Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Moderate Allocationor search across All Categories

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 222 distinct funds
Download top 1000 CSV
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
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-0.9%
3yr Return
-
1yr Return
5.0%
Total Assets
$57M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.5%
3yr Sharpe
0.63
YTD Return
-2.8%
3yr Return
26.3%
1yr Return
7.1%
Total Assets
$415M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
5.25%
TTM Yield
6.5%
3yr Sharpe
-0.16
YTD Return
-3.9%
3yr Return
-7.6%
1yr Return
12.5%
Total Assets
$673M
6M Money Flow
-
Moderate Allocation
Expense Ratio
4.43%
TTM Yield
6.6%
3yr Sharpe
0.07
YTD Return
2.6%
3yr Return
7.5%
1yr Return
23.5%
Total Assets
$893M
6M Money Flow
-$24M
Moderate Allocation
Expense Ratio
4.26%
TTM Yield
4.3%
3yr Sharpe
-0.09
YTD Return
2.1%
3yr Return
12.5%
1yr Return
7.2%
Total Assets
$70M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
4.05%
TTM Yield
7.0%
3yr Sharpe
0.15
YTD Return
-3.0%
3yr Return
12.7%
1yr Return
4.0%
Total Assets
$40M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
5.4%
3yr Sharpe
-0.38
YTD Return
-1.9%
3yr Return
-18.1%
1yr Return
13.0%
Total Assets
$382M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
3.62%
TTM Yield
2.8%
3yr Sharpe
0.17
YTD Return
3.0%
3yr Return
13.3%
1yr Return
4.9%
Total Assets
$48M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.89
YTD Return
3.1%
3yr Return
35.1%
1yr Return
14.3%
Total Assets
$764M
6M Money Flow
$100M
Moderate Allocation
Expense Ratio
2.93%
TTM Yield
7.5%
3yr Sharpe
-0.24
YTD Return
0.2%
3yr Return
-7.2%
1yr Return
22.6%
Total Assets
$110M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
2.66%
TTM Yield
1.9%
3yr Sharpe
0.09
YTD Return
-7.0%
3yr Return
8.9%
1yr Return
-0.7%
Total Assets
$61M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
2.53%
TTM Yield
0.4%
3yr Sharpe
-0.15
YTD Return
-8.4%
3yr Return
1.5%
1yr Return
-1.0%
Total Assets
$255M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
2.28%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
-5.8%
3yr Return
3.3%
1yr Return
-0.1%
Total Assets
$125M
6M Money Flow
-$15M
Moderate Allocation
Expense Ratio
2.25%
TTM Yield
8.9%
3yr Sharpe
-0.59
YTD Return
0.7%
3yr Return
4.4%
1yr Return
1.5%
Total Assets
$266M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
2.16%
TTM Yield
2.0%
3yr Sharpe
0.03
YTD Return
-7.5%
3yr Return
7.5%
1yr Return
-1.7%
Total Assets
$1M
6M Money Flow
$13K
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
2.1%
3yr Sharpe
0.02
YTD Return
-7.1%
3yr Return
7.7%
1yr Return
-1.1%
Total Assets
$2M
6M Money Flow
$111K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
7.2%
3yr Sharpe
-0.01
YTD Return
-3.4%
3yr Return
7.6%
1yr Return
1.8%
Total Assets
$41M
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.6%
3yr Sharpe
0.03
YTD Return
-6.4%
3yr Return
8.8%
1yr Return
-0.4%
Total Assets
$780K
6M Money Flow
-$48K
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.9%
3yr Sharpe
-0.55
YTD Return
-1.5%
3yr Return
-5.9%
1yr Return
0.1%
Total Assets
$18M
6M Money Flow
-$557K
Moderate Allocation
Expense Ratio
1.78%
TTM Yield
2.6%
3yr Sharpe
-0.39
YTD Return
-2.6%
3yr Return
-0.8%
1yr Return
0.5%
Total Assets
