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
TWSMX	American Century Strategic Allocation: Moderate Fu...	Diversified Portfolio	Feb 14, 1996	0.70%	-0.74%	8.04%	6.86%	49
UCAGX	USAA Cornerstone Aggressive Fund	Diversified Portfolio	Jun 7, 2012	1.24%	0.40%	8.52%	11.00%	71
UCMCX	USAA Cornerstone Moderately Conservative Fund	Diversified Portfolio	Jun 7, 2012	0.90%	0.92%	5.02%	3.31%	79
UEIIX	Invesco V.I. Equity and Income Fund	Diversified Portfolio	Apr 29, 2003	0.81%	0.55%	8.83%	7.38%	50
USBLX	USAA Growth and Tax Strategy Fund	Diversified Portfolio	Jan 10, 1989	0.58%	-1.62%	7.62%	2.18%	53
USBSX	USAA Cornerstone Moderate Fund	Diversified Portfolio	Aug 31, 1995	1.14%	0.57%	6.07%	8.83%	77
USCCX	USAA Cornerstone Conservative Fund	Diversified Portfolio	Jun 7, 2012	0.08%	0.72%	4.90%	4.83%	90
USCRX	USAA Cornerstone Moderately Aggressive Fund	Diversified Portfolio	Aug 14, 1984	0.88%	0.58%	6.80%	10.34%	75
VALIX	Value Line Capital Appreciation Fund, Inc.	Diversified Portfolio	Sep 29, 1952	1.07%	-6.68%	11.24%	6.46%	40
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	Sep 30, 1994	0.14%	-0.55%	9.86%	4.12%	69
VASIX	Vanguard LifeStrategy Income Fund	Diversified Portfolio	Sep 30, 1994	0.11%	-0.12%	3.88%	4.25%	72
VBAIX	Vanguard Balanced Index Fund Institutional Shares	Diversified Portfolio	Dec 1, 2000	0.06%	-1.82%	9.37%	5.71%	55
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	Nov 13, 2000	0.07%	-1.84%	9.06%	5.70%	55
VBINX	Vanguard Balanced Index Fund	Diversified Portfolio	Nov 9, 1992	0.18%	-1.85%	9.19%	5.59%	54
VCAAX	VALIC Company I Asset Allocation Fund	Diversified Portfolio	Sep 5, 1983	0.63%	-4.15%	6.36%	8.72%	31
VDAFX	VALIC Company I Dynamic Allocation Fund	Diversified Portfolio	Dec 18, 2012	0.32%	-2.44%	6.44%	5.40%	46
VFFVX	Vanguard Target Retirement 2055 Fund	Target Retirement Date, Diversified Portfolio	Aug 18, 2010	0.08%	-0.62%	10.91%	2.09%	68
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.61%	10.70%	2.10%	69
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.48%	9.83%	2.78%	70
VGSTX	Vanguard STAR Fund	Diversified Portfolio	Mar 29, 1985	0.31%	-1.65%	9.03%	9.28%	56

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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