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
PDPAX	Virtus Duff & Phelps Real Asset Fund	Global Allocation	Nov 29, 2005	0.81%	8.95%	7.39%	1.63%	78
PDRDX	Principal Diversified Real Asset Fund	Global Allocation	Mar 15, 2010	0.83%	11.03%	6.72%	3.86%	90
PDSYX	Principal Diversified Select Real Asset Fund	Global Allocation	Jul 2, 2019	1.20%	4.12%	—	1.78%	83
PFADX	PFG BNY Mellon Diversifier Strategy Fund	Global Allocation	Dec 10, 2017	2.05%	1.85%	—	2.42%	64
PGAIX	PIMCO Global Core Asset Allocation Fund	Global Allocation	Oct 28, 2008	1.00%	2.35%	8.44%	2.49%	91
PGP	PIMCO Global StocksPLUS & Income Fund	Global Allocation	May 31, 2005	—	1.89%	4.00%	8.97%	77
PIALX	Pioneer Solutions - Balanced Fund	Global Allocation	Aug 8, 2004	0.44%	1.21%	7.46%	5.67%	92
PMFYX	Pioneer Multi-Asset Income Fund	Global Allocation	Dec 21, 2011	0.65%	2.07%	8.74%	5.92%	93
PQIPX	PIMCO Dividend and Income Fund	Global Allocation	Dec 13, 2011	0.81%	4.11%	7.91%	2.87%	91
QVGIX	Invesco Global Allocation Fund	Global Allocation	Oct 31, 1991	1.15%	0.98%	6.23%	6.73%	59
RALIX	Lazard Real Assets Portfolio	Global Allocation	Dec 29, 2016	0.80%	9.12%	—	8.08%	82
RAPZX	Cohen & Steers Real Assets Fund Inc	Global Allocation	Jan 30, 2012	0.80%	11.72%	7.23%	1.29%	73
RGBFX	American Funds Global Balanced Fund Class R5	Global Allocation	Feb 1, 2011	0.53%	0.60%	6.99%	6.60%	81
RIDGX	American Funds Income Fund of America Class R-6	Global Allocation	—	0.26%	3.03%	8.71%	10.02%	78
RMGSX	Russell Investments Multi-Asset Growth Strategy Fu...	Global Allocation	Mar 6, 2017	0.91%	0.59%	—	3.66%	79
RPGAX	T. Rowe Price Global Allocation Fund	Global Allocation	May 28, 2013	1.01%	0.19%	7.66%	7.01%	64
SAWMX	SA Worldwide Moderate Growth Fund	Global Allocation	Jun 30, 2015	0.00%	2.53%	8.13%	5.80%	80
SEAIX	SEI Asset Allocation Trust Aggressive Strategy Fun...	Global Allocation	Nov 16, 2003	0.60%	0.32%	8.39%	8.69%	73
SGHIX	Sextant Global High Income Fund	Global Allocation	Mar 29, 2012	0.75%	1.23%	7.05%	5.01%	61
TIBAX	Thornburg Investment Income Builder Fund	Global Allocation	Dec 23, 2002	1.14%	10.64%	11.97%	5.17%	98

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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