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
FAYZX	Fidelity Advisor Multi-Asset Income Fund Class I	Diversified Portfolio	Sep 9, 2015	0.80%	2.20%	8.82%	3.43%	76
FAZYX	Fidelity Advisor Multi-Asset Income Fund Class M	Diversified Portfolio	Sep 9, 2015	1.03%	2.16%	8.61%	3.21%	75
FBAKX	Fidelity Balanced Fund Class K	Diversified Portfolio	Nov 6, 1986	0.45%	-1.49%	10.85%	5.81%	74
FBALX	Fidelity Balanced Fund	Diversified Portfolio	Nov 6, 1986	0.51%	-1.49%	10.76%	5.77%	73
FBAOX	Fidelity Advisor Balanced Fund Class A	Diversified Portfolio	Nov 6, 1986	0.76%	-1.53%	—	5.48%	69
FBCKX	Fidelity Advisor Blue Chip Growth Fund Class Z	Diversified Portfolio	—	0.61%	-5.76%	—	2.02%	62
FBFZX	Franklin Managed Income Fund	Diversified Portfolio	Jul 2, 2006	0.65%	3.41%	7.55%	4.30%	70
FBKFX	Fidelity Balanced K6 Fund	Diversified Portfolio	Jun 14, 2019	0.32%	-1.56%	—	6.33%	75
FCANX	Fidelity Advisor Asset Manager 30% Fund Class C	Diversified Portfolio	Oct 9, 2007	1.60%	0.12%	4.23%	1.99%	74
FCASX	Fidelity Advisor Asset Manager 70% Fund Class C	Diversified Portfolio	Sep 23, 2008	1.73%	-0.13%	8.13%	6.19%	68
FCAZX	Franklin Corefolio Allocation Fund	Diversified Portfolio	Aug 14, 2003	0.16%	-4.62%	10.22%	7.88%	26
FCSDX	Fidelity Advisor Strategic Dividend & Income Fund ...	Diversified Portfolio	Dec 23, 2003	1.73%	4.78%	8.29%	6.64%	63
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	Sep 7, 2005	1.70%	5.54%	4.81%	3.54%	84
FEVIX	First Eagle U.S. Value Fund	Diversified Portfolio	Sep 3, 2001	0.83%	1.39%	10.83%	9.33%	74
FEYAX	Fidelity Advisor Asset Manager 85% Fund Class A	Diversified Portfolio	Oct 2, 2006	1.00%	0.00%	10.28%	5.35%	71
FEYCX	Fidelity Advisor Asset Manager 85% Fund Class C	Diversified Portfolio	Oct 2, 2006	1.76%	-0.20%	9.61%	4.73%	67
FEYIX	Fidelity Advisor Asset Manager 85% Fund Class I	Diversified Portfolio	Oct 2, 2006	0.73%	0.03%	10.53%	5.59%	72
FEYTX	Fidelity Advisor Asset Manager 85% Fund Class M	Diversified Portfolio	Oct 2, 2006	1.25%	-0.07%	10.07%	5.16%	69
FFAMX	Fidelity Advisor Asset Manager 50% Fund Class A	Diversified Portfolio	Oct 2, 2006	0.92%	0.00%	6.96%	7.33%	75
FFANX	Fidelity Asset Manager 40% Fund	Diversified Portfolio	Oct 9, 2007	0.52%	0.00%	6.30%	3.97%	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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