The Best Global Allocation Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 78 Global Allocation mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Global Allocation

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
GDMIX	Lazard Global Dynamic Multi-Asset Portfolio	Global Allocation	May 26, 2016	0.90%	0.98%	—	1.94%
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	Jan 1, 1998	0.19%	7.61%	7.36%	1.61%
GIMFX	GMO Implementation Fund	Global Allocation	Feb 29, 2012	0.02%	4.98%	—	5.65%
GLBIX	Leuthold Global Fund	Global Allocation	Apr 29, 2008	1.57%	4.03%	3.65%	2.42%
GMWAX	GMO Global Asset Allocation Fund	Global Allocation	Oct 21, 1996	0.00%	5.08%	4.24%	5.21%
GXSIX	Goldman Sachs Satellite Strategies Portfolio	Global Allocation	Mar 29, 2007	0.17%	—	—	—
HRLYX	Hartford Real Asset Fund	Global Allocation	May 27, 2010	0.90%	4.03%	2.45%	4.19%
IIPVX	Voya Global Perspectives Fund	Global Allocation	Mar 27, 2013	0.33%	3.01%	4.05%	2.59%
IMAYX	Delaware Ivy Multi-Asset Income Fund	Global Allocation	Sep 30, 2015	1.16%	3.56%	—	5.22%
IMRFX	Columbia Global Opportunities Fund	Global Allocation	Jan 22, 1985	1.15%	4.28%	3.77%	0.00%
IPIRX	Voya Global Perspectives Portfolio	Global Allocation	Apr 30, 2013	0.20%	2.58%	4.37%	14.24%
IWGAX	Delaware Ivy Wilshire Global Allocation Fund	Global Allocation	Mar 8, 1995	0.38%	8.42%	—	8.94%
JMSCX	Janus Henderson Global Allocation Fund - Conservat...	Global Allocation	Dec 29, 2005	0.27%	3.14%	3.12%	1.63%
JNSGX	Janus Henderson Global Allocation Fund - Growth	Global Allocation	Dec 29, 2005	0.26%	7.71%	5.64%	1.35%
JNSMX	Janus Henderson Global Allocation Fund - Moderate	Global Allocation	Dec 29, 2005	0.25%	5.37%	4.38%	1.45%
JVGIX	Janus Henderson Adaptive Global Allocation Fund	Global Allocation	Jun 22, 2015	0.67%	7.46%	—	4.26%
KTRAX	DWS Global Income Builder Fund	Global Allocation	Mar 1, 1964	0.89%	5.65%	4.76%	2.96%
LSWWX	Loomis Sayles Global Allocation Fund	Global Allocation	Apr 30, 1996	0.89%	7.21%	7.92%	3.74%
MALOX	BlackRock Global Allocation Fund	Global Allocation	Feb 2, 1989	0.81%	5.97%	5.29%	1.46%
MBEYX	AMG GW&K Global Allocation Fund	Global Allocation	Jan 1, 1997	0.82%	—	—	—

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.

Loading data...

Time Period