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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 541 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.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Diversified Portfolio
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
BIICX
BlackRock Multi-Asset Income PortfolioDiversified PortfolioApr 6, 20080.55%
0.59%
3.88%
6.05%
BIMBX
BlackRock Systematic Multi-Strategy Class IDiversified PortfolioMay 19, 20150.98%
2.74%
—4.36%
BIMPX
BlackRock 40/60 Target Allocation FundDiversified PortfolioDec 20, 20060.11%
0.49%
5.34%
2.95%
BLDIX
BlackRock Managed Income FundDiversified PortfolioOct 18, 20070.41%
-0.56%
3.56%
5.14%
BLNDX
Standpoint Multi-Asset Fund InstitutionalDiversified PortfolioDec 30, 20191.27%
13.24%
—3.28%
BLPAX
American Funds Moderate Growth and Income Portfoli...Diversified PortfolioMay 18, 20120.66%
2.85%
6.91%
2.21%
BRUFX
Bruce FundDiversified PortfolioMar 20, 19680.68%
0.93%
6.06%
6.40%
BTBFX
Boston Trust Asset Management FundDiversified PortfolioNov 30, 19950.83%
2.64%
8.42%
6.30%
BVDAX
BlackRock 60/40 Target Allocation ETF VI FundDiversified PortfolioApr 29, 20140.19%
2.26%
—1.96%
BWBIX
Baron WealthBuilder FundDiversified PortfolioDec 28, 20170.05%
-1.12%
—0.06%
CAAAX
Calvert Growth Allocation FundDiversified PortfolioJun 29, 20050.43%
3.55%
8.04%
4.31%
CAAMX
Invesco Select Risk: Moderately Conservative Inves...Diversified PortfolioApr 28, 20050.44%
0.39%
3.07%
1.95%
CAIBX
American Funds Capital Income Builder Class ADiversified PortfolioJul 30, 19870.59%
1.41%
4.94%
3.47%
CAPAX
Federated Hermes Capital Income FundDiversified PortfolioMay 26, 19880.88%
1.93%
3.42%
3.37%
CBAAX
American Funds Moderate Growth and Income Portfoli...Diversified PortfolioMay 17, 20120.35%
2.79%
6.89%
2.17%
CBALX
Columbia Balanced FundDiversified PortfolioSep 30, 19910.67%
4.07%
8.36%
1.97%
CCFAX
American Funds College 2036 FundDiversified PortfolioFeb 8, 20180.43%
4.19%
—4.39%
CCLAX
Calvert Conservative Allocation FundDiversified PortfolioApr 28, 20050.41%
-0.35%
4.41%
3.31%
CDGRX
Copeland Dividend Growth FundDiversified PortfolioDec 27, 20101.20%
1.50%
6.27%
3.63%
CDJAX
American Funds College 2039 FundDiversified PortfolioMar 25, 20210.48%
5.19%
—1.55%

41–60 of 541

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.
0%Annualized Volatility0%Annualized Return

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