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.

Category is Global Allocation

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FLFGX	Meeder Global Allocation Fund	Global Allocation	Jan 30, 2006	1.81%	0.12%	8.62%	14.14%	57
FSTBX	Federated Hermes Global Allocation Fund	Global Allocation	Dec 30, 1968	1.14%	-0.25%	6.59%	6.39%	68
GAOSX	JPMorgan Global Allocation Fund	Global Allocation	May 30, 2011	0.77%	-3.13%	6.65%	9.99%	35
GBATX	GMO Strategic Opportunities Allocation Fund	Global Allocation	May 30, 2005	0.32%	4.56%	8.62%	13.05%	93
GBFFX	GMO Benchmark-Free Fund	Global Allocation	Jun 14, 2011	0.35%	6.17%	6.74%	4.82%	97
GBLAX	American Funds Global Balanced Fund Class A	Global Allocation	Feb 1, 2011	0.80%	0.55%	6.70%	6.33%	79
GBMFX	GMO Benchmark-Free Allocation Fund	Global Allocation	Jul 22, 2003	0.74%	6.00%	6.45%	3.93%	97
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	Jan 1, 1998	0.19%	-0.94%	10.33%	11.98%	62
GIMFX	GMO Implementation Fund	Global Allocation	Feb 29, 2012	0.02%	6.72%	6.63%	4.01%	97
GLBIX	Leuthold Global Fund	Global Allocation	Apr 29, 2008	1.57%	5.93%	5.74%	9.17%	93
GMWAX	GMO Global Asset Allocation Fund	Global Allocation	Oct 21, 1996	0.00%	4.05%	6.91%	4.69%	93
HGLB	Highland Global Allocation Fund	Global Allocation	Jan 5, 1998	0.02%	-8.64%	—	12.93%	10
HRLYX	Hartford Real Asset Fund	Global Allocation	May 27, 2010	0.90%	11.72%	7.86%	3.54%	96
IFAFX	American Funds Income Fund of America Class F1	Global Allocation	Dec 1, 1973	0.63%	2.94%	8.29%	9.69%	76
IGA	Voya Global Advantage and Premium Opportunity Fund	Global Allocation	Oct 26, 2005	0.01%	-0.11%	9.51%	11.68%	16
IMRFX	Columbia Global Opportunities Fund	Global Allocation	Jan 22, 1985	1.15%	-0.98%	5.39%	18.05%	68
IPIRX	Voya Global Perspectives Portfolio	Global Allocation	Apr 30, 2013	0.20%	-0.42%	5.72%	5.67%	52
JBALX	JPMorgan Global Allocation Fund Class A	Global Allocation	Dec 31, 1991	0.96%	-4.97%	10.18%	8.77%	39
JMSCX	Janus Henderson Global Allocation Fund - Conservat...	Global Allocation	Dec 29, 2005	0.27%	-0.94%	4.54%	2.36%	68
JNBAX	JPMorgan Income Builder Fund Class A	Global Allocation	May 31, 2007	0.75%	0.20%	5.69%	5.15%	70

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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