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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
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
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
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
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
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
0.98%
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
0.82%
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
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
0.94%
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
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
1.03%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-9.0%
3yr Return
14.0%
1yr Return
1.5%
Total Assets
$54M
6M Money Flow
-$3M
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
2.2%
3yr Sharpe
0.21
YTD Return
-8.3%
3yr Return
13.6%
1yr Return
1.1%
Total Assets
$2B
6M Money Flow
-$139K
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
0.93%
TTM Yield
3.1%
3yr Sharpe
0.21
YTD Return
-6.6%
3yr Return
13.2%
1yr Return
1.8%
Total Assets
$2B
6M Money Flow
-$6M
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
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
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
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
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
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
1.06%
TTM Yield
1.1%
3yr Sharpe
0.13
YTD Return
-6.0%
3yr Return
12.4%
1yr Return
2.9%
Total Assets
$1B
6M Money Flow
-$87M
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.2%
3yr Sharpe
0.18
YTD Return
-5.7%
3yr Return
12.4%
1yr Return
3.3%
Total Assets
$241B
6M Money Flow
-$3B
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
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
0.99%
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
0.62%
TTM Yield
2.6%
3yr Sharpe
0.15
YTD Return
-7.0%
3yr Return
11.9%
1yr Return
2.1%
Total Assets
$63M
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-9.7%
3yr Return
11.8%
1yr Return
-0.6%
Total Assets
$30B
6M Money Flow
-$967M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.8%
3yr Sharpe
0.15
YTD Return
-6.4%
3yr Return
11.8%
1yr Return
1.2%
Total Assets
$459M
6M Money Flow
$14M
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
0.77%
TTM Yield
1.7%
3yr Sharpe
0.15
YTD Return
-7.4%
3yr Return
11.6%
1yr Return
0.6%
Total Assets
$74M
6M Money Flow
-$4M
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
0.91%
TTM Yield
1.6%
3yr Sharpe
0.14
YTD Return
-10.0%
3yr Return
11.5%
1yr Return
1.3%
Total Assets
$60M
6M Money Flow
-$2M
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
0.32%
TTM Yield
2.1%
3yr Sharpe
0.14
YTD Return
-8.3%
3yr Return
11.3%
1yr Return
0.8%
Total Assets
$2B
6M Money Flow
$225M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.3%
3yr Sharpe
0.12
YTD Return
-1.1%
3yr Return
11.2%
1yr Return
3.0%
Total Assets
$46M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-7.3%
3yr Return
11.2%
1yr Return
1.3%
Total Assets
$9B
6M Money Flow
-$122M
Moderate Allocation
Expense Ratio
0.40%
TTM Yield
6.4%
3yr Sharpe
0.13
YTD Return
-8.2%
3yr Return
11.0%
1yr Return
0.6%
Total Assets
$103M
6M Money Flow
-$756K
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
0.17%
TTM Yield
2.6%
3yr Sharpe
0.14
YTD Return
-7.4%
3yr Return
10.8%
1yr Return
2.2%
Total Assets
$108B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
1.8%
3yr Sharpe
0.10
YTD Return
-7.1%
3yr Return
10.4%
1yr Return
1.6%
Total Assets
$1B
6M Money Flow
$31M
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
1.7%
3yr Sharpe
0.09
YTD Return
-7.3%
3yr Return
10.4%
1yr Return
1.4%
Total Assets
$135M
6M Money Flow
-$8M