In Alternatives & Multi-Asset

Multi-Asset & Alternatives

Funds blending several asset classes or running alternative strategies such as managed futures, merger arbitrage, and target-date allocation.

Multi-Asset Allocation⁠

37 funds · $15.5B

UCBGState Street SPDR UC Investments 90/10 Endowment Strategy Index ETFA AOAiShares Core 80/20 Aggressive Allocation ETFA IRTRiShares LifePath Retirement ETFA

49% graded A or B

See all 37 funds

Alternative Strategies⁠

29 funds · $13.9B

LALTFirst Trust Multi-Strategy Alternative ETFA QAINYLI Hedge Multi-Strategy Tracker ETFA HBDCHilton BDC Corporate Bond ETFA

34% graded A or B

See all 29 funds

Balanced Allocation⁠

4 funds · $13.7B

AORiShares Core 60/40 Balanced Allocation ETFA AOMiShares Core 40/60 Moderate Allocation ETFA CGBLCapital Group Core Balanced ETFC

50% graded A or B

See all 4 funds

Managed Futures⁠

13 funds · $7.3B

WTMFWisdomTree Managed Futures Strategy FundA JPFPJPMorgan Managed Futures Plus ETFB IMFInvesco Actively Managed Exchange-Traded Fund Trust - Invesco Managed Futures Strategy ETFB

46% graded A or B

See all 13 funds

Capital-Efficient Allocation⁠

19 funds · $6.7B

NTSXWisdomTree U.S. Efficient Core FundA GDEWisdomTree Efficient Gold Plus Equity Strategy FundA NTSIWisdomTree International Efficient Core FundB

42% graded A or B

See all 19 funds

Conservative Allocation⁠

8 funds · $6.5B

AOKiShares Core 30/70 Conservative Allocation ETFA CGMSCapital Group U.S. Multi-Sector Income ETFA MULTFranklin Multisector Income ETFC

25% graded A or B

See all 8 funds

Tactical Allocation⁠

46 funds · $4.5B

ENDWCambria Endowment Style ETFA GMODGMO Dynamic Allocation ETFA TSPXManager Directed Portfolios - Twin Oak Active Opportunities ETFA

52% graded A or B

See all 46 funds

Multi-Asset Income⁠

15 funds · $3.7B

IYLDiShares Morningstar Multi-Asset Income ETFA INCMFranklin Income Focus ETFA FTBIFirst Trust Balanced Income ETFB

53% graded A or B

See all 15 funds

Closed-End Fund Portfolios⁠

7 funds · $2.2B

FCEFFirst Trust Income Opportunities ETFB CCEFCalamos CEF Income & Arbitrage ETFB CEFSSaba Opportunistic Hedged Closed-End Funds ETFC

29% graded A or B

See all 7 funds

Portfolio Hedging⁠

11 funds · $1.8B

PFIXSimplify Interest Rate Hedge ETFB CAOSAlpha Architect Tail Risk ETFB RFIXSimplify Bond Bull ETFB

45% graded A or B

See all 11 funds

Currency-Hedged Funds⁠

9 funds · $1.5B

HSBHHSBC Holdings plc ADRhedgedB DDWMWisdomTree Dynamic International Equity FundC STHHSTMicroelectronics NV ADRhedgedC

11% graded A or B

See all 9 funds

Target Date⁠

9 funds · $685M

ITDCiShares LifePath Target Date 2035 ETFA ITDBiShares LifePath Target Date 2030 ETFA ITDDiShares LifePath Target Date 2040 ETFB

100% graded A or B

See all 9 funds

Merger Arbitrage⁠

5 funds · $437M

MNANYLI Merger Arbitrage ETFB ARBAltShares Merger Arbitrage ETFB MRGRProShares - Merger ETFB

60% graded A or B

See all 5 funds

Stocks & Crypto Blend⁠

5 funds · $13M

BBBCYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETFC BTCK7RCC Spot Bitcoin and Carbon Credit Futures ETFC EEECYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETFC

0% graded A or B

See all 5 funds