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
WBALX	Weitz Balanced Fund	Diversified Portfolio	Sep 30, 2003	0.85%	-2.70%	5.51%	5.09%	5
WCCFX	Allspring Spectrum Income Allocation Fund	Diversified Portfolio	Sep 29, 2004	1.50%	3.10%	2.73%	2.78%	86
WEA	Western Asset Premier Bond Fund	Diversified Portfolio	—	—	-2.50%	5.24%	7.96%	9
WEACX	Allspring Spectrum Aggressive Growth Fund	Diversified Portfolio	Sep 30, 1997	1.50%	0.95%	—	12.13%	74
WEBAX	TETON Westwood Balanced Fund	Diversified Portfolio	Sep 30, 1991	1.41%	-0.70%	6.38%	14.55%	24
WGBFX	Allspring Spectrum Moderate Growth Fund	Diversified Portfolio	Sep 30, 1997	1.49%	3.51%	—	7.60%	87
WGCFX	Allspring Spectrum Growth Fund	Diversified Portfolio	Sep 29, 2004	1.50%	3.14%	—	7.92%	85
WHGIX	Westwood Income Opportunity Fund	Diversified Portfolio	Dec 18, 2005	0.81%	0.75%	6.26%	2.96%	68
WMBFX	Allspring Spectrum Conservative Growth Fund	Diversified Portfolio	Sep 29, 2004	1.50%	3.16%	5.33%	2.13%	87
WMBLX	WesMark Balanced Fund	Diversified Portfolio	Apr 19, 1998	1.24%	1.41%	6.84%	7.51%	53
WSBFX	Boston Trust Walden Balanced Fund	Diversified Portfolio	Jun 17, 1999	1.00%	-1.27%	8.01%	8.08%	43
WWWEX	Kinetics The Global Fund	Diversified Portfolio	Dec 30, 1999	1.39%	5.67%	16.12%	2.44%	7
ZTR	Virtus Total Return Fund	Diversified Portfolio	Feb 24, 2005	3.77%	9.76%	6.77%	8.88%	79

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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