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Moderate Allocationor search across All Categories

Statistics as of Apr 04, 2025

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Found total of 222 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 Yield3yr SharpeYTD Return3yr Return1yr Return ▲Total Assets6M Money Flow
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
1.00%
TTM Yield
1.4%
3yr Sharpe
-0.29
YTD Return
-10.2%
3yr Return
-4.1%
1yr Return
-6.4%
Total Assets
$79M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.78%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
-5.7%
Total Assets
$12M
6M Money Flow
-$4M
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
1.04%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
-8.2%
3yr Return
-
1yr Return
-5.1%
Total Assets
$180M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
2.3%
3yr Sharpe
-0.72
YTD Return
-6.9%
3yr Return
-14.7%
1yr Return
-4.4%
Total Assets
$117M
6M Money Flow
-$30M
Moderate Allocation
Expense Ratio
1.10%
TTM Yield
1.1%
3yr Sharpe
-
YTD Return
-9.6%
3yr Return
-
1yr Return
-4.3%
Total Assets
$11M
6M Money Flow
$1M
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
1.44%
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
0.94%
TTM Yield
2.1%
3yr Sharpe
-0.09
YTD Return
-7.9%
3yr Return
4.0%
1yr Return
-4.1%
Total Assets
$363M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
0.74%
TTM Yield
3.4%
3yr Sharpe
-0.07
YTD Return
-6.7%
3yr Return
4.1%
1yr Return
-3.6%
Total Assets
$76M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.1%
3yr Sharpe
-0.21
YTD Return
-7.0%
3yr Return
0.3%
1yr Return
-3.0%
Total Assets
$2B
6M Money Flow
-$79M
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
1.04%
TTM Yield
4.8%
3yr Sharpe
0.26
YTD Return
-13.8%
3yr Return
12.3%
1yr Return
-1.8%
Total Assets
$60M
6M Money Flow
$60K
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
2.1%
3yr Sharpe
-0.06
YTD Return
-8.2%
3yr Return
4.9%
1yr Return
-1.8%
Total Assets
$816M
6M Money Flow
-$55M
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
0.86%
TTM Yield
3.9%
3yr Sharpe
-0.11
YTD Return
-6.5%
3yr Return
3.3%
1yr Return
-1.7%
Total Assets
$714M
6M Money Flow
-$45M
Moderate Allocation
Expense Ratio
0.92%
TTM Yield
2.7%
3yr Sharpe
-0.06
YTD Return
-6.3%
3yr Return
5.7%
1yr Return
-1.7%
Total Assets
$169M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.36%
TTM Yield
3.8%
3yr Sharpe
-0.17
YTD Return
-5.9%
3yr Return
1.5%
1yr Return
-1.5%
Total Assets
$2B
6M Money Flow
-$85M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
2.5%
3yr Sharpe
-0.27
YTD Return
-5.0%
3yr Return
-0.5%
1yr Return
-1.5%
Total Assets
$84M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
2.2%
3yr Sharpe
0.03
YTD Return
-7.0%
3yr Return
6.3%
1yr Return
-1.5%
Total Assets
$11B
6M Money Flow
-$542M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.0%
3yr Sharpe
-0.07
YTD Return
-7.2%
3yr Return
3.0%
1yr Return
-1.4%
Total Assets
$33M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
3.7%
3yr Sharpe
0.04
YTD Return
-7.1%
3yr Return
6.8%
1yr Return
-1.4%
Total Assets
$419M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
3.3%
3yr Sharpe
-0.12
YTD Return
-6.1%
3yr Return
2.5%
1yr Return
-1.3%
Total Assets
$19M
6M Money Flow
-$463K
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.9%
3yr Sharpe
-0.11
YTD Return
-6.8%
3yr Return
3.1%
1yr Return
-1.2%
Total Assets
$135M
6M Money Flow
-$6M
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
1.04%
TTM Yield
1.9%
3yr Sharpe
-0.04
YTD Return
-9.2%
3yr Return
4.3%
1yr Return
-1.1%
Total Assets
$195M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
0.46%
TTM Yield
2.1%
3yr Sharpe
-0.15
YTD Return
-4.9%
3yr Return
2.6%
1yr Return
-1.1%
Total Assets
$90M
6M Money Flow
$45K
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
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
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
1.15%
TTM Yield
1.4%
3yr Sharpe
-0.02
YTD Return
-7.9%
3yr Return
5.5%
1yr Return
-1.0%
Total Assets
$254M
6M Money Flow
-$17M
Moderate Allocation
Expense Ratio
0.44%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
-5.7%
3yr Return
-
1yr Return
-1.0%
Total Assets
$173K
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.8%
3yr Sharpe
0.10
YTD Return
-7.2%
3yr Return
10.0%
1yr Return
-1.0%
Total Assets
$5B
6M Money Flow
$33M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
1.5%
3yr Sharpe
-0.01
YTD Return
-6.6%
3yr Return
6.2%
1yr Return
-1.0%
Total Assets
$777M
6M Money Flow
-$60M
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
1.70%
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
0.32%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-10.0%
3yr Return
11.6%
1yr Return
-0.8%
Total Assets
$2B
6M Money Flow
$144M
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
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
0.21%
TTM Yield
2.4%
3yr Sharpe
-
YTD Return
-6.1%
3yr Return
-
1yr Return
-0.6%
Total Assets
$28M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.80%
TTM Yield
1.5%
3yr Sharpe
-0.04
YTD Return
-6.6%
3yr Return
4.6%
1yr Return
-0.6%
Total Assets
$103M
6M Money Flow
-$6M