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
JNSGX	Janus Henderson Global Allocation Fund - Growth	Global Allocation	Dec 29, 2005	0.26%	-1.60%	7.65%	6.79%	59
JNSMX	Janus Henderson Global Allocation Fund - Moderate	Global Allocation	Dec 29, 2005	0.25%	-1.27%	6.10%	5.98%	62
KTRAX	DWS Global Income Builder Fund	Global Allocation	Mar 1, 1964	0.89%	-0.44%	7.11%	9.62%	68
LFMIX	LoCorr Macro Strategies Fund Class I	Global Allocation	Mar 24, 2011	1.88%	8.74%	4.01%	2.89%	90
LGI	Lazard Global Total Return and Income Fund	Global Allocation	Apr 28, 2004	0.02%	-2.75%	12.96%	10.76%	32
LSWWX	Loomis Sayles Global Allocation Fund	Global Allocation	Apr 30, 1996	0.89%	-0.97%	9.11%	7.89%	39
MALOX	BlackRock Global Allocation Fund	Global Allocation	Feb 2, 1989	0.81%	-1.32%	7.77%	9.34%	80
MDLOX	BlackRock Global Allocation Fund	Global Allocation	Feb 3, 1989	1.11%	-1.39%	7.49%	9.20%	78
MFWTX	MFS Global Total Return Fund	Global Allocation	Sep 3, 1990	1.09%	1.50%	6.15%	8.29%	69
MHEIX	MH Elite Income Fund of Funds	Global Allocation	Aug 14, 2011	1.25%	0.01%	3.13%	3.79%	56
MHESX	MH Elite Select Portfolio of Funds Fund	Global Allocation	Apr 5, 2006	0.21%	0.46%	4.80%	0.00%	65
MPBAX	Morgan Stanley Institutional Fund Trust Global Str...	Global Allocation	Dec 30, 1992	0.72%	-1.08%	6.76%	6.85%	72
MQIFX	Franklin Mutual Quest Fund	Global Allocation	Sep 25, 1980	0.78%	1.25%	5.69%	4.13%	38
MSTGX	Morningstar Global Income Fund	Global Allocation	Nov 1, 2018	0.62%	3.40%	—	2.53%	76
MSTSX	Morningstar Global Opportunistic Equity Fund	Global Allocation	Nov 1, 2018	0.78%	-1.09%	—	2.46%	7
NMAI	Nuveen Multi-Asset Income Fund	Global Allocation	Nov 22, 2021	2.91%	-0.81%	—	9.68%	37
NRIIX	Nuveen Real Asset Income Fund	Global Allocation	Sep 12, 2011	0.91%	2.86%	5.89%	6.28%	79
PAFGX	T. Rowe Price Global Allocation Fund	Global Allocation	May 27, 2013	1.02%	0.06%	7.41%	6.74%	63
PALAX	Virtus Global Allocation Fund	Global Allocation	Sep 29, 1998	0.52%	0.90%	6.80%	8.15%	85
PDAVX	PineBridge Dynamic Asset Allocation Fund	Global Allocation	Mar 1, 2016	0.90%	-2.73%	—	1.79%	34

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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