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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.
NameExpense RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Global Moderate Allocation
Expense Ratio
3.49%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.2%
3yr Return
-
1yr Return
-
Total Assets
$17M
6M Money Flow
-
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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