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 1.65% | 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 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 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 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 0.91% | 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 0.85% | TTM Yield 2.1% | 3yr Sharpe -0.36 | YTD Return 4.9% | 3yr Return -0.4% | 1yr Return 5.0% | Total Assets $2B | 6M Money Flow -$448M | |
Expense Ratio 0.80% Expense Ratio 1.22% Expense Ratio 1.37% | ||||||||
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 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 1.42% | 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 1.23% | 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 0.69% | 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 0.86% | TTM Yield 3.6% | 3yr Sharpe 0.08 | YTD Return 1.3% | 3yr Return 18.6% | 1yr Return 5.8% | Total Assets $761M | 6M Money Flow -$46M | |
Expense Ratio 1.06% Expense Ratio 1.12% Expense Ratio 1.81% Expense Ratio 0.61% | ||||||||
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% | ||||||||
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 0.78% | TTM Yield 2.7% | 3yr Sharpe -0.50 | YTD Return 4.4% | 3yr Return -4.5% | 1yr Return 6.2% | Total Assets $398M | 6M Money Flow -$1M | |
Expense Ratio 1.03% | ||||||||
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 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 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 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 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 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 0.76% | TTM Yield 2.4% | 3yr Sharpe -0.15 | YTD Return 3.9% | 3yr Return 12.4% | 1yr Return 6.8% | Total Assets $120M | 6M Money Flow -$5M | |
Expense Ratio 0.91% | ||||||||
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 0.78% | 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 1.01% | TTM Yield 2.6% | 3yr Sharpe 0.23 | YTD Return 3.9% | 3yr Return 24.1% | 1yr Return 7.0% | Total Assets $775M | 6M Money Flow -$71M | |
Expense Ratio 0.82% Expense Ratio 1.24% | ||||||||
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 0.81% | TTM Yield 2.5% | 3yr Sharpe 0.20 | YTD Return 2.7% | 3yr Return 23.8% | 1yr Return 7.1% | Total Assets $558M | 6M Money Flow -$28M | |
Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 0.63% Expense Ratio 0.69% | ||||||||
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 0.20% | 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 0.70% | 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 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 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 0.62% | 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 0.30% | 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 0.50% | 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 0.80% | TTM Yield 3.0% | 3yr Sharpe -0.26 | YTD Return 7.0% | 3yr Return 3.9% | 1yr Return 7.6% | Total Assets $1B | 6M Money Flow $201M | |
Expense Ratio 0.80% Expense Ratio 1.15% Expense Ratio 1.87% Expense Ratio 1.30% | ||||||||
Expense Ratio 0.90% | TTM Yield 2.5% | 3yr Sharpe 0.10 | YTD Return 3.7% | 3yr Return 19.2% | 1yr Return 7.6% | Total Assets $6B | 6M Money Flow -$457M | |
Expense Ratio 0.65% Expense Ratio 0.57% Expense Ratio 1.65% Expense Ratio 0.65% Expense Ratio 0.90% | ||||||||
Expense Ratio 0.91% | TTM Yield 1.4% | 3yr Sharpe 0.27 | YTD Return 2.0% | 3yr Return 32.5% | 1yr Return 7.7% | Total Assets $3B | 6M Money Flow -$238M | |
Expense Ratio 1.16% Expense Ratio 0.82% Expense Ratio 1.91% | ||||||||
Expense Ratio 0.81% | TTM Yield 2.2% | 3yr Sharpe 0.21 | YTD Return 2.2% | 3yr Return 23.9% | 1yr Return 7.7% | Total Assets $164M | 6M Money Flow $8M | |
Expense Ratio 1.12% Expense Ratio 1.16% Expense Ratio 1.62% Expense Ratio 0.56% | ||||||||
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 | |
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 1.17% | 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% | ||||||||