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
SWKRX	Schwab Monthly Income Fund - Enhanced Payout	Diversified Portfolio	Mar 27, 2008	0.00%	3.90%	4.53%	3.94%	74
SWLRX	Schwab Monthly Income Fund - Maximum Payout	Diversified Portfolio	Mar 27, 2008	0.00%	2.33%	3.40%	4.21%	74
SWOBX	Schwab Balanced Fund™	Diversified Portfolio	Nov 17, 1996	0.00%	-2.24%	8.21%	5.60%	51
SXMAX	SEI Asset Allocation Trust Moderate Strategy Alloc...	Diversified Portfolio	Nov 13, 2003	0.35%	0.56%	7.69%	15.11%	34
TAAAX	Thrivent Aggressive Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.93%	-1.56%	10.79%	7.76%	45
TAAFX	Transamerica Asset Allocation Intermediate Horizon	Diversified Portfolio	Sep 10, 2000	0.35%	-1.41%	6.56%	21.57%	37
TAIAX	American Funds Tax-Aware Conservative Growth and I...	Diversified Portfolio	May 17, 2012	0.34%	-0.59%	7.34%	5.21%	65
TAIFX	American Funds Tax-Aware Conservative Growth & Inc...	Diversified Portfolio	May 18, 2012	0.70%	-0.32%	7.33%	5.44%	68
TALFX	Transamerica Asset Allocation Long Horizon	Diversified Portfolio	Sep 10, 2000	0.35%	-2.47%	9.31%	47.69%	30
TBLRX	Transamerica Balanced II	Diversified Portfolio	Jul 4, 1994	1.07%	-2.72%	—	31.65%	46
TCAAX	Thrivent Moderately Conservative Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.82%	-1.11%	5.10%	5.74%	59
TCGAX	Timothy Plan Conservative Growth Fund	Diversified Portfolio	Oct 4, 2000	1.04%	1.81%	3.99%	1.12%	49
TCSIX	TIAA-CREF Lifestyle Conservative Fund	Diversified Portfolio	Dec 8, 2011	0.10%	-1.41%	5.87%	5.00%	59
TGPCX	TCW Conservative Allocation Fund	Diversified Portfolio	Nov 15, 2006	0.41%	0.17%	5.53%	4.58%	45
THMAX	Thrivent Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.79%	-1.82%	7.83%	6.88%	51
THPBX	BNY Mellon Balanced Opportunity Fund	Diversified Portfolio	Mar 15, 1987	0.90%	-2.94%	7.74%	8.55%	45
TIBIX	Thornburg Investment Income Builder Fund Class I	Diversified Portfolio	Dec 24, 2002	0.93%	10.64%	12.26%	5.36%	98
TIGIX	Timothy Plan Growth & Income Fund	Diversified Portfolio	Sep 30, 2013	1.02%	3.92%	3.26%	1.89%	26
TIMIX	TIAA-CREF Managed Allocation Fund	Diversified Portfolio	Mar 30, 2006	0.00%	-1.74%	7.68%	6.96%	56
TLRIX	TIAA-CREF Lifecycle Retirement Income Fund	Diversified Portfolio	Nov 29, 2007	0.26%	-1.26%	5.76%	4.64%	64

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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