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 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 1.09% | 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 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 0.58% | 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 0.87% | TTM Yield 2.5% | 3yr Sharpe 0.12 | YTD Return 2.9% | 3yr Return 21.1% | 1yr Return 7.9% | Total Assets $2B | 6M Money Flow -$119M | |
Expense Ratio 1.37% | ||||||||
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 0.55% | 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 0.68% | 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 0.66% | 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 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 0.97% | TTM Yield 0.8% | 3yr Sharpe 0.33 | YTD Return 4.2% | 3yr Return 36.4% | 1yr Return 8.7% | Total Assets $260M | 6M Money Flow -$16M | |
Expense Ratio 1.22% Expense Ratio 1.97% | ||||||||
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 0.97% | TTM Yield 2.3% | 3yr Sharpe 0.11 | YTD Return 2.4% | 3yr Return 21.1% | 1yr Return 8.0% | Total Assets $368M | 6M Money Flow -$23M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 0.67% | ||||||||
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 0.91% | TTM Yield 1.8% | 3yr Sharpe -0.29 | YTD Return 6.0% | 3yr Return 3.5% | 1yr Return 5.0% | Total Assets $108M | 6M Money Flow -$10M | |
Expense Ratio 1.16% Expense Ratio 0.81% Expense Ratio 1.41% Expense Ratio 1.91% | ||||||||
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 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 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 0.96% | TTM Yield 2.7% | 3yr Sharpe 0.41 | YTD Return 12.4% | 3yr Return 26.9% | 1yr Return 15.2% | Total Assets $2B | 6M Money Flow -$11M | |
Expense Ratio 1.17% Expense Ratio 0.89% Expense Ratio 1.94% | ||||||||
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 0.93% | TTM Yield 1.0% | 3yr Sharpe 0.24 | YTD Return 4.1% | 3yr Return 25.0% | 1yr Return 9.4% | Total Assets $3B | 6M Money Flow -$145M | |
Expense Ratio 1.68% Expense Ratio 1.18% | ||||||||
Expense Ratio 1.00% | TTM Yield 3.2% | 3yr Sharpe 0.60 | YTD Return 4.0% | 3yr Return 39.0% | 1yr Return 9.7% | Total Assets $11B | 6M Money Flow -$382M | |
Expense Ratio 1.06% | ||||||||
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 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 0.64% | 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 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 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 0.37% | 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 0.35% | 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 0.78% | TTM Yield 2.5% | 3yr Sharpe 0.04 | YTD Return 3.8% | 3yr Return 18.5% | 1yr Return 6.9% | Total Assets $3B | 6M Money Flow -$144M | |
Expense Ratio 0.65% Expense Ratio 1.03% Expense Ratio 1.53% Expense Ratio 1.40% Expense Ratio 1.15% Expense Ratio 0.90% Expense Ratio 0.75% | ||||||||
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 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 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 0.69% | 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 0.19% | 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 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 0.75% | TTM Yield 12.2% | 3yr Sharpe 0.04 | YTD Return 8.7% | 3yr Return 17.9% | 1yr Return 10.2% | Total Assets $21M | 6M Money Flow -$1M | |
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 1.95% | 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 1.26% | 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 1.13% | 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% | ||||||||