$33M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.70%
TTM Yield
0.7%
3yr Sharpe
-0.05
YTD Return
-12.7%
3yr Return
6.2%
1yr Return
-0.9%
Total Assets
$661M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.69%
TTM Yield
2.1%
3yr Sharpe
-0.26
YTD Return
-4.2%
3yr Return
-1.2%
1yr Return
-0.7%
Total Assets
$31M
6M Money Flow
-$770K
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-7.5%
3yr Return
-
1yr Return
-4.2%
Total Assets
$63M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
1.62%
TTM Yield
1.7%
3yr Sharpe
0.01
YTD Return
-3.3%
3yr Return
5.5%
1yr Return
4.1%
Total Assets
$38M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
1.55%
TTM Yield
0.7%
3yr Sharpe
0.01
YTD Return
-4.4%
3yr Return
6.6%
1yr Return
2.1%
Total Assets
$50M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
1.46%
TTM Yield
0.5%
3yr Sharpe
-0.20
YTD Return
-7.9%
3yr Return
0.2%
1yr Return
-2.3%
Total Assets
$348M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.5%
3yr Sharpe
0.11
YTD Return
-9.9%
3yr Return
9.8%
1yr Return
-4.1%
Total Assets
$55M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.0%
3yr Sharpe
0.88
YTD Return
-3.6%
3yr Return
70.2%
1yr Return
29.6%
Total Assets
$59M
6M Money Flow
$20M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.4%
3yr Sharpe
-0.11
YTD Return
-4.9%
3yr Return
4.3%
1yr Return
0.0%
Total Assets
$33M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.38%
TTM Yield
8.1%
3yr Sharpe
-
YTD Return
-3.8%
3yr Return
-
1yr Return
2.2%
Total Assets
$36M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
1.34%
TTM Yield
1.5%
3yr Sharpe
0.18
YTD Return
-6.3%
3yr Return
12.5%
1yr Return
2.7%
Total Assets
$241M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
1.32%
TTM Yield
2.1%
3yr Sharpe
-0.13
YTD Return
2.8%
3yr Return
4.6%
1yr Return
7.0%
Total Assets
$75M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.1%
3yr Sharpe
-0.19
YTD Return
-6.3%
3yr Return
1.2%
1yr Return
-0.9%
Total Assets
$89M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.25%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-8.9%
3yr Return
-
1yr Return
-5.2%
Total Assets
$64M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
1.24%
TTM Yield
1.5%
3yr Sharpe
0.16
YTD Return
-5.1%
3yr Return
13.0%
1yr Return
2.6%
Total Assets
$6B
6M Money Flow
-$172M
Moderate Allocation
Expense Ratio
1.23%
TTM Yield
2.7%
3yr Sharpe
0.04
YTD Return
-5.2%
3yr Return
8.8%
1yr Return
2.7%
Total Assets
$2B
6M Money Flow
-$104M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
2.9%
3yr Sharpe
-1.10
YTD Return
-1.9%
3yr Return
-1.7%
1yr Return
1.8%
Total Assets
$33M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.64
YTD Return
-12.8%
3yr Return
-14.5%
1yr Return
-12.0%
Total Assets
$12M
6M Money Flow
-$14M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
0.5%
3yr Sharpe
-0.09
YTD Return
-10.3%
3yr Return
2.7%
1yr Return
-1.2%
Total Assets
$166M
6M Money Flow
$14M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-7.5%
3yr Return
8.6%
1yr Return
-1.1%
Total Assets
$47M
6M Money Flow
$815K
Moderate Allocation
Expense Ratio
1.20%
TTM Yield
5.0%
3yr Sharpe
-0.07
YTD Return
-4.4%
3yr Return
5.4%
1yr Return
2.5%
Total Assets
$39M
6M Money Flow
-$199M
Moderate Allocation
Expense Ratio
1.18%
TTM Yield
2.4%
3yr Sharpe
0.09
YTD Return
-5.3%
3yr Return
9.4%
1yr Return
-0.2%
Total Assets
$98M
6M Money Flow
-$11M