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
CBALX	Columbia Balanced Fund	Diversified Portfolio	Sep 30, 1991	0.67%	-3.04%	9.21%	6.70%	50
CBLAX	Columbia Balanced Fund Class A	Diversified Portfolio	Oct 1, 1991	0.91%	-3.11%	8.94%	6.42%	46
CCFAX	American Funds College 2036 Fund	Diversified Portfolio	Feb 8, 2018	0.43%	-1.17%	—	7.18%	72
CCLAX	Calvert Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.41%	-1.27%	5.24%	3.32%	48
CDGRX	Copeland Dividend Growth Fund	Diversified Portfolio	Dec 27, 2010	1.20%	-1.39%	10.38%	9.48%	27
CDJAX	American Funds College 2039 Fund	Diversified Portfolio	Mar 25, 2021	0.48%	-1.88%	—	6.25%	68
CFAIX	Calvert Conservative Allocation Fund Class I	Diversified Portfolio	May 20, 2016	0.66%	-1.15%	—	3.57%	49
CFIHX	American Funds Capital Income Builder Fund Class F...	Diversified Portfolio	—	0.26%	2.09%	—	7.95%	79
CFIZX	Columbia Flexible Capital Income Fund	Diversified Portfolio	Jul 27, 2011	0.73%	2.35%	10.23%	4.69%	63
CGNAX	American Funds Growth and Income Portfolio	Diversified Portfolio	May 17, 2012	0.36%	-1.83%	9.95%	5.58%	65
CLBAX	American Funds American Balanced Fund Class 529-A	Diversified Portfolio	Jul 26, 1975	0.58%	-0.71%	9.20%	8.34%	80
CLM	Cornerstone Strategic Value Fund	Diversified Portfolio	Jun 30, 1987	2.50%	-8.07%	12.91%	19.95%	43
CMAAX	Calvert Moderate Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.40%	-1.93%	7.33%	4.67%	38
CMALX	Crawford Multi-Asset Income Fund	Diversified Portfolio	Sep 11, 2017	1.00%	2.48%	—	7.06%	11
CMMVX	Catholic Responsible Investments Magnus 60/40 Beta...	Diversified Portfolio	Dec 2, 2021	0.15%	-1.13%	—	3.72%	54
CMNVX	Catholic Responsible Investments Magnus 45/55 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	-0.83%	—	4.74%	60
CMPVX	Catholic Responsible Investments Magnus 60/40 Alph...	Diversified Portfolio	Dec 2, 2021	0.15%	-1.17%	—	4.62%	54
CMUVX	Catholic Responsible Investments Magnus 75/25 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	-1.44%	—	36.67%	51
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	Dec 3, 1987	1.41%	8.23%	8.63%	3.41%	80
CSIFX	Calvert Balanced Fund	Diversified Portfolio	Oct 20, 1982	0.91%	-4.37%	8.76%	4.67%	28

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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