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 4.33% | TTM Yield 5.1% | 3yr Sharpe -0.07 | YTD Return 0.2% | 3yr Return 20.2% | 1yr Return 14.4% | Total Assets $114M | 6M Money Flow -$2M | |
Expense Ratio 4.21% | TTM Yield 5.2% | 3yr Sharpe -0.05 | YTD Return 3.1% | 3yr Return 20.9% | 1yr Return 9.9% | Total Assets $488M | 6M Money Flow -$19M | |
Expense Ratio 3.50% | TTM Yield 13.6% | 3yr Sharpe 0.22 | YTD Return 5.5% | 3yr Return 23.8% | 1yr Return 14.8% | Total Assets $452M | 6M Money Flow - | |
Expense Ratio 3.49% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.2% | 3yr Return - | 1yr Return - | Total Assets $17M | 6M Money Flow - | |
Expense Ratio 3.07% | TTM Yield 8.7% | 3yr Sharpe 0.09 | YTD Return 2.2% | 3yr Return 21.5% | 1yr Return 11.4% | Total Assets $790M | 6M Money Flow -$41M | |
Expense Ratio 2.75% | TTM Yield 9.3% | 3yr Sharpe -0.36 | YTD Return 1.1% | 3yr Return 2.9% | 1yr Return 9.1% | Total Assets $183M | 6M Money Flow - | |
Expense Ratio 1.95% | TTM Yield 12.0% | 3yr Sharpe -0.05 | YTD Return 29.7% | 3yr Return 14.3% | 1yr Return 29.5% | Total Assets $274M | 6M Money Flow - | |
Expense Ratio 1.71% | TTM Yield 2.8% | 3yr Sharpe -0.05 | YTD Return 3.0% | 3yr Return 12.0% | 1yr Return 5.5% | Total Assets $3B | 6M Money Flow -$204M | |
Expense Ratio 1.69% | TTM Yield 1.9% | 3yr Sharpe -0.09 | YTD Return 4.9% | 3yr Return 12.9% | 1yr Return 7.8% | Total Assets $33M | 6M Money Flow -$853K | |
Expense Ratio 2.19% Expense Ratio 1.44% | ||||||||
Expense Ratio 1.65% | TTM Yield 1.8% | 3yr Sharpe - | YTD Return -3.6% | 3yr Return - | 1yr Return -1.8% | Total Assets $70M | 6M Money Flow $20M | |
Expense Ratio 2.05% | ||||||||
Expense Ratio 1.59% | TTM Yield 5.9% | 3yr Sharpe 0.59 | YTD Return 15.6% | 3yr Return 45.4% | 1yr Return 24.4% | Total Assets $646M | 6M Money Flow - | |
Expense Ratio 1.42% | TTM Yield 1.8% | 3yr Sharpe -0.09 | YTD Return 2.3% | 3yr Return 12.4% | 1yr Return 5.5% | Total Assets $143M | 6M Money Flow -$11M | |
Expense Ratio 1.17% | ||||||||
Expense Ratio 1.32% | TTM Yield 2.0% | 3yr Sharpe 0.00 | YTD Return 8.6% | 3yr Return 14.7% | 1yr Return 12.1% | Total Assets $79M | 6M Money Flow -$7M | |
Expense Ratio 1.07% Expense Ratio 2.07% | ||||||||
Expense Ratio 1.27% | TTM Yield 0.9% | 3yr Sharpe 0.11 | YTD Return 4.4% | 3yr Return 16.8% | 1yr Return 6.1% | Total Assets $1B | 6M Money Flow -$58M | |
Expense Ratio 1.02% Expense Ratio 1.52% Expense Ratio 2.02% Expense Ratio 0.91% | ||||||||
Expense Ratio 1.26% | TTM Yield 3.3% | 3yr Sharpe -0.11 | YTD Return 9.9% | 3yr Return 9.5% | 1yr Return 4.3% | Total Assets $60M | 6M Money Flow -$22M | |
Expense Ratio 0.91% Expense Ratio 1.01% Expense Ratio 0.91% Expense Ratio 2.01% Expense Ratio 0.91% Expense Ratio 1.51% Expense Ratio 0.96% Expense Ratio 1.21% | ||||||||
Expense Ratio 1.23% | TTM Yield 4.8% | 3yr Sharpe 0.39 | YTD Return 6.1% | 3yr Return 23.6% | 1yr Return 5.6% | Total Assets $2B | 6M Money Flow -$266M | |
