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
FIWBX	Fidelity Advisor Multi-Asset Income Fund Class Z	Diversified Portfolio	Oct 2, 2018	0.71%	2.22%	—	3.52%	76
FKINX	Franklin Income Fund Class A1	Diversified Portfolio	—	0.62%	2.15%	7.57%	5.14%	75
FKIQX	Franklin Income Fund Class A	Diversified Portfolio	Sep 10, 2018	0.71%	2.54%	—	5.05%	76
FLDGX	Meeder Dynamic Allocation Fund	Diversified Portfolio	Feb 28, 2000	1.32%	-0.47%	12.09%	7.58%	58
FLDOX	Meeder Moderate Allocation Fund	Diversified Portfolio	Jun 29, 2015	1.36%	-0.46%	7.06%	3.63%	56
FLRUX	Meeder Conservative Allocation Fund	Diversified Portfolio	Jun 20, 1995	1.21%	-0.45%	5.15%	3.73%	50
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	Sep 9, 2015	0.78%	2.55%	—	3.79%	79
FMTIX	Franklin Moderate Allocation Fund	Diversified Portfolio	Dec 30, 1996	0.63%	-1.21%	7.43%	8.53%	62
FMUAX	Federated Hermes Municipal and Stock Advantage Fun...	Diversified Portfolio	Sep 25, 2003	1.00%	-0.98%	5.64%	1.26%	48
FMWIX	Fidelity Moderate with Income Allocation Fund	Diversified Portfolio	Feb 8, 2022	0.10%	-0.42%	—	3.09%	79
FOBAX	Tributary Balanced Fund	Diversified Portfolio	Aug 5, 1996	0.96%	-2.18%	8.36%	10.07%	42
FORTX	Abraham Fortress Fund	Diversified Portfolio	Jul 1, 2018	0.75%	8.08%	—	1.53%	72
FPACX	FPA Crescent Fund	Diversified Portfolio	Jun 1, 1993	1.00%	-1.14%	9.58%	9.71%	75
FPDIX	Fidelity Advisor 529 Aggressive Growth Portfolio C...	Diversified Portfolio	Jun 13, 2019	—	0.10%	—	0.00%	53
FPKFX	Fidelity Puritan K6 Fund	Diversified Portfolio	Jun 14, 2019	0.32%	-1.10%	—	4.24%	54
FPUKX	Fidelity Puritan Fund Class K	Diversified Portfolio	May 9, 2008	0.43%	-0.85%	10.66%	6.97%	62
FPURX	Fidelity Puritan Fund	Diversified Portfolio	Apr 16, 1947	0.50%	-0.84%	10.57%	6.89%	62
FQTEX	Franklin Templeton SMACS: Series E	Diversified Portfolio	Jun 2, 2019	0.00%	1.02%	—	6.03%	68
FRGAX	Fidelity 70% Allocation Fund	Diversified Portfolio	Jan 1, 2022	0.02%	-0.88%	—	2.02%	68
FRIAX	Franklin Income Fund Advisor Class	Diversified Portfolio	Aug 28, 1997	0.46%	2.62%	7.77%	5.28%	81

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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