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The Best Global Allocation Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Global Allocation mutual funds.

Number of Funds
86
Avg. Expense Ratio
0.91%
Avg. Yield
6.64%
Avg. 1 Year Return
19.43%
Median Risk/Return Score
57 / 100
The Best Global Allocation Mutual Funds

77 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAAPX
DWS RREEF Real Assets CGlobal AllocationJul 30, 20071.97%
10.59%
6.38%
1.14%
48
AAAZX
DWS RREEF Real Assets FundGlobal AllocationJul 29, 20070.90%
11.09%
7.50%
3.73%
55
BBALX
Northern Global Tactical Asset Allocation FundGlobal AllocationJun 30, 19930.26%
7.78%
7.03%
2.70%
63
BPGLX
UBS Global Allocation FundGlobal AllocationAug 30, 19920.95%
8.50%
7.51%
1.91%
73
CBFAX
American Funds Global Balanced FundGlobal AllocationJan 31, 20110.84%
6.38%
6.95%
5.96%
52
CENTX
Centerstone Investors FundGlobal AllocationMay 2, 20161.10%
2.97%
—4.41%
48
CGO
Calamos Global Total Return FundGlobal AllocationOct 27, 20052.86%
21.97%
11.79%
7.09%
36
CHW
Calamos Global Dynamic Income FundGlobal AllocationJun 27, 20072.63%
20.64%
12.29%
6.88%
53
CIBFX
American Funds Capital Income Builder Fund Class F...Global AllocationJul 30, 19870.64%
7.50%
7.84%
7.17%
59
CVLOX
Calamos Global Opportunities FundGlobal AllocationSep 8, 19961.22%
18.37%
11.43%
7.67%
56
DPREX
Delaware Global Listed Real Assets FundGlobal AllocationDec 5, 19951.31%
9.65%
6.34%
2.62%
87
EDIAX
Eaton Vance Global Income Builder FundGlobal AllocationNov 29, 20051.17%
7.54%
8.69%
4.92%
50
FEBAX
First Eagle Global Income Builder Fund Class AGlobal AllocationMay 1, 20121.17%
8.32%
8.52%
3.84%
59
FEBIX
First Eagle Global Income Builder FundGlobal AllocationApr 30, 20120.93%
8.46%
9.15%
4.69%
64
FESGX
First Eagle Global Fund Class CGlobal AllocationJan 1, 19791.86%
7.85%
9.33%
8.51%
54
FFAAX
Franklin Global Allocation FundGlobal AllocationAug 14, 20030.66%
8.33%
7.76%
4.73%
67
FFACX
Franklin Global Allocation Fund Class CGlobal AllocationAug 15, 20031.74%
7.82%
6.69%
4.19%
59
FLFGX
Meeder Global Allocation FundGlobal AllocationJan 30, 20061.81%
12.48%
9.78%
12.59%
57
FSTBX
Federated Hermes Global Allocation FundGlobal AllocationDec 30, 19681.14%
7.85%
7.23%
5.91%
48
GAOSX
JPMorgan Global Allocation FundGlobal AllocationMay 30, 20110.77%
5.63%
7.31%
9.82%
31

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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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Best Global Allocation Mutual funds by Risk/Return Score

The top Global Allocation Mutual funds by PortfoliosLab Risk/Return Score are TIBAX (98) and HRLYX (97). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return RankAUMInception
TIBAX
Thornburg Investment Income Builder Fund
98
—Dec 2002
HRLYX
Hartford Real Asset Fund
97
—May 2010
GBFFX
GMO Benchmark-Free Fund
96
—Jun 2011
GIMFX
GMO Implementation Fund
95
—Feb 2012
GBMFX
GMO Benchmark-Free Allocation Fund
95
—Jul 2003

Best-Performing Global Allocation Mutual funds Over 5 Years

The top Global Allocation Mutual funds is TIBAX (15.93%). Across the lineup, Global Allocation Mutual funds show an average 1-year return of 19.43% and an average 5-year return of 6.49%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
TIBAX
Thornburg Investment Income Builder Fund
15.93%
—Dec 2002
FLFGX
Meeder Global Allocation Fund
10.84%
—Jan 2006
FEBIX
First Eagle Global Income Builder Fund
10.07%
—Apr 2012
GGSIX
Goldman Sachs Growth Strategy Portfolio
10.02%
—Jan 1998
FESGX
First Eagle Global Fund Class C
9.88%
—Jan 1979

Lowest-Cost Global Allocation Mutual funds

The top Global Allocation Mutual funds is GIMFX (0.02%). With an average expense ratio of 0.91%, Global Allocation Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
SymbolNameExpense RatioAUMInception
GIMFX
GMO Implementation Fund0.02%—Feb 2012
GGSIX
Goldman Sachs Growth Strategy Portfolio0.19%—Jan 1998
IPIRX
Voya Global Perspectives Portfolio0.20%—Apr 2013
MHESX
MH Elite Select Portfolio of Funds Fund0.21%—Apr 2006
JNSMX
Janus Henderson Global Allocation Fund - Moderate0.25%—Dec 2005

Highest-Yield Global Allocation Mutual funds

The top Global Allocation Mutual funds is IPIRX (44.20%). Across the lineup, Global Allocation Mutual funds show an average dividend yield of 6.64%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
IPIRX
Voya Global Perspectives Portfolio44.20%—Apr 2013
IMRFX
Columbia Global Opportunities Fund16.75%—Jan 1985
FLFGX
Meeder Global Allocation Fund12.59%—Jan 2006
GBATX
GMO Strategic Opportunities Allocation Fund12.00%—May 2005
GGSIX
Goldman Sachs Growth Strategy Portfolio10.78%—Jan 1998

Top Mutual funds Categories

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PMFYX vs. VGWLXPMFYX vs. FPACXPMFYX vs. BILPMFYX vs. SPYPMFYX vs. FMSDXTIBAX vs. SGENXTIBAX vs. PMAIXTIBAX vs. HFQAXTIBAX vs. MFWTXTIBAX vs. CBALXMALOX vs. NDARXMALOX vs. HACAXMALOX vs. VOOMALOX vs. SPYMALOX vs. JANBXAAAZX vs. RAPZXAAAZX vs. EIPCXAAAZX vs. XMEAAAZX vs. UTESAAAZX vs. RAAXPQIPX vs. SPXXPQIPX vs. VQNPXPQIPX vs. PIMIXPQIPX vs. TLTPQIPX vs. NOBLVGLSX vs. VOOVGLSX vs. VCBCXVGLSX vs. VCULXVGLSX vs. VCIEXVGLSX vs. VGREXFEBIX vs. HRLYXFEBIX vs. SGIIXFEBIX vs. FPACXFEBIX vs. FEAMXFEBIX vs. FEURXFESGX vs. JNSMXFESGX vs. GBMFXFESGX vs. FEURXFESGX vs. LFMIXFESGX vs. RAPZXGGSIX vs. CENTXGGSIX vs. CVLOXGGSIX vs. PRWAXGGSIX vs. IGAGGSIX vs. RPGAXGBFFX vs. AHTPXGBFFX vs. MAFIXGBFFX vs. GAAGBFFX vs. CIBFXGBFFX vs. HGLB