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
JLGSX	John Hancock Funds Multi-Index Lifestyle Growth Po...	Diversified Portfolio	Dec 29, 2013	0.32%	0.35%	8.95%	4.17%	62
JLMRX	John Hancock Funds Multi-Index Lifestyle Moderate ...	Diversified Portfolio	Dec 29, 2013	0.45%	-0.17%	5.63%	2.69%	63
JNBSX	JPMorgan Income Builder Fund	Diversified Portfolio	May 30, 2007	0.60%	0.22%	5.87%	5.28%	73
JPDVX	JPMorgan Diversified Fund	Diversified Portfolio	Sep 9, 1993	0.60%	-3.31%	7.71%	14.10%	27
LABFX	Lord Abbett Multi-Asset Balanced Opportunity Fund	Diversified Portfolio	Dec 26, 1994	0.50%	-1.08%	6.93%	2.11%	58
LAGIX	Ladenburg Aggressive Growth Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.46%	8.68%	5.17%	41
LBETX	LGM Risk Managed Total Return Fund	Diversified Portfolio	Jun 11, 2017	2.32%	-2.09%	—	0.38%	6
LGWIX	Ladenburg Growth Fund	Diversified Portfolio	Aug 23, 2015	0.79%	-0.57%	7.60%	4.60%	45
LKBAX	LKCM Balanced Fund	Diversified Portfolio	Dec 29, 1997	0.80%	-1.50%	7.99%	6.11%	20
LKBLX	LK Balanced Fund	Diversified Portfolio	Jun 28, 2012	1.00%	2.56%	7.60%	11.89%	21
LLLRX	Franklin Multi-Asset Growth Fund R	Diversified Portfolio	Jun 2, 2014	1.46%	-2.57%	8.50%	11.45%	43
LMCLX	Miller Income Fund	Diversified Portfolio	Feb 27, 2014	0.96%	2.43%	9.48%	3.51%	32
LNCIX	Ladenburg Income Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.38%	3.20%	3.48%	58
LNOIX	Ladenburg Income & Growth Fund	Diversified Portfolio	Aug 23, 2015	0.85%	-0.37%	4.48%	3.69%	51
LOGOX	Scharf Multi-Asset Opportunity Fund	Diversified Portfolio	Dec 30, 2012	0.97%	-0.29%	7.83%	2.06%	17
LOWIX	Ladenburg Growth & Income Fund	Diversified Portfolio	Aug 23, 2015	0.76%	-0.38%	6.15%	3.61%	49
LSPIX	LoCorr Spectrum Income Fund	Diversified Portfolio	Dec 30, 2013	1.73%	3.28%	5.14%	8.01%	15
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	Dec 28, 2017	0.99%	-1.69%	—	9.53%	58
MAANX	Mutual of America Aggressive Allocation Fund	Diversified Portfolio	Nov 29, 2021	0.05%	0.00%	—	10.68%	48
MACAX	Mutual of America Conservative Allocation Fund	Diversified Portfolio	Nov 29, 2021	0.08%	-0.76%	—	7.25%	62

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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