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
ELDFX	Elfun Diversified Fund	Diversified Portfolio	Jan 3, 1988	0.33%	-0.86%	8.16%	7.83%	71
ETIMX	Eventide Multi-Asset Income Fund	Diversified Portfolio	Jul 14, 2015	0.82%	3.64%	7.58%	6.22%	46
EVFCX	E-Valuator Conservative (15%-30%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.07%	0.00%	—	2.83%	73
EVFGX	E-Valuator Aggressive Growth (85%-99%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.99%	0.45%	—	19.30%	67
EVFMX	E-Valuator Moderate (50%-70%) RMS Fund	Diversified Portfolio	Feb 28, 2012	1.00%	0.09%	—	9.18%	68
EVFTX	E-Valuator Conservative/Moderate (30%-50%) RMS Fun...	Diversified Portfolio	May 25, 2016	1.19%	0.09%	—	4.59%	70
EVGRX	E-Valuator Growth (70%-85%) RMS Fund	Diversified Portfolio	Feb 28, 2012	0.98%	0.26%	—	19.03%	66
EVIFX	Eaton Vance Balanced Fund	Diversified Portfolio	Apr 1, 1932	0.97%	-3.65%	8.72%	5.33%	30
EVVCX	E-Valuator Very Conservative (0%-15%) RMS Fund	Diversified Portfolio	May 25, 2016	1.20%	-0.10%	—	3.25%	72
EXBAX	Manning & Napier Pro-Blend Moderate Term Series	Diversified Portfolio	Sep 14, 1993	1.07%	-3.18%	5.26%	5.96%	16
EXDAX	Manning & Napier Pro-Blend Conservative Term Serie...	Diversified Portfolio	Oct 31, 1995	0.88%	-1.64%	4.25%	3.18%	31
EXHAX	Manning & Napier Pro-Blend Maximum Term Series	Diversified Portfolio	Oct 31, 1995	1.10%	-6.29%	9.33%	11.34%	12
FAAIX	Fidelity Advisor Asset Manager 70% Fund Class I	Diversified Portfolio	Sep 23, 2008	0.70%	0.13%	9.02%	7.26%	74
FAASX	Fidelity Advisor Asset Manager 70% Fund Class A	Diversified Portfolio	Sep 23, 2008	0.97%	0.07%	8.79%	7.06%	73
FAMRX	Fidelity Asset Manager 85% Fund	Diversified Portfolio	Sep 24, 1999	0.70%	0.03%	10.55%	5.56%	73
FAPSX	Fidelity Risk Parity Fund	Diversified Portfolio	Jul 7, 2022	0.73%	2.80%	—	7.42%	79
FASDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Dec 23, 2003	0.97%	4.71%	9.07%	7.40%	67
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	Dec 30, 1991	0.67%	0.17%	9.05%	7.32%	75
FASIX	Fidelity Asset Manager 20% Fund	Diversified Portfolio	Oct 1, 1992	0.51%	0.33%	4.21%	3.18%	87
FASMX	Fidelity Asset Manager 50% Fund	Diversified Portfolio	Dec 28, 1988	0.62%	0.05%	7.07%	7.58%	77

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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