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Moderately Aggressive Allocationor search across All Categories

Statistics as of Apr 04, 2025

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Found total of 86 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 Sharpe ▼YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderately Aggressive Allocation
Expense Ratio
2.70%
TTM Yield
8.2%
3yr Sharpe
0.44
YTD Return
-15.3%
3yr Return
26.1%
1yr Return
2.4%
Total Assets
$291M
6M Money Flow
-$25M
Moderately Aggressive Allocation
Expense Ratio
1.06%
TTM Yield
3.5%
3yr Sharpe
0.40
YTD Return
-5.7%
3yr Return
19.8%
1yr Return
2.6%
Total Assets
$10B
6M Money Flow
-$365M
Moderately Aggressive Allocation
Expense Ratio
0.88%
TTM Yield
1.9%
3yr Sharpe
0.35
YTD Return
-3.4%
3yr Return
18.4%
1yr Return
4.5%
Total Assets
$1B
6M Money Flow
-$16M
Expense Ratio
0.98%
TTM Yield
1.7%
3yr Sharpe
0.34
YTD Return
-4.5%
3yr Return
19.5%
1yr Return
2.2%
Total Assets
$239M
6M Money Flow
-$7M
Moderately Aggressive Allocation
Expense Ratio
1.01%
TTM Yield
2.3%
3yr Sharpe
0.31
YTD Return
-9.0%
3yr Return
16.4%
1yr Return
0.4%
Total Assets
$2B
6M Money Flow
-$72M
Expense Ratio
0.47%
TTM Yield
11.0%
3yr Sharpe
0.29
YTD Return
-10.7%
3yr Return
13.9%
1yr Return
3.2%
Total Assets
$2B
6M Money Flow
-
Moderately Aggressive Allocation
Expense Ratio
0.78%
TTM Yield
1.3%
3yr Sharpe
0.29
YTD Return
-14.4%
3yr Return
21.1%
1yr Return
-13.9%
Total Assets
$471M
6M Money Flow
$4M
Moderately Aggressive Allocation
Expense Ratio
0.95%
TTM Yield
4.2%
3yr Sharpe
0.27
YTD Return
-3.0%
3yr Return
15.6%
1yr Return
4.1%
Total Assets
$39M
6M Money Flow
-$11M
Moderately Aggressive Allocation
Expense Ratio
1.08%
TTM Yield
0.7%
3yr Sharpe
0.23
YTD Return
-17.2%
3yr Return
11.7%
1yr Return
-8.9%
Total Assets
$1B
6M Money Flow
-$29M
Moderately Aggressive Allocation
Expense Ratio
1.02%
TTM Yield
0.8%
3yr Sharpe
0.22
YTD Return
-10.8%
3yr Return
13.4%
1yr Return
-1.5%
Total Assets
$23M
6M Money Flow
$126K
Moderately Aggressive Allocation
Expense Ratio
0.00%
TTM Yield
6.7%
3yr Sharpe
0.19
YTD Return
-7.3%
3yr Return
9.8%
1yr Return
-0.5%
Total Assets
$322M
6M Money Flow
$99M
Moderately Aggressive Allocation
Expense Ratio
0.66%
TTM Yield
2.0%
3yr Sharpe
0.18
YTD Return
-7.3%
3yr Return
11.6%
1yr Return
0.8%
Total Assets
$19B
6M Money Flow
$83M
Moderately Aggressive Allocation
Expense Ratio
1.27%
TTM Yield
0.6%
3yr Sharpe
0.17
YTD Return
-5.2%
3yr Return
11.5%
1yr Return
-0.7%
Total Assets
$40M
6M Money Flow
-$734K
Moderately Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
5.7%
3yr Sharpe
0.17
YTD Return
-5.2%
3yr Return
12.6%
1yr Return
-6.3%
Total Assets
$81M
6M Money Flow
-$18M
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
1.4%
3yr Sharpe
0.14
YTD Return
-8.8%
3yr Return
10.1%
1yr Return
-1.1%
Total Assets
$1B
6M Money Flow
$183M
Moderately Aggressive Allocation
Expense Ratio
0.77%
TTM Yield
2.2%
3yr Sharpe
0.14
YTD Return
-5.9%
3yr Return
11.4%
1yr Return
1.5%
Total Assets
$3B
6M Money Flow
$176M
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
4.2%
3yr Sharpe
0.14
YTD Return
-1.5%
3yr Return
10.8%
1yr Return
5.9%
Total Assets
$130B
6M Money Flow
-$4B
Expense Ratio
0.91%
TTM Yield
6.2%
3yr Sharpe
0.13
YTD Return
-12.8%
3yr Return
10.0%
1yr Return
2.8%
Total Assets
$145M
6M Money Flow
-$7M
Moderately Aggressive Allocation
Expense Ratio
0.63%
TTM Yield
2.1%
3yr Sharpe
0.12
YTD Return
-8.3%
3yr Return
8.9%
1yr Return
-1.0%
Total Assets
$1B
6M Money Flow
-$41M
Moderately Aggressive Allocation
Expense Ratio
1.05%
TTM Yield
0.8%
3yr Sharpe
0.12
YTD Return
-12.4%
3yr Return
8.2%
1yr Return
-0.8%
Total Assets
$3B
6M Money Flow
-$73M
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
