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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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
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
0.95%
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
2.25%
TTM Yield
8.9%
3yr Sharpe
-0.59
YTD Return
0.7%
3yr Return
4.4%
1yr Return
1.5%
Total Assets
$266M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
1.38%
TTM Yield
8.1%
3yr Sharpe
-
YTD Return
-3.8%
3yr Return
-
1yr Return
2.2%
Total Assets
$36M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
7.8%
3yr Sharpe
-0.07
YTD Return
-4.6%
3yr Return
5.3%
1yr Return
2.4%
Total Assets
$1B
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
-9.1%
3yr Return
-
1yr Return
2.1%
Total Assets
$3M
6M Money Flow
$140K
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
0.45%
TTM Yield
7.4%
3yr Sharpe
-
YTD Return
-7.3%
3yr Return
-
1yr Return
2.6%
Total Assets
$46M
6M Money Flow
$912K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
7.2%
3yr Sharpe
-0.01
YTD Return
-3.4%
3yr Return
7.6%
1yr Return
1.8%
Total Assets
$41M
6M Money Flow
$15M
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
0.85%
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
0.95%
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
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
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
0.40%
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
0.98%
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
0.95%
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
0.71%
TTM Yield
5.7%
3yr Sharpe
-0.08
YTD Return
-2.1%
3yr Return
5.8%
1yr Return
3.3%
Total Assets
$74B
6M Money Flow
-$2B
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
0.89%
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
4.02%
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
1.20%
TTM Yield
5.0%
3yr Sharpe
-0.07
YTD Return
-4.4%
3yr Return
5.4%
1yr Return
2.5%
Total Assets
$39M
6M Money Flow
-$199M
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
0.57%
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
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
0.94%
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
0.90%
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
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
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
0.79%
TTM Yield
4.2%
3yr Sharpe
0.11
YTD Return
-5.4%
3yr Return
10.3%
1yr Return
1.7%
Total Assets
$1B
6M Money Flow
-$65M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
4.1%
3yr Sharpe
0.00
YTD Return
-6.3%
3yr Return
6.7%
1yr Return
0.5%
Total Assets
$70M
6M Money Flow
-$5M
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
0.86%
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
0.35%
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
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
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
0.64%
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
0.50%
TTM Yield
3.7%
3yr Sharpe
-0.02
YTD Return
-4.9%
3yr Return
6.9%
1yr Return
1.1%
Total Assets
$602M
6M Money Flow
-$56M
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
1.04%
TTM Yield
3.6%
3yr Sharpe
-0.05
YTD Return
-3.5%
3yr Return
7.4%
1yr Return
2.6%
Total Assets
$398M
6M Money Flow
-$36M
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
0.64%
TTM Yield
3.5%
3yr Sharpe
-0.04
YTD Return
-7.8%
3yr Return
4.7%
1yr Return
0.1%
Total Assets
$1B
6M Money Flow
-$177M