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 0.78% | 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 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 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 0.81% | TTM Yield 3.2% | 3yr Sharpe -0.32 | YTD Return 6.5% | 3yr Return 0.2% | 1yr Return 10.9% | Total Assets $5M | 6M Money Flow $351K | |
Expense Ratio 0.76% Expense Ratio 1.06% | ||||||||
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 0.80% | 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 0.50% | 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 0.76% | 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 0.97% | TTM Yield 4.5% | 3yr Sharpe -0.11 | YTD Return 7.6% | 3yr Return 11.6% | 1yr Return 9.6% | Total Assets $15M | 6M Money Flow -$934K | |
Expense Ratio 1.97% Expense Ratio 1.22% | ||||||||
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 1.42% | 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 1.69% | 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 1.22% | 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 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 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 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 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 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 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 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 0.69% | 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 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 1.20% | 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 1.12% | 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 0.36% | 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 0.55% | 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 0.88% | TTM Yield 3.0% | 3yr Sharpe 0.04 | YTD Return 4.2% | 3yr Return 18.8% | 1yr Return 8.6% | Total Assets $184M | 6M Money Flow -$9M | |
Expense Ratio 0.95% Expense Ratio 0.73% Expense Ratio 1.74% Expense Ratio 1.13% | ||||||||
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 1.15% | 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 0.75% | 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 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 0.50% | 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 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 1.03% | 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 0.75% | TTM Yield 1.8% | 3yr Sharpe 0.08 | YTD Return 8.2% | 3yr Return 17.1% | 1yr Return 13.2% | Total Assets $124M | 6M Money Flow $27M | |
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 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 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 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 0.55% | 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 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 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% | ||||||||