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
HADAX	Hartford Balanced HLS Fund	Diversified Portfolio	Mar 30, 1983	0.62%	-3.38%	8.36%	12.32%	30
HBAAX	Hartford Moderate Allocation Fund	Diversified Portfolio	May 27, 2004	0.53%	-0.90%	7.09%	9.96%	61
HBFBX	Hennessy Balanced Fund	Diversified Portfolio	Mar 7, 1996	0.49%	2.61%	5.73%	1.41%	50
HBLYX	The Hartford Balanced Income Fund	Diversified Portfolio	Jul 30, 2006	0.64%	-0.68%	6.69%	7.02%	33
HCKAX	Hartford Checks and Balances Fund	Diversified Portfolio	May 30, 2007	0.37%	-2.52%	8.41%	7.62%	33
HCMKX	HCM Income Plus Fund	Diversified Portfolio	Nov 8, 2016	2.10%	-6.40%	—	3.91%	47
HCVAX	Hartford Conservative Allocation Fund	Diversified Portfolio	May 27, 2004	0.59%	-0.75%	4.99%	3.21%	65
HDOGX	Hennessy Total Return Fund	Diversified Portfolio	Jul 28, 1998	1.77%	2.13%	6.59%	1.35%	30
HEIIX	Hennessy Equity and Income Fund	Diversified Portfolio	Jun 2, 1997	1.13%	0.48%	7.23%	12.07%	14
HEQ	John Hancock Diversified Income Fund	Diversified Portfolio	May 26, 2011	0.02%	4.57%	7.26%	9.10%	56
HFRO	Highland Funds I - Highland Opportunities and Inco...	Diversified Portfolio	Jan 13, 2000	0.02%	-4.39%	—	8.24%	25
HRAAX	Hartford Growth Allocation Fund	Diversified Portfolio	May 27, 2004	0.53%	-1.23%	9.05%	10.95%	58
HRNOX	Hood River New Opportunities Fund Institutional Cl...	Diversified Portfolio	—	0.95%	3.30%	—	0.00%	91
IAAAX	Transamerica Asset Allocation Growth Portfolio Fun...	Diversified Portfolio	Feb 28, 2002	0.49%	-2.48%	10.04%	7.40%	56
IAGIX	Voya Solution Moderately Aggressive Portfolio	Diversified Portfolio	Apr 29, 2010	0.27%	-2.04%	9.09%	27.58%	42
IAVIX	Voya Solution Aggressive Portfolio	Diversified Portfolio	Apr 30, 2013	0.36%	-2.36%	10.40%	8.21%	42
IBALX	Transamerica Multi-Managed Balanced Fund	Diversified Portfolio	Dec 1, 1994	0.96%	-2.78%	8.91%	6.33%	48
IBNAX	Delaware Ivy Balanced Fund	Diversified Portfolio	Nov 15, 1987	1.10%	-2.50%	8.35%	3.18%	37
ICGIX	Voya Solution Conservative Portfolio	Diversified Portfolio	Apr 29, 2010	0.24%	-1.01%	4.72%	2.58%	52
ICLAX	Transamerica Asset Allocation Conservative Portfol...	Diversified Portfolio	Feb 28, 2002	0.47%	-1.12%	5.13%	3.19%	60

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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