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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Janus Henderson Balanced FundDiversified PortfolioAug 31, 19920.70%
-4.95%
9.42%
8.76%
40
James Aggressive Allocation FundDiversified PortfolioJun 30, 20151.01%
1.23%
7.19%
0.55%
77
Janus Henderson Balanced Fund Class ADiversified PortfolioSep 1, 19920.89%
-4.97%
10.02%
8.64%
38
John Hancock Variable Insurance Trust Managed Vola...Diversified PortfolioJan 6, 19970.17%
-0.82%
4.07%
6.83%
26
John Hancock Variable Insurance Trust Managed Vola...Diversified PortfolioJan 6, 19970.18%
-0.39%
1.92%
3.82%
37
John Hancock Variable Insurance Trust Managed Vola...Diversified PortfolioJan 6, 19970.18%
-0.94%
5.04%
8.28%
24
John Hancock Variable Insurance Trust Managed Vola...Diversified PortfolioJan 6, 19970.17%
-0.76%
3.67%
5.34%
30
John Hancock Variable Insurance Trust Lifestyle Ba...Diversified PortfolioOct 31, 20130.12%
-0.58%
8.30%
52
John Hancock Variable Insurance Trust Lifestyle Co...Diversified PortfolioOct 31, 20130.13%
-0.34%
3.59%
56
John Hancock Variable Insurance Trust Lifestyle Gr...Diversified PortfolioOct 31, 20130.11%
-0.62%
10.41%
48
John Hancock Variable Insurance Trust Lifestyle Mo...Diversified PortfolioOct 31, 20130.13%
-0.46%
5.87%
53
John Hancock Funds II Multi-Asset High Income FundDiversified PortfolioNov 13, 20140.64%
0.81%
5.33%
5.57%
77
John Hancock Funds Multi-Index Lifestyle Balanced ...Diversified PortfolioDec 29, 20130.38%
0.08%
7.30%
2.29%
62
John Hancock Funds Multi-Index Lifestyle Aggressiv...Diversified PortfolioDec 29, 20130.27%
0.39%
10.38%
4.97%
61
John Hancock Funds II Multimanager Lifestyle Aggre...Diversified PortfolioOct 13, 20050.15%
-0.20%
8.69%
1.88%
6
John Hancock Funds II Multimanager Lifestyle Balan...Diversified PortfolioOct 13, 20050.20%
-0.15%
6.62%
2.59%
8
John Hancock Funds II Multimanager Lifestyle Conse...Diversified PortfolioOct 13, 20050.24%
-0.81%
4.16%
3.40%
67
John Hancock Funds II Multimanager Lifestyle Growt...Diversified PortfolioOct 13, 20050.17%
-0.07%
7.71%
2.38%
6
John Hancock Funds II Multimanager Lifestyle Moder...Diversified PortfolioOct 13, 20050.21%
-0.40%
5.44%
3.00%
22
John Hancock Funds Multi-Index Lifestyle Conservat...Diversified PortfolioDec 29, 20130.51%
-0.66%
4.11%
3.15%
70

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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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