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
ICMBX	Intrepid Capital Fund	Diversified Portfolio	Jan 2, 2005	1.40%	-1.42%	5.76%	0.97%	47
IHAYX	Hartford Multi-Asset Income Fund	Diversified Portfolio	Jul 21, 1996	0.74%	-0.21%	5.93%	6.54%	72
IIFIX	Voya Balanced Income Portfolio	Diversified Portfolio	Apr 27, 2006	0.60%	-0.85%	6.09%	5.75%	6
IIRGX	Voya Retirement Growth Portfolio	Diversified Portfolio	Apr 27, 2006	0.26%	-1.59%	9.07%	30.01%	49
IMLAX	Transamerica Asset Allocation Moderate Growth Port...	Diversified Portfolio	Feb 28, 2002	0.47%	-1.84%	8.02%	7.03%	59
IMOAX	Transamerica Asset Allocation Moderate Portfolio F...	Diversified Portfolio	Feb 28, 2002	0.47%	-1.37%	6.33%	6.40%	61
INPAX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	May 17, 2012	0.33%	-0.35%	6.89%	4.89%	66
INPFX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	May 18, 2012	0.66%	0.24%	7.01%	5.52%	72
IOEZX	ICON Equity Income Fund	Diversified Portfolio	May 9, 2004	1.00%	9.94%	8.40%	2.47%	63
IPFCX	Poplar Forest Cornerstone Fund	Diversified Portfolio	Dec 30, 2014	0.90%	1.25%	8.91%	9.30%	51
IRCPX	Voya Retirement Conservative Portfolio	Diversified Portfolio	Oct 30, 2007	0.28%	-0.53%	4.20%	17.26%	73
IRGMX	Voya Retirement Moderate Growth Portfolio	Diversified Portfolio	Apr 27, 2006	0.26%	-1.63%	8.00%	23.37%	52
IRMIX	Voya Retirement Moderate Portfolio	Diversified Portfolio	Apr 27, 2006	0.27%	-0.89%	6.10%	11.28%	65
ISFYX	Lord Abbett Multi-Asset Income Fund	Diversified Portfolio	Jun 29, 2005	0.24%	-0.71%	6.28%	3.25%	69
ISGJX	Voya Solution Balanced Portfolio	Diversified Portfolio	Jul 1, 2007	0.34%	-2.08%	7.75%	5.17%	44
ITCSX	VY T. Rowe Price Capital Appreciation Portfolio	Diversified Portfolio	Jan 23, 1989	0.89%	-3.36%	10.21%	16.51%	15
ITRAX	VY® T. Rowe Price Capital Appreciation Portfolio	Diversified Portfolio	Dec 16, 2003	1.24%	-3.41%	9.85%	17.94%	15
IUAIX	VY Invesco Equity and Income Portfolio	Diversified Portfolio	Dec 9, 2001	0.64%	0.57%	8.79%	37.35%	31
JABAX	Janus Henderson Balanced Fund Class T	Diversified Portfolio	Sep 1, 1992	0.66%	-4.96%	9.90%	8.67%	39
JABLX	Janus Henderson VIT Balanced Portfolio	Diversified Portfolio	Sep 12, 1993	0.62%	-4.49%	9.67%	5.40%	44

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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