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
VGWAX	Vanguard Global Wellington Fund Admiral Shares	Diversified Portfolio	Nov 2, 2017	0.29%	3.29%	—	6.55%	81
VGWIX	Vanguard Global Wellesley Income Fund Investor Sha...	Diversified Portfolio	Nov 2, 2017	0.41%	1.77%	—	3.88%	85
VGWLX	Vanguard Global Wellington Fund Investor Shares	Diversified Portfolio	Nov 2, 2017	0.42%	3.25%	—	6.42%	80
VGYAX	Vanguard Global Wellesley Income Fund Admiral Shar...	Diversified Portfolio	Nov 2, 2017	0.28%	1.83%	—	4.01%	85
VILLX	Villere Balanced Fund	Diversified Portfolio	Sep 29, 1999	0.99%	-0.35%	4.06%	1.33%	6
VLAAX	Value Line Asset Allocation Fund	Diversified Portfolio	Aug 23, 1993	1.04%	-5.60%	7.33%	12.95%	0
VLSMX	VALIC Company I Moderate Growth Lifestyle Fund	Diversified Portfolio	Aug 31, 2006	0.12%	-1.30%	—	6.49%	60
VLXVX	Vanguard Target Retirement 2065 Fund	Diversified Portfolio, Target Retirement Date	Jul 12, 2017	0.08%	-0.62%	—	2.01%	68
VSCGX	Vanguard LifeStrategy Conservative Growth Fund	Diversified Portfolio	Sep 30, 1994	0.12%	-0.30%	6.18%	5.56%	75
VSMGX	Vanguard LifeStrategy Moderate Growth Fund	Diversified Portfolio	Sep 30, 1994	0.13%	-0.43%	8.21%	5.27%	72
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.43%	8.28%	4.05%	73
VTINX	Vanguard Target Retirement Income Fund	Diversified Portfolio, Target Retirement Date	Oct 27, 2003	0.08%	-0.02%	4.99%	5.03%	81
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	-0.55%	10.41%	2.51%	69
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	Sep 6, 1994	0.09%	-1.61%	8.05%	2.27%	62
VTTHX	Vanguard Target Retirement 2035 Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	-0.44%	9.05%	2.97%	72
VTTSX	Vanguard Target Retirement 2060 Fund	Diversified Portfolio, Target Retirement Date	Jan 19, 2012	0.08%	-0.61%	10.90%	2.07%	68
VTTVX	Vanguard Target Retirement 2025 Fund	Diversified Portfolio, Target Retirement Date	Oct 27, 2003	0.08%	-0.25%	7.49%	7.40%	77
VTWNX	Vanguard Target Retirement 2020 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.07%	6.48%	8.20%	80
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	Jul 1, 1929	0.24%	-2.63%	9.41%	11.83%	61
VWENX	Vanguard Wellington Fund Admiral Shares	Diversified Portfolio	May 14, 2001	0.16%	-2.61%	9.49%	11.92%	62

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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