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
MMAIX	MFS Moderate Allocation Fund	Diversified Portfolio	Jun 27, 2002	0.65%	-0.69%	7.53%	7.65%	44
MMDAX	Madison Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2006	0.71%	-0.27%	5.65%	6.14%	38
MMRIX	MainStay Moderate Allocation Fund	Diversified Portfolio	Apr 3, 2005	0.09%	-0.70%	6.58%	5.55%	52
MNBAX	Manning & Napier Pro-Blend Extended Term Series	Diversified Portfolio	Oct 11, 1993	1.02%	-3.97%	6.46%	10.56%	13
MOGAX	MassMutual 60/40 Allocation Fund	Diversified Portfolio	Jun 19, 2011	0.61%	—	—	3.65%	—
MPBLX	BNY Mellon Asset Allocation Fund	Diversified Portfolio	Oct 1, 2000	0.41%	-1.54%	8.24%	6.36%	56
MSFRX	MFS Total Return Fund	Diversified Portfolio	Oct 5, 1970	0.72%	1.29%	8.03%	8.66%	38
MUTHX	Franklin Mutual Shares Fund	Diversified Portfolio	Jun 30, 1949	0.75%	-2.20%	7.27%	7.75%	10
MXAPX	Great-West Aggressive Profile Fund	Diversified Portfolio	Sep 15, 1999	0.45%	0.50%	8.14%	8.95%	33
MXBPX	Great-West Moderately Aggressive Profile Fund	Diversified Portfolio	Sep 15, 1999	0.42%	0.40%	7.03%	5.90%	39
MXCPX	Great-West Conservative Profile Fund	Diversified Portfolio	Sep 29, 1999	0.37%	0.39%	3.76%	3.44%	59
MXDPX	Great-West Moderately Conservative Profile Fund	Diversified Portfolio	Sep 26, 1999	0.37%	0.48%	5.01%	5.25%	47
MXMPX	Great-West Moderate Profile Fund	Diversified Portfolio	Sep 15, 1999	0.39%	0.46%	5.96%	7.56%	37
MXSHX	Great-West SecureFoundation Balanced Fund	Diversified Portfolio	Nov 12, 2009	0.53%	0.49%	6.59%	3.55%	55
NAARX	American Funds Retirement Income Portfolio - Conse...	Diversified Portfolio	Aug 27, 2015	0.34%	0.08%	5.36%	2.78%	69
NADCX	Nationwide Investor Destinations Moderately Conser...	Diversified Portfolio	Mar 29, 2000	0.50%	-0.11%	4.96%	4.80%	61
NADMX	Nationwide Investor Destinations Moderate Fund	Diversified Portfolio	Mar 29, 2000	0.53%	-0.05%	6.68%	7.37%	62
NAINX	Virtus Tactical Allocation Fund	Diversified Portfolio	Sep 5, 1940	1.00%	-5.86%	7.53%	17.10%	4
NBARX	American Funds Retirement Income Portfolio - Moder...	Diversified Portfolio	Aug 27, 2015	0.32%	0.29%	6.77%	5.15%	73
NBGPX	Columbia Capital Allocation Moderate Aggressive Po...	Diversified Portfolio	Oct 14, 1996	0.14%	-1.27%	8.50%	7.95%	70

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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