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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Fidelity Advisor Asset Manager 60% Fund Class ADiversified PortfolioOct 9, 20071.00%
0.12%
7.75%
5.57%
73
Fidelity Asset Manager 60% FundDiversified PortfolioOct 9, 20070.68%
0.18%
8.03%
5.83%
76
Fidelity Advisor Asset Manager 60% Fund Class MDiversified PortfolioOct 9, 20071.25%
0.06%
7.54%
5.34%
71
Fidelity Advisor Asset Manager 60% Fund Class CDiversified PortfolioOct 9, 20071.78%
-0.06%
7.09%
4.84%
69
Fidelity Strategic Dividend & Income FundDiversified PortfolioDec 23, 20030.68%
4.77%
8.72%
1.71%
27
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioDec 23, 20030.72%
4.74%
9.34%
7.59%
69
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20050.70%
5.55%
5.85%
4.47%
86
Fidelity Advisor Asset Manager 60% Fund Class IDiversified PortfolioOct 9, 20070.75%
0.18%
7.98%
5.75%
74
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20050.95%
5.56%
5.58%
4.22%
86
Fidelity Strategic Real Return Fund Class K6Diversified PortfolioSep 7, 20050.51%
5.51%
4.58%
87
Fidelity Strategic Real Return FundDiversified PortfolioSep 7, 20050.70%
5.53%
5.73%
4.44%
88
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20050.95%
5.56%
5.57%
4.21%
85
Fidelity Advisor Asset Manager 30% Fund Class ADiversified PortfolioOct 9, 20070.83%
0.22%
4.98%
2.66%
80
Fidelity Asset Manager 30% FundDiversified PortfolioOct 9, 20070.52%
0.26%
5.29%
2.92%
83
Fidelity Advisor Asset Manager 70% Fund Class MDiversified PortfolioSep 23, 20081.22%
0.03%
8.57%
6.77%
70
Fidelity Advisor Asset Manager 20% Fund Class ADiversified PortfolioOct 2, 20060.82%
0.29%
3.76%
2.94%
84
Franklin Conservative Allocation FundDiversified PortfolioDec 30, 19960.63%
-0.95%
6.51%
5.38%
61
Fidelity Advisor Asset Manager 20% Fund Class CDiversified PortfolioOct 2, 20061.58%
0.18%
3.15%
2.21%
79
Fidelity Advisor Asset Manager 20% Fund Class MDiversified PortfolioOct 2, 20061.07%
0.19%
3.63%
2.70%
82
Fidelity Advisor Asset Manager 30% Fund Class IDiversified PortfolioOct 9, 20070.55%
0.26%
5.23%
2.91%
81

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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.

0%Annualized Volatility0%Annualized Return

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