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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 Return ▲1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.6%
3yr Sharpe
-0.53
YTD Return
2.6%
3yr Return
-22.1%
1yr Return
-0.1%
Total Assets
$62M
6M Money Flow
-$16M
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
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
1.22%
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
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
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
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
1.00%
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
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
1.69%
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
1.78%
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
1.16%
TTM Yield
5.5%
3yr Sharpe
-0.34
YTD Return
-2.1%
3yr Return
-0.7%
1yr Return
1.5%
Total Assets
$125M
6M Money Flow
-$10M
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
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
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
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
1.30%
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
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
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
0.80%
TTM Yield
2.4%
3yr Sharpe
-0.40
YTD Return
-1.7%
3yr Return
1.6%
1yr Return
3.3%
Total Assets
$113M
6M Money Flow
$66K
Moderate Allocation
Expense Ratio
1.02%
TTM Yield
2.1%
3yr Sharpe
-0.19
YTD Return
-4.2%
3yr Return
1.9%
1yr Return
1.2%
Total Assets
$496M
6M Money Flow
-$42M
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
1.12%
TTM Yield
3.2%
3yr Sharpe
-0.11
YTD Return
-7.4%
3yr Return
2.5%
1yr Return
-0.1%
Total Assets
$619M
6M Money Flow
-$70M
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
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
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
0.87%
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
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
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
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
0.89%
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
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
0.20%
TTM Yield
3.1%
3yr Sharpe
-0.08
YTD Return
-5.3%
3yr Return
3.8%
1yr Return
0.0%
Total Assets
$7B
6M Money Flow
-$571M
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
0.94%
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
0.90%
TTM Yield
4.6%
3yr Sharpe
-0.14
YTD Return
-1.6%
3yr Return
4.2%
1yr Return
2.6%
Total Assets
$465M
6M Money Flow
-$158M
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.7%
3yr Sharpe
-0.07
YTD Return
-5.6%
3yr Return
4.2%
1yr Return
0.0%
Total Assets
$2B
6M Money Flow
-$120M
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
1.11%
TTM Yield
2.3%
3yr Sharpe
-0.14
YTD Return
-3.0%
3yr Return
4.3%
1yr Return
0.6%
Total Assets
$1B
6M Money Flow
-$37M
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
0.43%
TTM Yield
2.3%
3yr Sharpe
-0.09
YTD Return
-5.2%
3yr Return
4.3%
1yr Return
-0.1%
Total Assets
$711M
6M Money Flow
-$86M