGIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-1.23%	8.99%	8.75%	49
AOMIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-0.97%	7.54%	6.68%	51
AONIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-0.38%	4.36%	3.66%	55
AOVIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	Sep 29, 2004	0.00%	-1.43%	10.30%	8.33%	48
AQRNX	AQR Multi-Asset Fund Class N	Diversified Portfolio	Sep 30, 2010	1.31%	1.93%	7.84%	3.60%	59
ARANX	Horizon Active Risk Assist Fund	Diversified Portfolio	Aug 27, 2014	1.17%	-1.75%	6.78%	9.30%	38
ARCHX	Archer Balanced Fund	Diversified Portfolio	Sep 19, 2005	1.20%	1.69%	8.25%	2.80%	86
ATLAX	Atlas U.S. Tactical Income Fund	Diversified Portfolio	Sep 29, 2015	1.18%	-1.12%	-0.22%	5.30%	54
AVEFX	Ave Maria Bond Fund	Diversified Portfolio	Apr 30, 2003	0.41%	0.86%	3.88%	3.11%	37
AWIIX	CIBC Atlas Income Opportunities Fund	Diversified Portfolio	Jun 26, 2014	0.69%	-3.88%	7.97%	12.97%	10
AXBAX	Columbia Capital Allocation Aggressive Portfolio	Diversified Portfolio	Mar 3, 2004	0.39%	-1.14%	9.71%	9.92%	72
AYBLX	Pioneer Balanced ESG Fund	Diversified Portfolio	Dec 15, 1991	0.65%	-0.49%	9.09%	3.68%	89
AZNIX	Virtus Income & Growth Fund	Diversified Portfolio	Feb 27, 2007	0.92%	-0.80%	8.68%	7.18%	66
BAAPX	BlackRock 80/20 Target Allocation Fund Class A	Diversified Portfolio	Dec 21, 2006	0.66%	-2.35%	8.97%	5.96%	58
BAICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	Apr 7, 2008	0.81%	-0.38%	4.99%	5.90%	66
BALCX	American Funds American Balanced Fund Class C	Diversified Portfolio	Jul 26, 1975	1.31%	-0.87%	8.45%	7.66%	78
BALFX	American Funds American Balanced Fund	Diversified Portfolio	Mar 15, 2001	0.62%	-0.72%	9.17%	8.30%	81
BAMPX	BlackRock 40/60 Target Allocation Inv A	Diversified Portfolio	Feb 5, 2007	0.61%	-0.81%	6.19%	5.45%	68
BDHIX	BlackRock Dynamic High Income Portfolio	Diversified Portfolio	Nov 2, 2014	0.65%	-0.60%	6.43%	8.03%	56

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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