Global Moderate Allocationor search across All Categories
Statistics as of May 27, 2025
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Found total of 110 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio ▲ | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 6.2% | 3yr Sharpe 0.27 | YTD Return 4.0% | 3yr Return 26.2% | 1yr Return 8.7% | Total Assets $319M | 6M Money Flow $90M | |
Expense Ratio 0.13% | TTM Yield 2.8% | 3yr Sharpe 0.24 | YTD Return 4.1% | 3yr Return 24.8% | 1yr Return 9.6% | Total Assets $21B | 6M Money Flow -$682M | |
Expense Ratio 0.15% | TTM Yield 2.6% | 3yr Sharpe 0.25 | YTD Return 4.0% | 3yr Return 25.1% | 1yr Return 9.5% | Total Assets $2B | 6M Money Flow $122M | |
Expense Ratio 0.19% | TTM Yield 4.2% | 3yr Sharpe 0.22 | YTD Return 3.1% | 3yr Return 24.2% | 1yr Return 8.5% | Total Assets $953M | 6M Money Flow $19M | |
Expense Ratio 0.18% Expense Ratio 0.55% Expense Ratio 0.30% Expense Ratio 1.30% Expense Ratio 0.80% Expense Ratio 0.18% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.19% | TTM Yield 2.5% | 3yr Sharpe 0.20 | YTD Return 3.1% | 3yr Return 23.3% | 1yr Return 8.9% | Total Assets $22M | 6M Money Flow $1M | |
Expense Ratio 0.20% | TTM Yield 2.9% | 3yr Sharpe 0.10 | YTD Return 2.7% | 3yr Return 20.6% | 1yr Return 7.2% | Total Assets $7B | 6M Money Flow -$563M | |
Expense Ratio 0.56% Expense Ratio 0.15% Expense Ratio 0.15% Expense Ratio 1.26% Expense Ratio 0.26% Expense Ratio 0.64% Expense Ratio 0.20% Expense Ratio 0.41% | ||||||||
Expense Ratio 0.25% | TTM Yield 2.7% | 3yr Sharpe 0.27 | YTD Return 2.8% | 3yr Return 25.3% | 1yr Return 8.0% | Total Assets $4B | 6M Money Flow -$312M | |
Expense Ratio 0.30% | TTM Yield 2.3% | 3yr Sharpe 0.19 | YTD Return 3.3% | 3yr Return 24.1% | 1yr Return 7.5% | Total Assets $22B | 6M Money Flow -$2B | |
Expense Ratio 0.35% | TTM Yield 3.2% | 3yr Sharpe 0.30 | YTD Return 5.5% | 3yr Return 23.7% | 1yr Return 7.8% | Total Assets $2B | 6M Money Flow -$126M | |
Expense Ratio 0.48% | ||||||||
Expense Ratio 0.35% | TTM Yield 3.0% | 3yr Sharpe 0.22 | YTD Return 4.2% | 3yr Return 22.4% | 1yr Return 8.8% | Total Assets $251M | 6M Money Flow $3M | |
Expense Ratio 0.36% | TTM Yield 3.4% | 3yr Sharpe 0.03 | YTD Return 2.8% | 3yr Return 18.1% | 1yr Return 7.1% | Total Assets $2B | 6M Money Flow -$83M | |
Expense Ratio 0.62% Expense Ratio 1.12% Expense Ratio 0.12% Expense Ratio 0.27% Expense Ratio 0.05% | ||||||||
Expense Ratio 0.37% | TTM Yield 4.1% | 3yr Sharpe -0.04 | YTD Return 4.9% | 3yr Return 14.9% | 1yr Return 6.6% | Total Assets $55M | 6M Money Flow -$2M | |
Expense Ratio 0.39% | TTM Yield 3.1% | 3yr Sharpe 0.10 | YTD Return 3.0% | 3yr Return 19.1% | 1yr Return 6.5% | Total Assets $2B | 6M Money Flow $184M | |
Expense Ratio 0.04% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.44% | TTM Yield 2.9% | 3yr Sharpe - | YTD Return 2.9% | 3yr Return - | 1yr Return 6.8% | Total Assets $193K | 6M Money Flow $25K | |
Expense Ratio 0.46% | TTM Yield 2.0% | 3yr Sharpe 0.04 | YTD Return 2.3% | 3yr Return 17.2% | 1yr Return 5.3% | Total Assets $96M | 6M Money Flow $487K | |
Expense Ratio 0.47% | TTM Yield 2.3% | 3yr Sharpe 0.21 | YTD Return 5.6% | 3yr Return 22.3% | 1yr Return 8.0% | Total Assets $26B | 6M Money Flow -$969M | |
