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
BERIX	Chartwell Income Fund	Diversified Portfolio	Sep 2, 1987	0.64%	3.32%	4.97%	3.02%	95
BIAPX	BlackRock 80/20 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.10%	-1.22%	9.44%	6.06%	67
BICPX	BlackRock 20/80 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	-0.17%	3.87%	4.41%	71
BIGPX	BlackRock 60/40 Target Allocation Fund Class I	Diversified Portfolio	Dec 21, 2006	0.43%	-0.93%	7.78%	8.05%	70
BIICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	Apr 6, 2008	0.55%	-0.34%	5.26%	6.13%	67
BIMBX	BlackRock Systematic Multi-Strategy Class I	Diversified Portfolio	May 19, 2015	0.98%	1.25%	4.73%	2.24%	24
BIMPX	BlackRock 40/60 Target Allocation Fund	Diversified Portfolio	Dec 20, 2006	0.11%	-0.80%	6.18%	5.73%	71
BLDIX	BlackRock Managed Income Fund	Diversified Portfolio	Oct 18, 2007	0.41%	-0.62%	4.26%	5.17%	64
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	Dec 30, 2019	1.27%	7.23%	—	0.69%	55
BLPAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 18, 2012	0.66%	-0.70%	8.55%	5.87%	71
BRUFX	Bruce Fund	Diversified Portfolio	Mar 20, 1968	0.68%	7.82%	7.52%	5.89%	80
BTBFX	Boston Trust Asset Management Fund	Diversified Portfolio	Nov 30, 1995	0.83%	-3.47%	8.27%	12.32%	14
BVDAX	BlackRock 60/40 Target Allocation ETF VI Fund	Diversified Portfolio	Apr 29, 2014	0.19%	-1.14%	—	6.36%	63
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	Dec 28, 2017	0.05%	-6.96%	—	8.18%	18
CAAAX	Calvert Growth Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.43%	-2.48%	9.54%	4.10%	35
CAAMX	Invesco Select Risk: Moderately Conservative Inves...	Diversified Portfolio	Apr 28, 2005	0.44%	0.40%	4.56%	2.99%	71
CAIBX	American Funds Capital Income Builder Class A	Diversified Portfolio	Jul 30, 1987	0.59%	2.02%	7.58%	7.63%	79
CAPAX	Federated Hermes Capital Income Fund	Diversified Portfolio	May 26, 1988	0.88%	-1.21%	5.86%	3.75%	73
CBAAX	American Funds Moderate Growth and Income Portfoli...	Diversified Portfolio	May 17, 2012	0.35%	-0.75%	8.51%	5.85%	71
CBAIX	Calvert Balanced Fund Class I	Diversified Portfolio	Dec 28, 2004	0.65%	-4.04%	9.12%	5.08%	32

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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