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Moderate Allocationor search across All Categories

Statistics as of May 27, 2025

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Found total of 170 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 Ratio ▲TTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.02%
TTM Yield
2.4%
3yr Sharpe
0.21
YTD Return
3.1%
3yr Return
22.2%
1yr Return
8.9%
Total Assets
$993K
6M Money Flow
$121K
Moderate Allocation
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
9.0%
Total Assets
$555M
6M Money Flow
$405M
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.2%
3yr Sharpe
0.30
YTD Return
1.2%
3yr Return
28.0%
1yr Return
9.7%
Total Assets
$55B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.8%
3yr Sharpe
0.30
YTD Return
3.6%
3yr Return
26.3%
1yr Return
9.3%
Total Assets
$386M
6M Money Flow
-$32M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.5%
3yr Sharpe
0.27
YTD Return
-0.4%
3yr Return
26.4%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$89M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.6%
3yr Return
26.8%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
-$57M
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.3%
3yr Sharpe
0.35
YTD Return
2.2%
3yr Return
28.9%
1yr Return
10.4%
Total Assets
$107B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.21%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
7.9%
Total Assets
$28M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
0.26%
TTM Yield
0.5%
3yr Sharpe
0.21
YTD Return
1.7%
3yr Return
24.6%
1yr Return
9.0%
Total Assets
$184M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
1.9%
3yr Sharpe
-0.03
YTD Return
1.1%
3yr Return
15.6%
1yr Return
4.5%
Total Assets
$2B
6M Money Flow
-$87M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
1.9%
3yr Sharpe
0.37
YTD Return
0.8%
3yr Return
33.1%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
$196M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
1.8%
3yr Sharpe
0.36
YTD Return
-1.1%
3yr Return
31.4%
1yr Return
6.1%
Total Assets
$2B
6M Money Flow
-$38M
Moderate Allocation
Expense Ratio
0.33%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
12.0%
Total Assets
$2B
6M Money Flow
$947M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.5%
3yr Sharpe
0.35
YTD Return
2.6%
3yr Return
30.0%
1yr Return
9.1%
Total Assets
$566M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
3.8%
3yr Sharpe
-
YTD Return
3.3%
3yr Return
-
1yr Return
9.5%
Total Assets
$5M
6M Money Flow
-$139K
Moderate Allocation
Expense Ratio
0.38%
TTM Yield
2.3%
3yr Sharpe
0.15
YTD Return
2.8%
3yr Return
20.8%
1yr Return
8.2%
Total Assets
$1B
6M Money Flow
-$74M
Moderate Allocation
Expense Ratio
0.39%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
2.5%
3yr Return
25.8%
1yr Return
8.5%
Total Assets
$2B
6M Money Flow
-$100M
Moderate Allocation
Expense Ratio
0.40%
TTM Yield
5.9%
3yr Sharpe
0.31
YTD Return
0.3%
3yr Return
29.0%
1yr Return
8.2%
Total Assets
$112M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
2.2%
3yr Sharpe
0.09
YTD Return
2.2%
3yr Return
18.7%
1yr Return
6.5%
Total Assets
$729M
6M Money Flow
-$80M
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
6.8%
Total Assets
$204K
6M Money Flow
$31K
Moderate Allocation
Expense Ratio
0.44%
TTM Yield
2.5%
3yr Sharpe
0.17
YTD Return
2.4%
3yr Return
22.4%
1yr Return
8.2%
Total Assets
$287M
6M Money Flow
-$14M
Moderate Allocation
Expense Ratio
0.45%
TTM Yield
6.9%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
9.0%
Total Assets
$61M
6M Money Flow
$11M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.8%
3yr Sharpe
0.34
YTD Return
0.6%
3yr Return
31.9%
1yr Return
8.2%
Total Assets
$51B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.4%
3yr Sharpe
0.30
YTD Return
2.9%
3yr Return
28.1%
1yr Return
8.5%
Total Assets
$1B
6M Money Flow
-$42M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.36
YTD Return
-1.0%
3yr Return
31.3%
1yr Return
6.3%
Total Assets
$30B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
2.6%
3yr Sharpe
0.19
YTD Return
3.1%
3yr Return
22.2%
1yr Return
8.5%
Total Assets
$579M
6M Money Flow
-$28M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.8%
3yr Return
-
1yr Return
-
Total Assets
$4M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.2%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.51%
TTM Yield
2.3%
3yr Sharpe
0.24
YTD Return
1.2%
3yr Return
25.3%
1yr Return
7.7%
Total Assets
$680M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
0.37
YTD Return
5.4%
3yr Return
25.1%
1yr Return
10.4%
Total Assets
$14B
6M Money Flow
-$810M
Expense Ratio
0.53%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-1.3%
3yr Return
-
1yr Return
4.2%
Total Assets
$9M
6M Money Flow
$812K
Moderate Allocation
Expense Ratio
0.55%
TTM Yield
2.1%
3yr Sharpe
0.47
YTD Return
3.9%
3yr Return
33.7%
1yr Return
14.6%
Total Assets
$199M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.0%
3yr Sharpe
0.35
YTD Return
3.0%
3yr Return
27.9%
1yr Return
11.4%
Total Assets
$232B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.58%
TTM Yield
2.2%
3yr Sharpe
0.21
YTD Return
2.9%
3yr Return
23.3%
1yr Return
8.6%
Total Assets
$993M
6M Money Flow
-$62M
Moderate Allocation
Expense Ratio
0.58%
TTM Yield
2.7%
3yr Sharpe
0.20
YTD Return
3.0%
3yr Return
23.6%
1yr Return
7.6%
Total Assets
$460M
6M Money Flow
-$26M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
2.1%
3yr Sharpe
0.32
YTD Return
4.2%
3yr Return
28.6%
1yr Return
8.9%
Total Assets
$5B
6M Money Flow
-$162M
Moderate Allocation
Expense Ratio
0.61%
TTM Yield
2.1%
3yr Sharpe
0.24
YTD Return
3.0%
3yr Return
24.2%
1yr Return
8.2%
Total Assets
$2B
6M Money Flow
-$75M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
2.7%
3yr Return
30.5%
1yr Return
10.2%
Total Assets
$9B
6M Money Flow
-$432M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.4%
3yr Sharpe
0.35
YTD Return
1.1%
3yr Return
30.1%
1yr Return
8.9%
Total Assets
$67M
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
2.0%
3yr Sharpe
0.23
YTD Return
1.6%
3yr Return
22.8%
1yr Return
8.1%
Total Assets
$2B
6M Money Flow
-$109M
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.5%
3yr Sharpe
-0.38
YTD Return
4.8%
3yr Return
-8.8%
1yr Return
2.3%
Total Assets
$56M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
3.2%
3yr Sharpe
0.11
YTD Return
0.3%
3yr Return
20.8%
1yr Return
7.3%
Total Assets
$1B
6M Money Flow
-$167M