Expense Ratio 1.18% Expense Ratio 1.34% Expense Ratio 1.23% | ||||||||
Expense Ratio 1.22% | TTM Yield 0.5% | 3yr Sharpe -0.08 | YTD Return 3.3% | 3yr Return 12.6% | 1yr Return 6.7% | Total Assets $306M | 6M Money Flow -$25M | |
Expense Ratio 0.97% | ||||||||
Expense Ratio 1.21% | TTM Yield 0.7% | 3yr Sharpe 0.13 | YTD Return 4.1% | 3yr Return 21.8% | 1yr Return 8.1% | Total Assets $439M | 6M Money Flow -$56M | |
Expense Ratio 0.96% Expense Ratio 1.96% Expense Ratio 0.82% | ||||||||
Expense Ratio 1.20% | TTM Yield 2.3% | 3yr Sharpe 0.01 | YTD Return 10.5% | 3yr Return 17.2% | 1yr Return 8.3% | Total Assets $291M | 6M Money Flow -$32M | |
Expense Ratio 0.95% Expense Ratio 1.95% Expense Ratio 0.88% | ||||||||
Expense Ratio 1.20% | TTM Yield 4.6% | 3yr Sharpe 0.14 | YTD Return 3.2% | 3yr Return 21.4% | 1yr Return 10.7% | Total Assets $41M | 6M Money Flow -$196M | |
Expense Ratio 0.95% | ||||||||
Expense Ratio 1.17% | TTM Yield 5.1% | 3yr Sharpe 0.31 | YTD Return 6.8% | 3yr Return 28.9% | 1yr Return 7.8% | Total Assets $259M | 6M Money Flow -$19M | |
Expense Ratio 0.92% Expense Ratio 1.92% Expense Ratio 1.42% | ||||||||
Expense Ratio 1.17% | TTM Yield 4.7% | 3yr Sharpe 0.41 | YTD Return 6.8% | 3yr Return 26.1% | 1yr Return 11.6% | Total Assets $185M | 6M Money Flow -$1M | |
Expense Ratio 0.92% Expense Ratio 0.82% Expense Ratio 1.92% | ||||||||
Expense Ratio 1.16% | TTM Yield 3.0% | 3yr Sharpe - | YTD Return 4.0% | 3yr Return 38.8% | 1yr Return 9.6% | Total Assets $10B | 6M Money Flow -$251M | |
Expense Ratio 1.15% | TTM Yield 2.0% | 3yr Sharpe 0.04 | YTD Return 3.8% | 3yr Return 17.1% | 1yr Return 8.3% | Total Assets $268M | 6M Money Flow -$15M | |
Expense Ratio 0.86% Expense Ratio 1.58% Expense Ratio 1.95% Expense Ratio 0.84% | ||||||||
Expense Ratio 1.14% | TTM Yield 2.2% | 3yr Sharpe 0.14 | YTD Return 3.1% | 3yr Return 21.1% | 1yr Return 8.1% | Total Assets $599M | 6M Money Flow -$55M | |
Expense Ratio 1.89% Expense Ratio 0.99% Expense Ratio 1.43% Expense Ratio 0.93% | ||||||||
Expense Ratio 1.13% | TTM Yield 1.9% | 3yr Sharpe 0.32 | YTD Return 4.1% | 3yr Return 30.4% | 1yr Return 10.1% | Total Assets $1B | 6M Money Flow -$91M | |
Expense Ratio 1.00% Expense Ratio 0.79% Expense Ratio 1.94% Expense Ratio 0.70% | ||||||||
Expense Ratio 1.13% | TTM Yield 2.4% | 3yr Sharpe 0.10 | YTD Return 5.0% | 3yr Return 19.6% | 1yr Return 9.4% | Total Assets $102M | 6M Money Flow -$13M | |
Expense Ratio 1.38% Expense Ratio 1.88% | ||||||||
Expense Ratio 1.12% | TTM Yield 4.3% | 3yr Sharpe 0.03 | YTD Return 3.5% | 3yr Return 14.6% | 1yr Return 8.6% | Total Assets $104M | 6M Money Flow -$135K | |
Expense Ratio 1.11% | TTM Yield 2.2% | 3yr Sharpe 0.06 | YTD Return 3.7% | 3yr Return 16.4% | 1yr Return 6.3% | Total Assets $1B | 6M Money Flow -$38M | |
Expense Ratio 1.11% | TTM Yield 1.4% | 3yr Sharpe 0.19 | YTD Return 5.3% | 3yr Return 23.7% | 1yr Return 10.6% | Total Assets $282M | 6M Money Flow -$17M | |
