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
SAIPX	Principal Strategic Asset Management Conservative ...	Diversified Portfolio	Jul 24, 1996	0.61%	-0.47%	5.86%	7.57%	60
SAMIX	Saratoga Moderately Aggressive Balanced Allocation...	Diversified Portfolio	Dec 28, 2017	0.99%	-2.24%	—	10.49%	43
SAUPX	Principal SAM Flexible Income Portfolio	Diversified Portfolio	Jul 24, 1996	0.60%	-0.11%	4.45%	3.45%	66
SBBAX	Franklin Multi-Asset Conservative Growth Fund	Diversified Portfolio	Feb 4, 1996	0.44%	-1.80%	6.73%	9.85%	47
SBCPX	Franklin Multi-Asset Defensive Growth Fund	Diversified Portfolio	Feb 4, 1996	0.52%	-1.32%	4.76%	4.79%	50
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-2.31%	—	10.36%	45
SCD	LMP Capital and Income Fund Inc.	Diversified Portfolio	—	—	3.34%	13.22%	9.60%	7
SCGRX	Franklin Multi-Asset Moderate Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	-2.14%	8.04%	10.70%	44
SCHAX	Franklin Multi-Asset Growth Fund	Diversified Portfolio	Feb 4, 1996	0.43%	-2.58%	8.85%	11.36%	42
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	Diversified Portfolio	Apr 8, 2012	0.62%	0.00%	3.02%	1.88%	84
SCORX	Sextant Core Fund	Diversified Portfolio	Mar 29, 2007	0.90%	1.46%	7.74%	2.11%	76
SEBLX	Touchstone Balanced Fund	Diversified Portfolio	Nov 15, 1938	0.99%	-4.42%	10.54%	5.26%	30
SFAAX	Allspring Index Asset Allocation Fund	Diversified Portfolio	Nov 12, 1986	1.08%	-2.22%	8.54%	12.95%	43
SFBPX	Great-West SecureFoundation Balanced ETF Fund	Diversified Portfolio	Jan 22, 2012	0.23%	0.52%	7.09%	9.01%	68
SGOAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	-0.38%	10.14%	11.47%	58
SIBAX	SIT Balanced Fund	Diversified Portfolio	Dec 30, 1993	0.91%	-4.60%	9.62%	3.55%	44
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	Diversified Portfolio	Nov 16, 2003	0.51%	1.09%	3.44%	2.84%	85
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	Apr 8, 2012	0.90%	9.22%	3.93%	4.17%	90
SISAX	SEI Asset Allocation Trust Tax-Managed Aggressive ...	Diversified Portfolio	Nov 16, 2003	0.35%	-0.40%	10.15%	10.41%	58
SKTAX	SEI Asset Allocation Trust Core Market Strategy Al...	Diversified Portfolio	Nov 16, 2003	0.61%	-0.41%	10.11%	17.18%	58

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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