1.9%
3yr Sharpe
0.12
YTD Return
-7.4%
3yr Return
9.5%
1yr Return
0.4%
Total Assets
$644M
6M Money Flow
-$25M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
1.8%
3yr Sharpe
0.12
YTD Return
-8.6%
3yr Return
9.3%
1yr Return
-1.2%
Total Assets
$451M
6M Money Flow
-$20M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
1.5%
3yr Sharpe
0.11
YTD Return
-8.0%
3yr Return
8.7%
1yr Return
0.0%
Total Assets
$3B
6M Money Flow
-$123M
Moderately Aggressive Allocation
Expense Ratio
1.07%
TTM Yield
5.0%
3yr Sharpe
0.10
YTD Return
-17.0%
3yr Return
7.5%
1yr Return
-1.8%
Total Assets
$644M
6M Money Flow
-$12M
Moderately Aggressive Allocation
Expense Ratio
0.14%
TTM Yield
2.6%
3yr Sharpe
0.10
YTD Return
-6.9%
3yr Return
8.7%
1yr Return
0.7%
Total Assets
$22B
6M Money Flow
-$482M
Moderately Aggressive Allocation
Expense Ratio
0.11%
TTM Yield
2.3%
3yr Sharpe
0.10
YTD Return
-7.2%
3yr Return
8.1%
1yr Return
0.1%
Total Assets
$8B
6M Money Flow
-$329M
Moderately Aggressive Allocation
Expense Ratio
0.32%
TTM Yield
3.1%
3yr Sharpe
0.10
YTD Return
-3.9%
3yr Return
10.6%
1yr Return
3.2%
Total Assets
$168M
6M Money Flow
-$7M
Moderately Aggressive Allocation
Expense Ratio
0.33%
TTM Yield
2.0%
3yr Sharpe
0.09
YTD Return
-4.5%
3yr Return
14.0%
1yr Return
2.7%
Total Assets
$2B
6M Money Flow
$360M
Moderately Aggressive Allocation
Expense Ratio
0.02%
TTM Yield
2.2%
3yr Sharpe
0.09
YTD Return
-6.4%
3yr Return
9.1%
1yr Return
1.4%
Total Assets
$1M
6M Money Flow
$71K
Moderately Aggressive Allocation
Expense Ratio
0.50%
TTM Yield
2.5%
3yr Sharpe
0.09
YTD Return
-7.1%
3yr Return
8.3%
1yr Return
0.2%
Total Assets
$864M
6M Money Flow
-$43M
Moderately Aggressive Allocation
Expense Ratio
0.70%
TTM Yield
3.1%
3yr Sharpe
0.09
YTD Return
-7.3%
3yr Return
8.2%
1yr Return
-0.4%
Total Assets
$109M
6M Money Flow
-$8M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
2.5%
3yr Sharpe
0.09
YTD Return
-8.6%
3yr Return
8.3%
1yr Return
-0.8%
Total Assets
$255M
6M Money Flow
-$63M
Moderately Aggressive Allocation
Expense Ratio
0.08%
TTM Yield
2.8%
3yr Sharpe
0.08
YTD Return
-8.9%
3yr Return
7.6%
1yr Return
-2.0%
Total Assets
$292M
6M Money Flow
-$24M
Moderately Aggressive Allocation
Expense Ratio
1.00%
TTM Yield
1.8%
3yr Sharpe
0.08
YTD Return
-5.3%
3yr Return
7.8%
1yr Return
-2.6%
Total Assets
$25M
6M Money Flow
-$1M
Moderately Aggressive Allocation
Expense Ratio
0.69%
TTM Yield
2.2%
3yr Sharpe
0.08
YTD Return
-8.8%
3yr Return
7.5%
1yr Return
-0.6%
Total Assets
$2B
6M Money Flow
-$153M
Moderately Aggressive Allocation
Expense Ratio
0.18%
TTM Yield
2.3%
3yr Sharpe
0.07
YTD Return
-7.8%
3yr Return
7.6%
1yr Return
0.2%
Total Assets
$25M
6M Money Flow
-$1M
Moderately Aggressive Allocation
Expense Ratio
1.45%
TTM Yield
0.1%
3yr Sharpe
0.07
YTD Return
-8.9%
3yr Return
8.2%
1yr Return
3.4%
Total Assets
$170M
6M Money Flow
-$24M
Moderately Aggressive Allocation
Expense Ratio
1.03%
TTM Yield
1.6%
3yr Sharpe
0.07
YTD Return
-9.4%
3yr Return
6.8%
1yr Return
-1.0%
Total Assets
$1B
6M Money Flow
-$68M
Moderately Aggressive Allocation
Expense Ratio
0.79%
TTM Yield
2.0%
3yr Sharpe
0.07
YTD Return
-7.5%
3yr Return
7.3%
1yr Return
-0.4%
Total Assets
$602M
6M Money Flow
-$28M
Moderately Aggressive Allocation
Expense Ratio
1.26%
TTM Yield
1.3%
3yr Sharpe
0.06
YTD Return
-8.6%
3yr Return
6.5%
1yr Return
-2.1%
Total Assets
$269M
6M Money Flow
-$19M
Moderately Aggressive Allocation
Expense Ratio
0.81%
TTM Yield
2.2%
3yr Sharpe
0.06
YTD Return
-8.3%
3yr Return
6.9%
1yr Return
-2.4%
Total Assets
$288M
6M Money Flow
-$16M
Moderately Aggressive Allocation
Expense Ratio
1.38%
TTM Yield
1.4%
3yr Sharpe
0.06
YTD Return
-8.6%
3yr Return
6.4%
1yr Return
-1.8%
Total Assets
$187M
6M Money Flow
-$36M