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.
- Number of Funds
- 559
- Avg. Expense Ratio
- 0.69%
- Avg. Yield
- 6.15%
- Avg. 1 Year Return
- 13.53%
- Median Risk/Return Score
- 55 / 100
The Best Diversified Portfolio Mutual Funds
544 results
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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5 Years
Best Diversified Portfolio Mutual funds by Risk/Return Score
The top Diversified Portfolio Mutual funds by PortfoliosLab Risk/Return Score are STDAX (99) and TIBIX (97).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | |
| Federated Hermes Municipal and Stock Advantage Fun... | 92 | — | Sep 2003 | |
| Davis Appreciation & Income Fund | 92 | — | Apr 1992 |
Best-Performing Diversified Portfolio Mutual funds Over 5 Years
The top Diversified Portfolio Mutual funds is EKBAX (17.48%).
Across the lineup, Diversified Portfolio Mutual funds show an average 1-year return of 13.53% and an average 5-year return of 6.23%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 17.48% | — | Jan 1998 | |
| Thornburg Investment Income Builder Fund Class I | 16.47% | — | Dec 2002 | |
| Kinetics The Global Fund | 14.88% | — | Dec 1999 | |
| Meeder Dynamic Allocation Fund | 13.22% | — | Feb 2000 | |
| Schwab MarketTrack All Equity Portfolio™ | 11.41% | 1.21B | May 1998 |
Lowest-Cost Diversified Portfolio Mutual funds
The top Diversified Portfolio Mutual funds is FRGAX (0.02%).
With an average expense ratio of 0.69%, Diversified Portfolio Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 |
Highest-Yield Diversified Portfolio Mutual funds
The top Diversified Portfolio Mutual funds is TALFX (42.73%).
Across the lineup, Diversified Portfolio Mutual funds show an average dividend yield of 6.15%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Transamerica Asset Allocation Long Horizon | 42.73% | — | Sep 2000 | |
| VY Invesco Equity and Income Portfolio | 35.04% | — | Dec 2001 | |
| Voya Solution Moderately Aggressive Portfolio | 29.57% | — | Apr 2010 | |
| Transamerica Balanced II | 29.55% | — | Jul 1994 | |
| Guggenheim Strategic Opportunities Fund | 20.50% | — | Jul 2007 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsMunicipal Bonds · 502 Mutual fundsForeign Large Cap Equities · 448 Mutual fundsLarge Cap Growth Equities · 427 Mutual fundsLarge Cap Blend Equities · 416 Mutual fundsLarge Cap Value Equities · 332 Mutual fundsGlobal Equities · 260 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 136 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 105 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 95 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 81 Mutual fundsNontraditional Bonds · 76 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VWELX vs. VOOVWELX vs. PRWCXVWELX vs. VGWLXVWELX vs. SCHDVWELX vs. VTIFBALX vs. FPURXFBALX vs. FXAIXFBALX vs. ABALXFBALX vs. FFNOXFBALX vs. FAGIXVBIAX vs. VFIAXVBIAX vs. VSMGXVBIAX vs. VWIAXVBIAX vs. VOOVBIAX vs. VBAIXVWENX vs. VWIAXVWENX vs. VGWAXVWENX vs. VTSAXVWENX vs. SWOBXVWENX vs. SPYVWINX vs. VTINXVWINX vs. VSCGXVWINX vs. SCHDVWINX vs. FFANXVWINX vs. VYMVFFVX vs. VOOVFFVX vs. FXAIXVFFVX vs. FDEWXVFFVX vs. SPYVFFVX vs. FDEEXVFIFX vs. VOOVFIFX vs. FIPFXVFIFX vs. VFIAXVFIFX vs. VTIVFIFX vs. SWYMXVTTHX vs. VTHRXVTTHX vs. FFTHXVTTHX vs. VOOVTTHX vs. FIHFXVTTHX vs. VTIVXVFORX vs. FBIFXVFORX vs. VOOVFORX vs. SWYGXVFORX vs. VTIVFORX vs. VASGXVTTSX vs. VOOVTTSX vs. FDKLXVTTSX vs. SPYVTTSX vs. VTIVTTSX vs. VLXVX