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
NCBGX	New Covenant Balanced Growth Fund	Diversified Portfolio	Jun 30, 1999	0.13%	-2.10%	8.18%	9.21%	51
NCBIX	New Covenant Balanced Income Fund	Diversified Portfolio	Jun 30, 1999	0.15%	-1.17%	5.41%	6.22%	67
NDAAX	Nationwide Investor Destinations Aggressive Fund	Diversified Portfolio	Mar 29, 2000	0.53%	0.09%	9.34%	10.68%	58
NDARX	American Funds Retirement Income Portfolio - Enhan...	Diversified Portfolio	Aug 27, 2015	0.34%	-0.07%	7.97%	5.24%	71
NDCAX	Nationwide Investor Destinations Conservative Fund	Diversified Portfolio	Mar 29, 2000	0.51%	-0.10%	3.28%	3.66%	57
NDMAX	Nationwide Investor Destinations Moderately Aggres...	Diversified Portfolio	Mar 29, 2000	0.52%	0.25%	8.34%	9.30%	62
NIPAX	Columbia Capital Allocation Moderate Conservative ...	Diversified Portfolio	Oct 14, 1996	0.16%	-1.14%	5.26%	3.48%	66
NSOIX	North Star Opportunity Fund	Diversified Portfolio	Dec 14, 2011	1.30%	-3.29%	8.16%	6.30%	39
NWQIX	Nuveen Flexible Income Fund	Diversified Portfolio	Dec 8, 2009	0.70%	1.33%	5.55%	6.10%	96
OAAYX	Invesco Active Allocation Fund	Diversified Portfolio	Apr 4, 2005	0.23%	-0.07%	7.92%	5.31%	61
OAKBX	Oakmark Equity and Income Fund	Diversified Portfolio	Oct 31, 1995	0.83%	-2.88%	8.86%	2.27%	15
OGIAX	JPMorgan Investor Balanced A	Diversified Portfolio	Feb 5, 1998	0.97%	-1.56%	7.78%	5.50%	50
OIBFX	JPMorgan Investor Balanced Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.56%	7.43%	5.68%	52
ONCFX	JPMorgan Investor Conservative Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-0.60%	5.31%	4.46%	67
ONGFX	JPMorgan Investor Growth & Income Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-1.80%	9.16%	4.65%	47
ONGIX	JPMorgan Investor Growth and Income Fund Class A	Diversified Portfolio	Dec 10, 1996	0.95%	-1.80%	8.97%	4.35%	47
ONIFX	JPMorgan Investor Growth Fund	Diversified Portfolio	Dec 9, 1996	0.32%	-2.04%	11.01%	3.47%	45
ORILX	North Square Multi Strategy Fund	Diversified Portfolio	Feb 28, 1999	0.79%	-0.79%	9.84%	11.59%	38
OSTVX	Osterweis Growth & Income Fund	Diversified Portfolio	Aug 30, 2010	0.93%	-1.95%	8.20%	3.03%	42
OYAIX	Invesco Select Risk: High Growth Investor Fund	Diversified Portfolio	Apr 4, 2005	0.14%	-0.13%	8.52%	5.50%	49

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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