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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
PQIPX
PIMCO Dividend and Income FundGlobal AllocationDec 13, 20110.81%
8.11%
8.03%
2.77%
86
QVGIX
Invesco Global Allocation FundGlobal AllocationOct 31, 19911.15%
8.80%
6.87%
6.24%
58
RALIX
Lazard Real Assets PortfolioGlobal AllocationDec 29, 20160.80%
13.01%
—7.80%
83
RAPZX
Cohen & Steers Real Assets Fund IncGlobal AllocationJan 30, 20120.80%
13.81%
6.79%
1.27%
48
RGBFX
American Funds Global Balanced Fund Class R5Global AllocationFeb 1, 20110.53%
6.53%
7.29%
6.23%
53
RMGSX
Russell Investments Multi-Asset Growth Strategy Fu...Global AllocationMar 6, 20170.91%
8.13%
—3.96%
73
RPGAX
T. Rowe Price Global Allocation FundGlobal AllocationMay 28, 20131.01%
7.33%
8.13%
6.55%
61
SAWMX
SA Worldwide Moderate Growth FundGlobal AllocationJun 30, 20150.00%
10.59%
8.70%
5.38%
94
SEAIX
SEI Asset Allocation Trust Aggressive Strategy Fun...Global AllocationNov 16, 20030.60%
11.18%
9.19%
7.92%
69
SGHIX
Sextant Global High Income FundGlobal AllocationMar 29, 20120.75%——5.01%—
TIBAX
Thornburg Investment Income Builder FundGlobal AllocationDec 23, 20021.14%
16.97%
12.29%
4.89%
98
TRXAX
Catalyst/MAP Global Balanced FundGlobal AllocationJul 28, 20111.22%
6.41%
5.60%
2.19%
60
TZINX
Templeton Global Balanced FundGlobal AllocationJun 30, 20050.95%
8.78%
4.90%
5.53%
67
VGLSX
VALIC Company I Global Strategy FundGlobal AllocationDec 4, 20050.79%
9.89%
6.40%
2.95%
86
WARAX
Allspring Absolute Return FundGlobal AllocationFeb 29, 20120.70%
18.15%
5.79%
1.69%
94
WASCX
Delaware Ivy Asset Strategy FundGlobal AllocationApr 19, 19952.18%
6.46%
8.50%
10.05%
31
WMRIX
Wilmington Real Asset FundGlobal AllocationJun 30, 20030.64%
15.37%
5.81%
6.20%
84

Rows per page

61–77 of 77

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

Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 431 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 79 Mutual fundsNontraditional Bonds · 75 Mutual fundsGlobal Bonds · 74 Mutual funds

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