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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 521 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
AOVIX
American Century Investments One Choice Portfolio:...Diversified PortfolioSep 29, 20040.00%
8.22%
8.78%
1.47%
Yorktown Master Allocation FundDiversified PortfolioMar 18, 20091.64%
Cavanal Hill Opportunistic FundDiversified PortfolioAug 31, 20111.25%
Horizon Active Risk Assist FundDiversified PortfolioAug 27, 20141.17%
7.50%
0.77%
Archer Balanced FundDiversified PortfolioSep 19, 20051.20%
6.20%
6.92%
1.24%
Atlas U.S. Tactical Income FundDiversified PortfolioSep 29, 20151.18%
0.84%
4.92%
Ave Maria Bond FundDiversified PortfolioApr 30, 20030.41%
1.30%
3.29%
2.58%
CIBC Atlas Income Opportunities FundDiversified PortfolioJun 26, 20140.69%
2.80%
2.21%
Columbia Capital Allocation Aggressive PortfolioDiversified PortfolioMar 3, 20040.39%
7.01%
7.79%
5.07%
Pioneer Balanced ESG FundDiversified PortfolioDec 15, 19910.65%
6.76%
7.81%
2.11%
Virtus Income & Growth FundDiversified PortfolioFeb 27, 20070.92%
3.94%
7.26%
7.81%
BlackRock Multi-Asset Income PortfolioDiversified PortfolioApr 7, 20080.81%
2.03%
3.80%
5.64%
American Funds American Balanced Fund Class CDiversified PortfolioJul 26, 19751.31%
5.98%
7.28%
1.59%
American Funds American Balanced FundDiversified PortfolioMar 15, 20010.62%
6.15%
8.07%
2.21%
BlackRock Dynamic High Income PortfolioDiversified PortfolioNov 2, 20140.65%
3.89%
6.47%
Chartwell Income FundDiversified PortfolioSep 2, 19870.64%
1.64%
2.38%
3.29%
BlackRock 80/20 Target Allocation FundDiversified PortfolioDec 20, 20060.10%
7.15%
8.35%
4.00%
BlackRock 20/80 Target Allocation FundDiversified PortfolioDec 20, 20060.11%
1.57%
3.62%
3.44%
BlackRock 60/40 Target Allocation Fund Class IDiversified PortfolioDec 21, 20060.43%
5.18%
7.15%
2.88%
BlackRock Multi-Asset Income PortfolioDiversified PortfolioApr 6, 20080.55%
2.07%
4.10%
5.87%

21–40 of 521

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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