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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
1.39%
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
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
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
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
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
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
0.82%
TTM Yield
0.9%
3yr Sharpe
0.55
YTD Return
-0.1%
3yr Return
24.8%
1yr Return
11.1%
Total Assets
$4B
6M Money Flow
$410M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
5.9%
3yr Sharpe
-
YTD Return
-7.8%
3yr Return
-
1yr Return
8.4%
Total Assets
$7M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
2.7%
3yr Sharpe
0.71
YTD Return
-4.8%
3yr Return
33.3%
1yr Return
8.3%
Total Assets
$102M
6M Money Flow
$36M
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.8%
3yr Sharpe
-0.20
YTD Return
0.7%
3yr Return
5.3%
1yr Return
8.0%
Total Assets
$5B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
4.1%
3yr Sharpe
0.14
YTD Return
-1.4%
3yr Return
12.2%
1yr Return
7.9%
Total Assets
$142M
6M Money Flow
-$3M
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
0.95%
TTM Yield
9.1%
3yr Sharpe
0.16
YTD Return
-1.7%
3yr Return
12.9%
1yr Return
7.1%
Total Assets
$222M
6M Money Flow
-$19M
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
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
0.55%
TTM Yield
2.3%
3yr Sharpe
0.29
YTD Return
-5.6%
3yr Return
16.6%
1yr Return
6.2%
Total Assets
$183M
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
6.3%
3yr Sharpe
0.40
YTD Return
-7.5%
3yr Return
20.7%
1yr Return
6.1%
Total Assets
$360M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
4.6%
3yr Sharpe
0.23
YTD Return
-2.1%
3yr Return
15.4%
1yr Return
5.9%
Total Assets
$15M
6M Money Flow
-$2M
Expense Ratio
0.53%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-2.4%
3yr Return
-
1yr Return
5.4%
Total Assets
$8M
6M Money Flow
$812K
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
3.7%
3yr Sharpe
0.11
YTD Return
-4.8%
3yr Return
11.4%
1yr Return
5.0%
Total Assets
$697M
6M Money Flow
$5M
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
0.60%
TTM Yield
3.4%
3yr Sharpe
0.01
YTD Return
-1.4%
3yr Return
8.8%
1yr Return
5.0%
Total Assets
$2B
6M Money Flow
-$31M
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
0.85%
TTM Yield
6.8%
3yr Sharpe
-0.23
YTD Return
-0.8%
3yr Return
-0.7%
1yr Return
4.9%
Total Assets
$80M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
4.9%
3yr Sharpe
-0.18
YTD Return
-0.7%
3yr Return
3.9%
1yr Return
4.7%
Total Assets
$70M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.75%
TTM Yield
1.9%
3yr Sharpe
0.05
YTD Return
-0.6%
3yr Return
5.5%
1yr Return
4.6%
Total Assets
$99M
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.8%
3yr Sharpe
0.06
YTD Return
-2.3%
3yr Return
10.1%
1yr Return
4.3%
Total Assets
$4B
6M Money Flow
$172M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.8%
3yr Sharpe
0.22
YTD Return
-0.8%
3yr Return
14.2%
1yr Return
4.3%
Total Assets
$15B
6M Money Flow
-$527M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-4.4%
3yr Return
3.7%
1yr Return
4.1%
Total Assets
$1B
6M Money Flow
-$50M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
-3.0%
3yr Return
-
1yr Return
4.1%
Total Assets
$5M
6M Money Flow
-$142K
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
0.89%
TTM Yield
5.4%
3yr Sharpe
-0.09
YTD Return
-4.5%
3yr Return
3.7%
1yr Return
4.0%
Total Assets
$1B
6M Money Flow
-$52M
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
0.95%
TTM Yield
6.7%
3yr Sharpe
0.15
YTD Return
-11.4%
3yr Return
11.7%
1yr Return
4.0%
Total Assets
$323M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
3.0%
3yr Sharpe
0.20
YTD Return
-5.8%
3yr Return
12.2%
1yr Return
4.0%
Total Assets
$80M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
1.5%
3yr Sharpe
0.18
YTD Return
-7.8%
3yr Return
13.1%
1yr Return
3.9%
Total Assets
$1B
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
3.2%
3yr Sharpe
0.13
YTD Return
-3.5%
3yr Return
10.9%
1yr Return
3.9%
Total Assets
$2B
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
1.4%
3yr Sharpe
0.20
YTD Return
-7.5%
3yr Return
13.6%
1yr Return
3.9%
Total Assets
$984M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.7%
3yr Sharpe
-0.18
YTD Return
-1.5%
3yr Return
3.3%
1yr Return
3.7%
Total Assets
$235M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
1.12%
TTM Yield
4.5%
3yr Sharpe
-0.09
YTD Return
-2.1%
3yr Return
4.6%
1yr Return
3.6%
Total Assets
$102M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.7%
3yr Sharpe
-0.11
YTD Return
-2.5%
3yr Return
5.6%
1yr Return
3.5%
Total Assets
$175M
6M Money Flow
$36M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
1.9%
3yr Sharpe
0.24
YTD Return
-3.3%
3yr Return
17.5%
1yr Return
3.4%
Total Assets
$833M
6M Money Flow
-$75M