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
SMGAX	SEI Asset Allocation Trust Conservative Strategy A...	Diversified Portfolio	Nov 16, 2003	0.35%	0.94%	6.45%	8.57%	27
SMICX	Saratoga Moderately Conservative Balanced Allocati...	Diversified Portfolio	Dec 28, 2017	0.99%	-1.73%	—	11.33%	51
SMIFX	Sound Mind Investing Fund	Diversified Portfolio	Dec 1, 2005	1.19%	6.63%	8.75%	5.00%	28
SMILX	SMI Multi-Strategy Fund	Diversified Portfolio	Apr 28, 2015	1.15%	3.70%	5.97%	8.03%	64
SMOAX	SEI Asset Allocation Trust Moderate Strategy Fund	Diversified Portfolio	Nov 16, 2003	0.31%	1.54%	4.79%	3.12%	77
SOKAX	SEI Asset Allocation Trust Core Market Strategy Fu...	Diversified Portfolio	Nov 16, 2003	0.35%	1.29%	5.99%	3.02%	78
SPBAX	DWS Multi-Asset Conservative Allocation Fund	Diversified Portfolio	Nov 14, 1996	0.40%	-0.79%	4.96%	10.59%	56
SQBIX	X-Square Balanced Fund, LLC	Diversified Portfolio	Oct 31, 2019	2.50%	2.10%	—	1.55%	59
SRGIX	Stringer Growth Fund	Diversified Portfolio	Mar 26, 2013	1.05%	—	—	34.07%	—
SRWAX	SEI Asset Allocation Trust Market Growth Strategy ...	Diversified Portfolio	Nov 16, 2003	0.35%	1.16%	7.12%	4.78%	77
SSIAX	1919 Socially Responsive Balanced Fund	Diversified Portfolio	Nov 5, 1992	0.97%	-4.33%	9.46%	1.04%	25
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	Diversified Portfolio	Nov 16, 2003	0.35%	0.54%	2.54%	4.46%	99
STEW	SRH Total Return Fund Inc.	Diversified Portfolio	—	2.28%	-5.86%	—	4.03%	8
STFBX	State Farm Balanced Fund	Diversified Portfolio	Mar 13, 1968	0.14%	0.75%	9.72%	7.12%	78
SVBAX	John Hancock Balanced Fund	Diversified Portfolio	Oct 4, 1992	1.03%	0.09%	9.23%	12.48%	79
SWBGX	Schwab MarketTrack Balanced Portfolio™	Diversified Portfolio	Nov 19, 1995	0.40%	0.15%	7.64%	7.68%	66
SWCGX	Schwab MarketTrack Conservative Portfolio™	Diversified Portfolio	Nov 19, 1995	0.42%	-0.26%	5.43%	6.18%	64
SWEGX	Schwab MarketTrack All Equity Portfolio™	Diversified Portfolio	May 19, 1998	0.39%	0.31%	11.73%	7.29%	63
SWHGX	Schwab MarketTrack Growth Portfolio™	Diversified Portfolio	Nov 19, 1995	0.39%	0.15%	9.66%	9.57%	63
SWJRX	Schwab Monthly Income Fund - Moderate Payout	Diversified Portfolio	Mar 27, 2008	0.00%	3.86%	5.16%	4.27%	75

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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