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
POAAX	Pacific Funds Portfolio Optimization Conservative	Diversified Portfolio	Dec 30, 2003	0.60%	-0.19%	3.93%	3.84%	68
POBAX	Pacific Funds Portfolio Optimization Moderate-Cons...	Diversified Portfolio	Dec 30, 2003	0.60%	-0.63%	5.45%	3.07%	58
POCAX	Pacific Funds Portfolio Optimization Moderate	Diversified Portfolio	Dec 30, 2003	0.60%	-1.23%	7.19%	7.46%	52
PODAX	Pacific Funds Portfolio Optimization Growth	Diversified Portfolio	Dec 30, 2003	0.60%	-0.84%	8.57%	9.75%	51
POEAX	Pacific Funds Portfolio Optimization Aggressive-Gr...	Diversified Portfolio	Dec 30, 2003	0.60%	-0.95%	9.91%	7.80%	52
PPRMX	PIMCO Inflation Response Multi-Asset Fund	Diversified Portfolio	Aug 30, 2011	0.76%	4.21%	7.72%	2.42%	91
PRCFX	T. Rowe Price Capital Appreciation and Income Fund	Diversified Portfolio	Nov 29, 2023	0.65%	-2.08%	—	3.26%	54
PRCHX	T. Rowe Price Capital Appreciation and Income Fund...	Diversified Portfolio	Nov 29, 2023	0.49%	-1.84%	—	5.16%	73
PRPDX	Permanent Portfolio Fund Class A	Diversified Portfolio	May 31, 2016	1.06%	4.51%	—	2.96%	89
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	Nov 30, 1982	0.81%	4.57%	11.09%	3.12%	89
PRSIX	T. Rowe Price Spectrum Conservative Allocation Fun...	Diversified Portfolio	Jul 28, 1994	0.36%	0.05%	6.46%	7.24%	67
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	Jun 30, 1986	0.68%	-2.85%	11.46%	16.18%	78
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio, Actively Managed	Aug 31, 2007	0.61%	-4.91%	12.91%	3.25%	9
PSQGX	Port Street Quality Growth Fund	Diversified Portfolio	Mar 30, 2014	0.97%	-3.20%	7.13%	15.62%	28
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	Dec 29, 2010	0.25%	11.12%	7.13%	8.03%	89
PVFIX	Pinnacle Value Fund	Diversified Portfolio	Mar 31, 2003	1.24%	4.96%	6.93%	9.00%	63
PWTYX	UBS U.S. Allocation Fund	Diversified Portfolio	May 9, 1993	0.70%	-2.75%	8.99%	9.65%	41
PZRMX	PIMCO Inflation Response Multi-Asset Fund	Diversified Portfolio	Aug 31, 2001	1.18%	4.20%	7.35%	2.25%	90
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	Aug 8, 2013	1.31%	-0.13%	0.91%	4.48%	19
QIBGX	Federated Hermes MDT Balanced Fund	Diversified Portfolio	Sep 30, 2002	1.06%	-2.28%	10.55%	9.06%	33

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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