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
MACHX	Mutual of America Composite Fund	Diversified Portfolio	Nov 29, 2021	0.54%	-0.46%	—	11.81%	74
MACIX	MFS Conservative Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.58%	-0.77%	5.82%	6.12%	48
MACPX	BlackRock Sustainable Balanced Fund	Diversified Portfolio	Nov 7, 1973	0.50%	0.58%	9.76%	8.74%	76
MAGSX	Madison Aggressive Allocation Fund	Diversified Portfolio	Jun 29, 2006	0.71%	-0.25%	6.68%	6.18%	33
MAMOX	MoA Moderate Allocation Fund	Diversified Portfolio	May 20, 2003	0.35%	-0.57%	—	10.67%	59
MAPOX	Mairs & Power Balanced Fund	Diversified Portfolio	Jan 9, 1961	0.69%	-1.34%	6.96%	3.06%	14
MBAIX	MainStay Balanced Fund	Diversified Portfolio	Apr 30, 1989	0.81%	-0.79%	7.02%	6.15%	32
MBAPX	Praxis Genesis Balanced Portfolio	Diversified Portfolio	Dec 30, 2009	0.47%	-0.32%	6.98%	4.89%	60
MBLAX	Madison Diversified Income Fund	Diversified Portfolio	Dec 28, 1997	1.11%	1.38%	6.41%	3.97%	39
MCKIX	MainStay Conservative Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.10%	-1.68%	5.12%	3.35%	49
MCNAX	Madison Conservative Allocation Fund	Diversified Portfolio	Jun 29, 2006	0.71%	-0.59%	3.82%	2.36%	44
MCONX	Praxis Genesis Conservative Portfolio	Diversified Portfolio	Dec 30, 2009	0.58%	-0.66%	3.99%	4.66%	59
MDCPX	BlackRock Balanced Capital Fund Investor A Shares	Diversified Portfolio	Nov 8, 1973	0.78%	0.48%	9.47%	8.57%	72
MGAFX	Praxis Genesis Growth Portfolio	Diversified Portfolio	Dec 30, 2009	0.48%	-0.25%	9.89%	4.44%	57
MGDIX	MainStay Growth Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.10%	-0.91%	7.79%	5.15%	47
MGWIX	MFS Growth Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.69%	-0.47%	9.29%	8.28%	45
MGXIX	MainStay Equity Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.12%	-1.33%	9.04%	6.20%	44
MHEFX	MH Elite Fund of Funds Fund	Diversified Portfolio	Jan 12, 2004	1.25%	-11.54%	7.96%	0.00%	6
MHELX	MH Elite Small Cap Fund of Funds Fund	Diversified Portfolio	Aug 31, 1998	1.25%	4.07%	7.96%	6.93%	59
MIAGX	MFS Aggressive Growth Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.13%	-0.43%	10.54%	7.85%	41

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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