Expense Ratio 0.81% Expense Ratio 0.58% Expense Ratio 0.47% Expense Ratio 0.84% Expense Ratio 1.55% Expense Ratio 0.86% Expense Ratio 1.11% Expense Ratio 0.57% Expense Ratio 0.81% Expense Ratio 1.54% Expense Ratio 0.52% Expense Ratio 1.59% Expense Ratio 1.06% Expense Ratio 0.63% Expense Ratio 1.53% Expense Ratio 1.28% Expense Ratio 0.53% Expense Ratio 0.91% | ||||||||
Expense Ratio 0.47% | TTM Yield 3.8% | 3yr Sharpe 0.14 | YTD Return 1.7% | 3yr Return 20.8% | 1yr Return 6.7% | Total Assets $72M | 6M Money Flow -$5M | |
Expense Ratio 0.72% Expense Ratio 0.72% Expense Ratio 1.47% | ||||||||
Expense Ratio 0.47% | TTM Yield 1.8% | 3yr Sharpe 0.17 | YTD Return 4.4% | 3yr Return 25.7% | 1yr Return 8.1% | Total Assets $32M | 6M Money Flow $5M | |
Expense Ratio 0.47% Expense Ratio 1.47% Expense Ratio 0.72% Expense Ratio 0.97% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.4% | 3yr Sharpe 0.19 | YTD Return 2.2% | 3yr Return 22.8% | 1yr Return 7.6% | Total Assets $636M | 6M Money Flow -$56M | |
Expense Ratio 0.90% Expense Ratio 0.83% Expense Ratio 1.15% Expense Ratio 0.59% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.1% | 3yr Sharpe -0.25 | YTD Return 5.6% | 3yr Return 1.9% | 1yr Return 2.5% | Total Assets $488M | 6M Money Flow -$21M | |
Expense Ratio 0.50% | TTM Yield 2.8% | 3yr Sharpe -0.05 | YTD Return 4.1% | 3yr Return 15.1% | 1yr Return 8.8% | Total Assets $58M | 6M Money Flow -$5M | |
Expense Ratio 0.20% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.50% | TTM Yield 8.2% | 3yr Sharpe 0.06 | YTD Return 1.3% | 3yr Return 16.5% | 1yr Return 9.6% | Total Assets $33M | 6M Money Flow -$2M | |
Expense Ratio 0.55% | TTM Yield 2.4% | 3yr Sharpe 0.10 | YTD Return 3.1% | 3yr Return 20.1% | 1yr Return 7.5% | Total Assets $9B | 6M Money Flow -$379M | |
Expense Ratio 0.47% Expense Ratio 0.83% Expense Ratio 0.58% Expense Ratio 1.08% Expense Ratio 1.58% | ||||||||
Expense Ratio 0.55% | TTM Yield 3.0% | 3yr Sharpe 0.04 | YTD Return 3.4% | 3yr Return 16.4% | 1yr Return 8.5% | Total Assets $78M | 6M Money Flow -$6M | |
Expense Ratio 0.58% | TTM Yield 3.8% | 3yr Sharpe 0.24 | YTD Return 7.1% | 3yr Return 22.8% | 1yr Return 14.5% | Total Assets $127B | 6M Money Flow -$4B | |
Expense Ratio 0.27% Expense Ratio 0.37% Expense Ratio 0.27% Expense Ratio 0.65% Expense Ratio 0.61% Expense Ratio 1.33% Expense Ratio 0.62% Expense Ratio 0.91% Expense Ratio 1.36% Expense Ratio 0.41% Expense Ratio 0.31% Expense Ratio 0.36% Expense Ratio 1.36% Expense Ratio 0.84% Expense Ratio 1.36% Expense Ratio 1.07% Expense Ratio 0.32% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.59% | TTM Yield 5.6% | 3yr Sharpe 0.41 | YTD Return 6.8% | 3yr Return 25.2% | 1yr Return 4.9% | Total Assets $1B | 6M Money Flow $48M | |
Expense Ratio 0.60% | TTM Yield 3.0% | 3yr Sharpe 0.29 | YTD Return 5.0% | 3yr Return 25.4% | 1yr Return 11.8% | Total Assets $2B | 6M Money Flow -$11M | |
Expense Ratio 0.42% Expense Ratio 1.34% Expense Ratio 0.32% Expense Ratio 0.69% Expense Ratio 0.32% Expense Ratio 0.90% Expense Ratio 0.60% Expense Ratio 1.17% Expense Ratio 0.44% Expense Ratio 1.32% Expense Ratio 1.11% Expense Ratio 0.40% | ||||||||
Expense Ratio 0.60% | TTM Yield 3.2% | 3yr Sharpe 0.18 | YTD Return 5.0% | 3yr Return 19.6% | 1yr Return 10.9% | Total Assets $1B | 6M Money Flow -$34M | |
