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
OYCIX	Invesco Select Risk: Conservative Investor Fund	Diversified Portfolio	Apr 4, 2005	0.17%	0.67%	3.86%	3.82%	75
OYMIX	Invesco Select Risk: Moderate Investor Fund	Diversified Portfolio	Apr 4, 2005	0.13%	0.58%	6.81%	4.66%	56
PABAX	Putnam Dynamic Asset Allocation Balanced Fund	Diversified Portfolio	Feb 6, 1994	0.94%	-0.89%	8.08%	6.78%	62
PABFX	PGIM Balanced Fund	Diversified Portfolio	Jan 3, 1993	0.78%	-0.70%	9.05%	9.58%	71
PACAX	Putnam Dynamic Asset Allocation Conservative Fund	Diversified Portfolio	Feb 6, 1994	0.98%	-0.18%	4.91%	4.13%	71
PAEAX	Putnam Dynamic Asset Allocation Growth Fund	Diversified Portfolio	Feb 7, 1994	1.03%	-0.79%	10.27%	6.88%	63
PALDX	PGIM 60/40 Allocation Fund	Diversified Portfolio	Sep 12, 2017	0.03%	-1.07%	—	5.48%	64
PAXWX	Pax Sustainable Allocation Fund	Diversified Portfolio	Aug 9, 1971	0.30%	-2.53%	7.80%	9.89%	38
PCAFX	Prospector Capital Appreciation Fund	Diversified Portfolio	Sep 27, 2007	1.25%	—	—	43.17%	—
PDCZX	PGIM Income Builder Fund	Diversified Portfolio	Nov 17, 1998	0.18%	3.19%	7.03%	4.48%	79
PFJDX	PFG JP Morgan Tactical Moderate Strategy Fund	Diversified Portfolio	Mar 14, 2018	2.05%	-1.85%	—	6.07%	40
PFTSX	PFG Tactical Income Strategy Fund	Diversified Portfolio	Apr 30, 2020	2.03%	-1.12%	—	1.77%	60
PGEOX	George Putnam Balanced Fund	Diversified Portfolio	Nov 5, 1937	0.94%	-1.48%	9.33%	7.91%	65
PIRMX	PIMCO Inflation Response Multi-Asset Fund Institut...	Diversified Portfolio	Aug 31, 2011	1.91%	4.32%	7.69%	2.48%	91
PIYFX	Invesco Multi-Asset Income Fund	Diversified Portfolio	Dec 13, 2011	0.59%	-0.33%	4.06%	6.45%	47
PLBBX	Plumb Balanced Fund	Diversified Portfolio	May 23, 2007	1.19%	-1.19%	9.30%	9.50%	39
PLUSX	DWS Multi-Asset Moderate Allocation Fund	Diversified Portfolio	Oct 31, 2004	0.60%	-0.51%	6.86%	2.71%	56
PMAIX	Pioneer Multi-Asset Income Fund A	Diversified Portfolio, Dividend	Dec 22, 2011	0.85%	1.88%	8.54%	5.76%	92
PMEFX	Penn Mutual Am 1847 Income Fund	Diversified Portfolio	Jul 30, 2020	0.65%	0.00%	—	7.34%	5
PMFKX	Victory Pioneer Multi-Asset Income Class R-6	Diversified Portfolio	Dec 22, 2011	0.55%	2.05%	9.01%	5.98%	93

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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