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
QSPMX	Quantified Pattern Recognition Fund	Diversified Portfolio	Aug 29, 2019	1.55%	-6.02%	—	1.58%	58
RALVX	Russell Investments LifePoints Growth Strategy Fun...	Diversified Portfolio	Mar 23, 1998	0.75%	-0.54%	7.64%	11.08%	59
RBAIX	T. Rowe Price Balanced Fund I Class	Diversified Portfolio	Dec 17, 2015	0.47%	-0.63%	9.10%	7.59%	60
RBBAX	Columbia Income Builder Fund	Diversified Portfolio	Feb 15, 2006	0.37%	0.91%	5.20%	3.63%	82
RBLVX	Russell Investments LifePoints Balanced Strategy F...	Diversified Portfolio	Mar 23, 1998	0.76%	-0.26%	5.78%	6.44%	63
RCLVX	Russell Investments LifePoints Conservative Strate...	Diversified Portfolio	Mar 23, 1998	0.67%	0.00%	2.64%	2.79%	63
RELVX	Russell Investments LifePoints Equity Growth Strat...	Diversified Portfolio	Mar 23, 1998	0.72%	-0.57%	8.42%	10.21%	58
RINFX	American Funds Conservative Growth and Income Port...	Diversified Portfolio	May 18, 2012	0.36%	-0.28%	7.18%	5.06%	66
RIRGX	American Funds Capital Income Builder Fund Class R...	Diversified Portfolio	Jul 30, 1987	0.26%	2.18%	7.74%	7.94%	79
RLBGX	American Funds American Balanced Fund Class R-6	Diversified Portfolio	Jul 26, 1975	0.25%	-0.54%	9.59%	8.65%	81
RLIIX	RiverFront Asset Allocation Growth & Income	Diversified Portfolio	Aug 1, 2010	0.25%	0.67%	6.70%	6.19%	71
RMLVX	Russell Investments LifePoints Moderate Strategy F...	Diversified Portfolio	Mar 23, 1998	0.74%	-0.20%	4.01%	2.28%	67
RMYYX	Russell Investments Multi-Strategy Income Fund	Diversified Portfolio	Apr 30, 2015	0.57%	0.88%	5.09%	3.49%	79
RPBAX	T. Rowe Price Balanced Fund	Diversified Portfolio	Dec 29, 1939	0.57%	-0.67%	8.29%	7.44%	57
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	Apr 30, 1992	1.00%	0.95%	10.04%	6.39%	71
RQIIX	RESQ Strategic Income Fund	Diversified Portfolio	Dec 19, 2013	1.80%	-0.37%	-1.94%	2.47%	2
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-2.31%	—	10.06%	41
SABPX	Principal Strategic Asset Management Balanced Port...	Diversified Portfolio	Jul 24, 1996	0.60%	-0.48%	8.24%	10.58%	55
SACAX	Principal SAM Strategic Growth Portfolio	Diversified Portfolio	Jul 24, 1996	0.61%	-0.47%	11.21%	12.05%	48
SAGPX	Principal Strategic Asset Management Conservative ...	Diversified Portfolio	Jul 24, 1996	0.60%	-0.41%	10.09%	13.51%	51

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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