Expense Ratio 0.40% Expense Ratio 1.33% Expense Ratio 0.31% Expense Ratio 0.66% Expense Ratio 0.31% Expense Ratio 0.92% Expense Ratio 0.63% Expense Ratio 1.20% Expense Ratio 1.32% Expense Ratio 0.36% Expense Ratio 0.46% Expense Ratio 1.09% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.7% | 3yr Sharpe 0.21 | YTD Return 3.4% | 3yr Return 23.9% | 1yr Return 7.5% | Total Assets $2B | 6M Money Flow -$127M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.64% | TTM Yield 2.0% | 3yr Sharpe 0.14 | YTD Return 3.4% | 3yr Return 22.7% | 1yr Return 7.9% | Total Assets $4B | 6M Money Flow -$46M | |
Expense Ratio 0.57% Expense Ratio 0.94% Expense Ratio 0.69% Expense Ratio 1.19% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.65% | TTM Yield 3.9% | 3yr Sharpe 0.29 | YTD Return 4.9% | 3yr Return 27.8% | 1yr Return 8.5% | Total Assets $225M | 6M Money Flow -$6M | |
Expense Ratio 0.66% | TTM Yield 2.2% | 3yr Sharpe 0.27 | YTD Return 4.3% | 3yr Return 25.6% | 1yr Return 10.3% | Total Assets $14B | 6M Money Flow -$241M | |
Expense Ratio 0.45% Expense Ratio 1.40% Expense Ratio 0.35% Expense Ratio 0.69% Expense Ratio 0.35% Expense Ratio 0.99% Expense Ratio 1.42% Expense Ratio 0.45% Expense Ratio 0.70% Expense Ratio 0.68% Expense Ratio 0.40% Expense Ratio 1.45% Expense Ratio 0.49% Expense Ratio 0.93% Expense Ratio 0.60% Expense Ratio 1.40% Expense Ratio 1.15% Expense Ratio 0.38% Expense Ratio 0.40% Expense Ratio 0.76% | ||||||||
Expense Ratio 0.66% | TTM Yield 6.6% | 3yr Sharpe 0.45 | YTD Return 10.0% | 3yr Return 29.3% | 1yr Return 13.0% | Total Assets $5B | 6M Money Flow $535M | |
Expense Ratio 0.85% Expense Ratio 1.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.68% | TTM Yield 7.4% | 3yr Sharpe 0.11 | YTD Return 3.0% | 3yr Return 21.7% | 1yr Return 9.3% | Total Assets $1B | 6M Money Flow $38M | |
Expense Ratio 0.63% Expense Ratio 0.93% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.68% | TTM Yield 1.4% | 3yr Sharpe 0.14 | YTD Return 6.2% | 3yr Return 20.4% | 1yr Return 10.0% | Total Assets $554M | 6M Money Flow -$71M | |
Expense Ratio 1.01% Expense Ratio 0.74% Expense Ratio 1.84% | ||||||||
Expense Ratio 0.68% | TTM Yield 1.3% | 3yr Sharpe 0.27 | YTD Return 4.2% | 3yr Return 25.9% | 1yr Return 9.6% | Total Assets $182M | 6M Money Flow -$145M | |
Expense Ratio 0.62% | ||||||||
Expense Ratio 0.69% | TTM Yield 1.6% | 3yr Sharpe 0.00 | YTD Return 1.0% | 3yr Return 17.9% | 1yr Return 5.7% | Total Assets $449M | 6M Money Flow -$46M | |
Expense Ratio 0.69% | TTM Yield 4.7% | 3yr Sharpe 0.28 | YTD Return 6.4% | 3yr Return 24.4% | 1yr Return 7.1% | Total Assets $395M | 6M Money Flow $672K | |
Expense Ratio 0.80% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.6% | 3yr Sharpe 0.12 | YTD Return 3.1% | 3yr Return 20.4% | 1yr Return 8.6% | Total Assets $1B | 6M Money Flow -$42M | |
Expense Ratio 1.07% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.7% | 3yr Sharpe 0.21 | YTD Return 2.8% | 3yr Return 24.2% | 1yr Return 7.2% | Total Assets $878M | 6M Money Flow -$39M | |
Expense Ratio 0.70% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.71% | TTM Yield 2.5% | 3yr Sharpe 0.29 | YTD Return 3.9% | 3yr Return 25.4% | 1yr Return 8.5% | Total Assets $92M | 6M Money Flow -$16M | |
Expense Ratio 0.96% | ||||||||
Expense Ratio 0.71% | TTM Yield 3.2% | 3yr Sharpe 0.29 | YTD Return 4.5% | 3yr Return 25.0% | 1yr Return 7.8% | Total Assets $21M | 6M Money Flow -$2M | |