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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 Yield ▼3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
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
3.90%
TTM Yield
8.6%
3yr Sharpe
0.06
YTD Return
-18.6%
3yr Return
3.1%
1yr Return
-5.0%
Total Assets
$3B
6M Money Flow
-$52M
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
2.53%
TTM Yield
7.1%
3yr Sharpe
-0.20
YTD Return
-11.7%
3yr Return
-9.9%
1yr Return
-2.6%
Total Assets
$2B
6M Money Flow
-$55M
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
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
0.97%
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
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
0.95%
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
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
Moderately Aggressive Allocation
Expense Ratio
0.86%
TTM Yield
4.0%
3yr Sharpe
-0.22
YTD Return
-4.0%
3yr Return
-0.2%
1yr Return
-0.8%
Total Assets
$31M
6M Money Flow
$3M
Moderately Aggressive Allocation
Expense Ratio
2.50%
TTM Yield
4.0%
3yr Sharpe
-0.29
YTD Return
-15.4%
3yr Return
-9.7%
1yr Return
-8.6%
Total Assets
$10M
6M Money Flow
-$6M
Moderately Aggressive Allocation
Expense Ratio
0.35%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
-5.3%
3yr Return
-
1yr Return
2.3%
Total Assets
$5M
6M Money Flow
-$162K
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
0.50%
TTM Yield
3.5%
3yr Sharpe
0.05
YTD Return
-7.5%
3yr Return
7.3%
1yr Return
-0.7%
Total Assets
$809M
6M Money Flow
-$69M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
3.3%
3yr Sharpe
0.02
YTD Return
-5.6%
3yr Return
6.2%
1yr Return
-1.3%
Total Assets
$1B
6M Money Flow
$113M
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
0.70%
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
Expense Ratio
0.60%
TTM Yield
3.1%
3yr Sharpe
-0.43
YTD Return
-2.8%
3yr Return
-6.0%
1yr Return
-0.8%
Total Assets
$334M
6M Money Flow
-$48M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
-9.6%
3yr Return
2.2%
1yr Return
-1.6%
Total Assets
$554M
6M Money Flow
-$51M
Moderately Aggressive Allocation
Expense Ratio
0.91%
TTM Yield
3.0%
3yr Sharpe
0.02
YTD Return
-1.5%
3yr Return
8.0%
1yr Return
0.0%
Total Assets
$31M
6M Money Flow
-$4M
Moderately Aggressive Allocation
Expense Ratio
0.39%
TTM Yield
2.9%
3yr Sharpe
0.04
YTD Return
-6.2%
3yr Return
6.8%
1yr Return
0.6%
Total Assets
$987M
6M Money Flow
-$35M
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
0.63%
TTM Yield
2.8%
3yr Sharpe
0.02
YTD Return
-5.3%
3yr Return
5.8%
1yr Return
1.8%
Total Assets
$5B
6M Money Flow
-$252M
Moderately Aggressive Allocation
Expense Ratio
0.45%
TTM Yield
2.8%
3yr Sharpe
-0.12
YTD Return
-8.2%
3yr Return
0.7%
1yr Return
-3.6%
Total Assets
$872M
6M Money Flow
-$39M
Moderately Aggressive Allocation
Expense Ratio
0.89%
TTM Yield
2.7%
3yr Sharpe
-0.07
YTD Return
-9.2%
3yr Return
2.2%
1yr Return
-4.3%
Total Assets
$737M
6M Money Flow
-$38M
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
0.18%
TTM Yield
2.6%
3yr Sharpe
-0.02
YTD Return
-7.9%
3yr Return
3.5%
1yr Return
-2.0%
Total Assets
$8B
6M Money Flow
-$621M
Moderately Aggressive Allocation
Expense Ratio
0.93%
TTM Yield
2.5%
3yr Sharpe
0.00
YTD Return
-7.7%
3yr Return
4.8%
1yr Return
-1.3%
Total Assets
$779M
6M Money Flow
-$65M
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
0.50%
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
0.46%
TTM Yield
2.4%
3yr Sharpe
-0.12
YTD Return
-7.9%
3yr Return
0.8%
1yr Return
-3.1%
Total Assets
$2B
6M Money Flow
-$113M
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
2.3%
3yr Sharpe
-0.03
YTD Return
-8.7%
3yr Return
3.6%
1yr Return
-2.3%
Total Assets
$231M
6M Money Flow
-$14M
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
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
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
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
0.95%
TTM Yield
2.2%
3yr Sharpe
0.00
YTD Return
-6.4%
3yr Return
5.3%
1yr Return
-1.4%
Total Assets
$6B
6M Money Flow
-$370M
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
1.12%
TTM Yield
2.2%
3yr Sharpe
0.00
YTD Return
-9.3%
3yr Return
4.6%
1yr Return
-2.1%
Total Assets
$4B
6M Money Flow
-$25M
Moderately Aggressive Allocation
Expense Ratio
1.00%
TTM Yield
2.2%
3yr Sharpe
-0.18
YTD Return
-7.8%
3yr Return
-1.8%
1yr Return
-4.0%
Total Assets
$47M
6M Money Flow
-$3M
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