The Best Diversified Portfolio Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 545 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.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Diversified Portfolio

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
CFAIX	Calvert Conservative Allocation Fund Class I	Diversified Portfolio	May 20, 2016	0.66%	1.70%	—	3.49%
CFIZX	Columbia Flexible Capital Income Fund	Diversified Portfolio	Jul 27, 2011	0.73%	2.83%	7.40%	5.51%
CFTAX	American Funds College 2024 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	0.80%	3.25%	4.47%
CGNAX	American Funds Growth and Income Portfolio	Diversified Portfolio	May 17, 2012	0.36%	6.34%	8.18%	2.59%
CMAAX	Calvert Moderate Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.40%	4.15%	6.43%	6.38%
CMALX	Crawford Multi-Asset Income Fund	Diversified Portfolio	Sep 11, 2017	1.00%	3.26%	—	4.55%
CMMVX	Catholic Responsible Investments Magnus 60/40 Beta...	Diversified Portfolio	Dec 2, 2021	0.15%	4.96%	—	2.20%
CMNVX	Catholic Responsible Investments Magnus 45/55 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	3.57%	—	2.42%
CMPVX	Catholic Responsible Investments Magnus 60/40 Alph...	Diversified Portfolio	Dec 2, 2021	0.15%	4.46%	—	1.96%
CMUVX	Catholic Responsible Investments Magnus 75/25 Fund	Diversified Portfolio	Dec 2, 2021	0.15%	5.77%	—	1.92%
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	Dec 3, 1987	1.41%	6.32%	—	2.03%
CSIFX	Calvert Balanced Fund	Diversified Portfolio	Oct 20, 1982	0.91%	6.68%	7.64%	2.24%
CSTAX	American Funds College 2027 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	0.94%	4.22%	3.14%
CTHAX	American Funds College 2030 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	2.31%	5.48%	2.91%
CTLAX	American Funds College 2033 Fund	Diversified Portfolio	Mar 26, 2015	0.42%	4.20%	—	2.33%
CVTRX	Calamos Growth and Income Fund	Diversified Portfolio	Sep 21, 1988	1.05%	7.53%	9.94%	3.91%
DBALX	Davenport Balanced Income Fund	Diversified Portfolio	Dec 30, 2015	0.93%	3.99%	—	2.25%
DDIIX	Delaware Wealth Builder Fund	Diversified Portfolio	Dec 1, 1996	0.84%	4.57%	5.78%	4.77%
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	Aug 11, 2011	0.78%	19.98%	11.03%	2.38%
DGITX	DGI Balanced Fund	Diversified Portfolio	May 23, 2021	1.40%	2.94%	—	0.90%

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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