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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.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
4.02%
TTM Yield
4.9%
3yr Sharpe
-0.26
YTD Return
8.9%
3yr Return
-4.4%
1yr Return
26.7%
Total Assets
$386M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.0%
3yr Sharpe
-0.10
YTD Return
-1.2%
3yr Return
10.4%
1yr Return
4.9%
Total Assets
$92M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
0.05
YTD Return
0.1%
3yr Return
15.6%
1yr Return
4.4%
Total Assets
$33M
6M Money Flow
-$4M
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
0.58%
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
0.82%
TTM Yield
1.8%
3yr Sharpe
0.49
YTD Return
3.5%
3yr Return
34.9%
1yr Return
11.1%
Total Assets
$867M
6M Money Flow
-$86M
Moderate Allocation
Expense Ratio
0.84%
TTM Yield
2.3%
3yr Sharpe
0.16
YTD Return
1.1%
3yr Return
21.1%
1yr Return
7.6%
Total Assets
$130M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
1.6%
3yr Sharpe
0.29
YTD Return
0.2%
3yr Return
27.8%
1yr Return
7.5%
Total Assets
$145M
6M Money Flow
-$9M
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
1.08%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
4.4%
3yr Return
50.0%
1yr Return
17.1%
Total Assets
$453M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.5%
3yr Return
-
1yr Return
-
Total Assets
$17M
6M Money Flow
$15M
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
0.89%
TTM Yield
1.9%
3yr Sharpe
0.14
YTD Return
-0.9%
3yr Return
22.4%
1yr Return
4.9%
Total Assets
$869M
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
3.6%
3yr Sharpe
0.22
YTD Return
2.0%
3yr Return
23.6%
1yr Return
11.2%
Total Assets
$740M
6M Money Flow
$5M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
2.3%
3yr Sharpe
0.17
YTD Return
1.0%
3yr Return
23.8%
1yr Return
7.7%
Total Assets
$4B
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.53
YTD Return
1.3%
3yr Return
-2.6%
1yr Return
4.1%
Total Assets
$18M
6M Money Flow
-$449K
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
0.51%
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
0.48%
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
1.03%
TTM Yield
1.6%
3yr Sharpe
0.33
YTD Return
1.6%
3yr Return
28.2%
1yr Return
7.1%
Total Assets
$6B
6M Money Flow
-$8M
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
0.04%
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
2.66%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
1.0%
3yr Return
24.2%
1yr Return
7.1%
Total Assets
$69M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
5.9%
3yr Sharpe
0.70
YTD Return
-0.3%
3yr Return
37.0%
1yr Return
12.2%
Total Assets
$367M
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.3%
3yr Sharpe
0.24
YTD Return
2.5%
3yr Return
24.6%
1yr Return
8.3%
Total Assets
$866K
6M Money Flow
-$25K
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
4.4%
3yr Sharpe
0.31
YTD Return
2.6%
3yr Return
25.3%
1yr Return
11.2%
Total Assets
$15M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.91%
TTM Yield
1.5%
3yr Sharpe
0.39
YTD Return
-0.6%
3yr Return
35.1%
1yr Return
8.8%
Total Assets
$65M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
6.8%
3yr Sharpe
0.12
YTD Return
1.4%
3yr Return
17.0%
1yr Return
6.3%
Total Assets
$47M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
1.1%
3yr Sharpe
0.24
YTD Return
-0.2%
3yr Return
25.0%
1yr Return
8.0%
Total Assets
$1B
6M Money Flow
-$102M
Moderate Allocation
Expense Ratio
1.02%
TTM Yield
1.4%
3yr Sharpe
0.25
YTD Return
0.7%
3yr Return
27.4%
1yr Return
8.9%
Total Assets
$923M
6M Money Flow
-$34M
Moderate Allocation
Expense Ratio
0.74%
TTM Yield
1.8%
3yr Sharpe
0.15
YTD Return
2.9%
3yr Return
20.7%
1yr Return
6.4%
Total Assets
$27M
6M Money Flow
$500K
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
1.9%
3yr Sharpe
0.22
YTD Return
2.4%
3yr Return
24.6%
1yr Return
8.2%
Total Assets
$2M
6M Money Flow
$108K
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
2.16%
TTM Yield
1.8%
3yr Sharpe
0.22
YTD Return
2.4%
3yr Return
25.1%
1yr Return
8.0%
Total Assets
$1M
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
2.4%
3yr Return
24.5%
1yr Return
8.5%
Total Assets
$5B
6M Money Flow
-$224M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.44
YTD Return
-1.4%
3yr Return
4.7%
1yr Return
-1.4%
Total Assets
$13M
6M Money Flow
-$12M
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
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
-
Total Assets
$415M
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.34%
TTM Yield
1.4%
3yr Sharpe
0.38
YTD Return
3.4%
3yr Return
31.8%
1yr Return
11.3%
Total Assets
$266M
6M Money Flow
$16M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
1.7%
3yr Sharpe
0.14
YTD Return
-1.2%
3yr Return
22.2%
1yr Return
6.6%
Total Assets
$209M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
6.5%
3yr Sharpe
-0.23
YTD Return
4.4%
3yr Return
5.7%
1yr Return
8.7%
Total Assets
$85M
6M Money Flow
-$17K
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
1.8%
3yr Sharpe
0.08
YTD Return
0.2%
3yr Return
20.5%
1yr Return
5.0%
Total Assets
$186M
6M Money Flow
-$30M