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
FTIWX	Fidelity Advisor Asset Manager 20% Fund Class I	Diversified Portfolio	Oct 2, 2006	0.56%	0.26%	4.14%	3.16%	86
FTSDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Dec 23, 2003	1.22%	4.71%	8.81%	7.14%	66
FTTNX	Fidelity Advisor Asset Manager 30% Fund Class M	Diversified Portfolio	Oct 9, 2007	1.09%	0.11%	4.73%	2.45%	78
FWATX	Fidelity Advisor Multi-Asset Income Fund Class A	Diversified Portfolio	Sep 9, 2015	1.05%	2.09%	8.61%	3.21%	75
FWBTX	Fidelity Advisor Multi-Asset Income Fund Class C	Diversified Portfolio	Sep 9, 2015	1.80%	2.04%	7.84%	2.55%	71
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	Feb 9, 2022	0.05%	-1.18%	—	3.73%	70
GAIFX	American Funds Growth and Income Portfolio Class F...	Diversified Portfolio	May 18, 2012	0.70%	-1.63%	10.00%	5.77%	64
GAIOX	American Funds Growth and Income Portfolio	Diversified Portfolio	May 18, 2012	0.66%	-1.83%	9.99%	5.60%	66
GARTX	Goldman Sachs Absolute Return Tracker Fund Class A	Diversified Portfolio	May 30, 2008	1.10%	-0.29%	4.66%	1.88%	47
GCBLX	Green Century Balanced Fund	Diversified Portfolio	Mar 17, 1992	1.46%	-2.82%	7.42%	5.00%	29
GCOZX	GuideStone Funds Growth Allocation Fund	Diversified Portfolio	Aug 26, 2001	0.39%	-1.79%	8.23%	9.77%	46
GDMYX	GuideStone Funds Defensive Market Strategies Fund	Diversified Portfolio	Aug 31, 2011	0.66%	-2.13%	5.04%	10.44%	38
GFIZX	GuideStone Funds Conservative Allocation Fund	Diversified Portfolio	Aug 26, 2001	0.41%	-0.97%	4.07%	5.75%	66
GGIZX	GuideStone Funds Balanced Allocation Fund	Diversified Portfolio	Aug 26, 2001	0.38%	-1.42%	5.92%	8.34%	52
GLRBX	James Balanced: Golden Rainbow Fund	Diversified Portfolio	Jun 30, 1991	1.18%	-0.09%	4.45%	4.99%	81
GPMIX	GuidePath Multi-Asset Income Allocation Fund	Diversified Portfolio	Aug 30, 2012	0.59%	3.05%	5.44%	3.79%	70
GPTCX	GuidePath Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2011	0.45%	0.25%	5.84%	3.81%	65
GRSPX	Greenspring Fund	Diversified Portfolio	Jun 30, 1983	1.09%	7.69%	9.20%	8.73%	36
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	Oct 11, 1994	0.79%	0.96%	6.85%	5.31%	67
GWPAX	American Funds Growth Portfolio Class A	Diversified Portfolio	May 18, 2012	0.73%	-4.53%	12.00%	6.02%	55

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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