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
- 6.61%
- Avg. 1 Year Return
- 19.41%
- Median Risk/Return Score
- 58 / 100
The Best Global Allocation Mutual Funds
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| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RBC Select Balanced Portfolio A | Global Allocation | Jan 21, 2008 | 1.94% | 8.25% | — | 4.01% | 68 |
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 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.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | |
| Hartford Real Asset Fund | 97 | — | May 2010 | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | |
| GMO Implementation Fund | 95 | — | Feb 2012 | |
| 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 19.41% and an average 5-year return of 6.49%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 15.93% | — | Dec 2002 | |
| Meeder Global Allocation Fund | 10.84% | — | Jan 2006 | |
| First Eagle Global Income Builder Fund | 10.07% | — | Apr 2012 | |
| Goldman Sachs Growth Strategy Portfolio | 10.02% | — | Jan 1998 | |
| 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.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | 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 6.61%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Voya Global Perspectives Portfolio | 44.20% | — | Apr 2013 | |
| Columbia Global Opportunities Fund | 16.75% | — | Jan 1985 | |
| Meeder Global Allocation Fund | 12.59% | — | Jan 2006 | |
| GMO Strategic Opportunities Allocation Fund | 12.00% | — | May 2005 | |
| Goldman Sachs Growth Strategy Portfolio | 10.78% | — | Jan 1998 |
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