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
CSQ	Calamos Strategic Total Return Fund	Diversified Portfolio	Mar 26, 2004	2.46%	-8.00%	15.10%	7.40%	23
CSTAX	American Funds College 2027 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	-0.08%	5.03%	5.27%	84
CTHAX	American Funds College 2030 Fund	Diversified Portfolio	Sep 13, 2012	0.41%	-0.15%	6.67%	5.56%	74
CTLAX	American Funds College 2033 Fund	Diversified Portfolio	Mar 26, 2015	0.42%	-0.46%	8.22%	7.43%	73
CVTRX	Calamos Growth and Income Fund	Diversified Portfolio	Sep 21, 1988	1.05%	-3.03%	11.64%	7.61%	61
DBALX	Davenport Balanced Income Fund	Diversified Portfolio	Dec 30, 2015	0.93%	1.40%	5.72%	5.20%	38
DBOCX	BNY Mellon Balanced Opportunity Fund Class C	Diversified Portfolio	Jan 30, 2004	1.90%	-3.20%	7.06%	7.50%	39
DDIIX	Delaware Wealth Builder Fund	Diversified Portfolio	Dec 1, 1996	0.84%	0.07%	7.44%	7.35%	64
DGIFX	Disciplined Growth Investors Fund	Diversified Portfolio	Aug 11, 2011	0.78%	1.88%	11.14%	8.09%	24
DGITX	DGI Balanced Fund	Diversified Portfolio	May 23, 2021	1.40%	-0.47%	—	1.17%	60
DGSIX	DFA Global Allocation 60/40 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.50%	8.07%	8.58%	78
DGTSX	DFA Global Allocation 25/75 Portfolio	Diversified Portfolio	Dec 23, 2003	0.24%	0.59%	4.94%	5.91%	91
DIFIX	MFS Diversified Income Fund	Diversified Portfolio	May 25, 2006	0.73%	1.19%	4.75%	5.34%	65
DMA	Dimensional Managed Account Fund	Diversified Portfolio	Mar 16, 2012	0.03%	-6.54%	—	13.77%	16
DODBX	Dodge & Cox Balanced Fund	Diversified Portfolio	Jun 25, 1931	0.52%	-0.29%	9.46%	7.24%	33
EAAFX	Allspring Asset Allocation Fund	Diversified Portfolio	Jul 28, 1996	1.04%	2.47%	7.59%	5.60%	82
EAEAX	Eaton Vance Tax-Managed Equity Asset Allocation Fu...	Diversified Portfolio	Mar 3, 2002	1.25%	-3.37%	10.56%	4.44%	26
EIT-UN.TO	Canoe EIT Income Fund	Diversified Portfolio	Aug 6, 1997	1.10%	7.20%	117.91%	7.26%	76
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	Jan 19, 1998	1.10%	8.72%	14.25%	8.85%	91
EKSAX	Allspring Diversified Income Builder Fund	Diversified Portfolio	Apr 13, 1987	0.85%	0.61%	6.23%	5.03%	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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