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
TMAAX	Thrivent Moderately Aggressive Allocation Fund Cla...	Diversified Portfolio	Jun 30, 2005	1.33%	-1.31%	9.09%	7.38%	51
TNVDX	1290 DoubleLine Dynamic Allocation Fund	Diversified Portfolio	Mar 6, 2016	1.27%	-0.10%	—	7.69%	64
TNXAX	1290 Loomis Sayles Multi-Asset Income Fund Class A	Diversified Portfolio	Mar 7, 2016	1.14%	-0.14%	—	7.47%	61
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	Nov 3, 2009	1.37%	9.78%	7.38%	0.73%	92
TRAIX	T. Rowe Price Capital Appreciation Fund - I Class	Diversified Portfolio	Dec 17, 2015	0.59%	-2.80%	11.59%	16.33%	78
TRIFX	Catalyst/SMH Total Return Income Fund	Diversified Portfolio	May 20, 2008	1.58%	-0.87%	9.24%	5.89%	13
TRILX	TIAA-CREF Lifecycle Index Retirement Income Fund	Diversified Portfolio	Sep 29, 2009	0.10%	-0.69%	5.96%	3.01%	69
TRPBX	T. Rowe Price Spectrum Moderate Allocation Fund	Diversified Portfolio	Jul 28, 1994	0.51%	0.04%	8.18%	8.50%	58
TRRIX	T. Rowe Price Retirement Balanced Fund	Diversified Portfolio	Sep 30, 2002	0.49%	0.01%	6.36%	6.14%	69
TRSGX	T. Rowe Price Spectrum Moderate Growth Allocation ...	Diversified Portfolio	Jul 28, 1994	0.61%	-0.05%	9.66%	6.68%	54
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	Diversified Portfolio	Dec 8, 2011	0.04%	-2.21%	11.00%	7.55%	53
TSGAX	Timothy Plan Strategic Growth Fund	Diversified Portfolio	Oct 4, 2000	1.09%	2.54%	5.29%	1.14%	50
TSGGX	TIAA-CREF Lifestyle Growth Fund	Diversified Portfolio	Dec 8, 2011	0.08%	-1.70%	9.25%	7.26%	56
TSHIX	Transamerica Multi-Asset Income	Diversified Portfolio	Mar 2, 2014	0.72%	-0.96%	9.33%	3.45%	81
TSIMX	TIAA-CREF Lifestyle Moderate Fund	Diversified Portfolio	Dec 8, 2011	0.10%	-1.70%	7.61%	6.21%	56
TSITX	TIAA-CREF Lifestyle Income Fund	Diversified Portfolio	Dec 8, 2011	0.10%	-1.06%	4.07%	2.85%	68
TSUMX	Thornburg Summit Fund Class I	Diversified Portfolio	Mar 1, 2019	0.70%	2.00%	—	6.69%	92
TWBIX	American Century Balanced Fund	Diversified Portfolio	Oct 19, 1988	0.91%	-2.99%	7.57%	1.70%	33
TWSAX	American Century Strategic Allocation: Aggressive ...	Diversified Portfolio	Feb 14, 1996	0.63%	-0.82%	9.62%	7.04%	51
TWSCX	American Century Strategic Allocation: Conservativ...	Diversified Portfolio	Feb 14, 1996	0.72%	-0.47%	6.06%	5.16%	49

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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