Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Moderate Allocationor search across All Categories

Statistics as of Apr 04, 2025

Search , , ,

in

Further filter by keywords:
Found total of 222 distinct funds
Download top 1000 CSV
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 Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
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
1.22%
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
1.70%
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
0.95%
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
1.08%
TTM Yield
0.9%
3yr Sharpe
0.09
YTD Return
-11.1%
3yr Return
8.7%
1yr Return
-0.1%
Total Assets
$394M
6M Money Flow
-$20M
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
1.00%
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
0.91%
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
0.32%
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
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
0.48%
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
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
0.85%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.6%
3yr Return
-
1yr Return
-
Total Assets
$350M
6M Money Flow
-
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
0.50%
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
0.72%
TTM Yield
1.0%
3yr Sharpe
0.06
YTD Return
-9.0%
3yr Return
8.7%
1yr Return
-0.1%
Total Assets
$803M
6M Money Flow
-$7M
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
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
0.14%
TTM Yield
2.7%
3yr Sharpe
0.15
YTD Return
-8.7%
3yr Return
10.2%
1yr Return
-0.2%
Total Assets
$2B
6M Money Flow
-$91M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-8.6%
3yr Return
-
1yr Return
0.6%
Total Assets
$35M
6M Money Flow
$2M
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
0.77%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-8.3%
3yr Return
9.5%
1yr Return
0.4%
Total Assets
$54B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.0%
3yr Sharpe
0.12
YTD Return
-8.3%
3yr Return
10.4%
1yr Return
0.7%
Total Assets
$52B
6M Money Flow
-$2B
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
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
0.89%
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
0.99%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-8.2%
3yr Return
-
1yr Return
0.7%
Total Assets
$38M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.8%
3yr Sharpe
-0.02
YTD Return
-8.2%
3yr Return
5.1%
1yr Return
-0.3%
Total Assets
$394M
6M Money Flow
-$26M
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
0.40%
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
0.64%
TTM Yield
1.7%
3yr Sharpe
0.01
YTD Return
-7.9%
3yr Return
6.6%
1yr Return
0.3%
Total Assets
$136M
6M Money Flow
-$1M
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
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
0.95%
TTM Yield
1.7%
3yr Sharpe
-0.04
YTD Return
-7.9%
3yr Return
4.8%
1yr Return
-0.3%
Total Assets
$151M
6M Money Flow
-$11M
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
0.64%
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
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
0.95%
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
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
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
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
0.98%
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
-