Expense Ratio 1.56% Expense Ratio 1.21% Expense Ratio 2.31% | ||||||||
Expense Ratio 1.10% | TTM Yield 3.9% | 3yr Sharpe 0.09 | YTD Return 4.5% | 3yr Return 20.2% | 1yr Return 8.5% | Total Assets $425M | 6M Money Flow -$64M | |
Expense Ratio 0.85% Expense Ratio 0.85% Expense Ratio 1.85% Expense Ratio 0.85% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.1% | 3yr Sharpe 0.15 | YTD Return 6.0% | 3yr Return 22.1% | 1yr Return 9.4% | Total Assets $16B | 6M Money Flow -$1B | |
Expense Ratio 0.85% Expense Ratio 0.76% Expense Ratio 1.89% Expense Ratio 1.46% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.6% | 3yr Sharpe 0.12 | YTD Return 3.8% | 3yr Return 19.0% | 1yr Return 6.6% | Total Assets $3B | 6M Money Flow -$105M | |
Expense Ratio 1.09% | TTM Yield 2.0% | 3yr Sharpe 0.11 | YTD Return 6.1% | 3yr Return 17.5% | 1yr Return 7.3% | Total Assets $1B | 6M Money Flow -$118M | |
Expense Ratio 0.84% Expense Ratio 0.77% Expense Ratio 1.84% Expense Ratio 1.09% Expense Ratio 0.84% Expense Ratio 1.84% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.9% | 3yr Sharpe 0.15 | YTD Return 3.5% | 3yr Return 21.9% | 1yr Return 9.1% | Total Assets $728M | 6M Money Flow -$47M | |
Expense Ratio 0.84% Expense Ratio 0.49% Expense Ratio 0.64% Expense Ratio 1.34% Expense Ratio 1.84% Expense Ratio 0.64% | ||||||||
Expense Ratio 1.09% | TTM Yield 3.0% | 3yr Sharpe -0.06 | YTD Return 3.7% | 3yr Return 13.8% | 1yr Return 8.4% | Total Assets $414M | 6M Money Flow -$28M | |
Expense Ratio 0.84% Expense Ratio 1.86% Expense Ratio 0.84% | ||||||||
Expense Ratio 1.06% | TTM Yield 1.5% | 3yr Sharpe 0.44 | YTD Return 6.1% | 3yr Return 35.7% | 1yr Return 9.9% | Total Assets $2B | 6M Money Flow -$114M | |
Expense Ratio 0.81% Expense Ratio 1.06% Expense Ratio 1.81% Expense Ratio 1.31% Expense Ratio 0.78% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.4% | 3yr Sharpe 0.15 | YTD Return 2.9% | 3yr Return 19.6% | 1yr Return 8.0% | Total Assets $415M | 6M Money Flow -$36M | |
Expense Ratio 0.72% Expense Ratio 1.79% | ||||||||
Expense Ratio 1.04% | TTM Yield 2.3% | 3yr Sharpe 0.19 | YTD Return 3.2% | 3yr Return 22.9% | 1yr Return 9.1% | Total Assets $309M | 6M Money Flow -$19M | |
Expense Ratio 1.36% Expense Ratio 0.77% Expense Ratio 0.76% Expense Ratio 1.87% Expense Ratio 1.07% Expense Ratio 0.67% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe 0.22 | YTD Return 3.4% | 3yr Return 23.3% | 1yr Return 8.8% | Total Assets $191M | 6M Money Flow -$21M | |
Expense Ratio 1.79% Expense Ratio 0.72% | ||||||||
Expense Ratio 1.03% | TTM Yield 4.7% | 3yr Sharpe 0.34 | YTD Return 8.6% | 3yr Return 27.2% | 1yr Return 10.9% | Total Assets $390M | 6M Money Flow -$20M | |
Expense Ratio 1.77% Expense Ratio 0.85% | ||||||||
Expense Ratio 1.03% | TTM Yield 3.1% | 3yr Sharpe 0.06 | YTD Return 2.3% | 3yr Return 18.5% | 1yr Return 6.1% | Total Assets $21M | 6M Money Flow -$589K | |
Expense Ratio 0.78% Expense Ratio 1.78% | ||||||||