Moderately Conservative Allocationor search across All Categories
Statistics as of May 27, 2025
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Found total of 61 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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return ▲ | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.71% | TTM Yield 10.2% | 3yr Sharpe -0.22 | YTD Return -13.1% | 3yr Return 6.2% | 1yr Return -15.0% | Total Assets $9M | 6M Money Flow -$857K | |
Expense Ratio 0.46% Expense Ratio 1.46% | ||||||||
Expense Ratio 2.68% | TTM Yield 8.0% | 3yr Sharpe 0.01 | YTD Return -6.9% | 3yr Return 14.6% | 1yr Return 0.1% | Total Assets $17M | 6M Money Flow $517K | |
Expense Ratio 2.93% Expense Ratio 3.68% | ||||||||
Expense Ratio 0.99% | TTM Yield 2.1% | 3yr Sharpe -0.03 | YTD Return -1.4% | 3yr Return 13.1% | 1yr Return 3.6% | Total Assets $1B | 6M Money Flow -$46M | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.75% | TTM Yield 3.7% | 3yr Sharpe 0.09 | YTD Return -1.1% | 3yr Return 18.2% | 1yr Return 6.6% | Total Assets $51M | 6M Money Flow -$6M | |
Expense Ratio 0.51% | TTM Yield 1.8% | 3yr Sharpe 0.21 | YTD Return -0.6% | 3yr Return 23.8% | 1yr Return 6.2% | Total Assets $827M | 6M Money Flow -$14M | |
Expense Ratio 0.54% Expense Ratio 0.83% Expense Ratio 1.58% | ||||||||
Expense Ratio 1.04% | TTM Yield 8.4% | 3yr Sharpe 0.03 | YTD Return -0.4% | 3yr Return 12.5% | 1yr Return 4.0% | Total Assets $129M | 6M Money Flow - | |
Expense Ratio 0.84% | TTM Yield 3.9% | 3yr Sharpe -0.01 | YTD Return -0.2% | 3yr Return 14.0% | 1yr Return 6.3% | Total Assets $512M | 6M Money Flow -$11M | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.1% | 3yr Sharpe 0.05 | YTD Return 0.2% | 3yr Return 17.0% | 1yr Return 7.2% | Total Assets $58M | 6M Money Flow -$6M | |
Expense Ratio 1.24% Expense Ratio 1.99% | ||||||||
Expense Ratio 0.09% | TTM Yield 2.2% | 3yr Sharpe 0.34 | YTD Return 0.3% | 3yr Return 27.0% | 1yr Return 7.3% | Total Assets $10B | 6M Money Flow $66M | |
Expense Ratio 0.70% | TTM Yield 2.2% | 3yr Sharpe 0.04 | YTD Return 0.4% | 3yr Return 14.9% | 1yr Return 4.1% | Total Assets $233M | 6M Money Flow -$4M | |
Expense Ratio 0.85% | ||||||||
Expense Ratio 1.03% | TTM Yield 2.4% | 3yr Sharpe 0.10 | YTD Return 0.5% | 3yr Return 17.9% | 1yr Return 4.7% | Total Assets $181M | 6M Money Flow $724K | |
Expense Ratio 0.95% Expense Ratio 1.34% | ||||||||
Expense Ratio 1.23% | TTM Yield 1.2% | 3yr Sharpe 0.20 | YTD Return 0.5% | 3yr Return 20.3% | 1yr Return 6.1% | Total Assets $401M | 6M Money Flow -$23M | |
Expense Ratio 0.98% | ||||||||
Expense Ratio 0.89% | TTM Yield 3.4% | 3yr Sharpe 0.03 | YTD Return 0.7% | 3yr Return 15.5% | 1yr Return 7.1% | Total Assets $646M | 6M Money Flow -$40M | |
Expense Ratio 0.64% Expense Ratio 0.90% Expense Ratio 1.73% Expense Ratio 1.14% | ||||||||
Expense Ratio 0.65% | TTM Yield 6.3% | 3yr Sharpe 0.08 | YTD Return 0.8% | 3yr Return 18.0% | 1yr Return 10.5% | Total Assets $75M | 6M Money Flow $199K | |
Expense Ratio 0.90% | TTM Yield 4.5% | 3yr Sharpe -0.06 | YTD Return 0.9% | 3yr Return 10.3% | 1yr Return 4.7% | Total Assets $3B | 6M Money Flow -$191M | |
Expense Ratio 0.65% Expense Ratio 0.59% Expense Ratio 1.65% Expense Ratio 1.15% | ||||||||
Expense Ratio 0.80% | TTM Yield 3.9% | 3yr Sharpe 0.02 | YTD Return 1.1% | 3yr Return 19.6% | 1yr Return 4.8% | Total Assets $3B | 6M Money Flow -$37M | |
Expense Ratio 0.84% Expense Ratio 0.74% Expense Ratio 1.09% Expense Ratio 1.84% Expense Ratio 1.08% | ||||||||
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe 0.05 | YTD Return 1.1% | 3yr Return 16.5% | 1yr Return 8.8% | Total Assets $681M | 6M Money Flow -$99M | |
Expense Ratio 1.36% | TTM Yield 5.6% | 3yr Sharpe 0.51 | YTD Return 1.1% | 3yr Return 29.2% | 1yr Return 9.7% | Total Assets $10M | 6M Money Flow $348K | |
Expense Ratio 2.36% Expense Ratio 1.61% | ||||||||
Expense Ratio 0.82% | TTM Yield 4.1% | 3yr Sharpe 0.29 | YTD Return 1.3% | 3yr Return 23.0% | 1yr Return 6.5% | Total Assets $79M | 6M Money Flow $3M | |
Expense Ratio 1.07% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.90% | TTM Yield 2.2% | 3yr Sharpe 0.11 | YTD Return 1.5% | 3yr Return 17.2% | 1yr Return 7.5% | Total Assets $75M | 6M Money Flow -$2M | |
Expense Ratio 1.04% | TTM Yield 2.9% | 3yr Sharpe 0.03 | YTD Return 1.8% | 3yr Return 16.0% | 1yr Return 6.8% | Total Assets $1B | 6M Money Flow -$25M | |
Expense Ratio 0.80% | ||||||||
Expense Ratio 0.95% | TTM Yield 5.9% | 3yr Sharpe -0.16 | YTD Return 1.8% | 3yr Return 10.5% | 1yr Return 5.3% | Total Assets $892M | 6M Money Flow -$92M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 1.22% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.99% | TTM Yield 2.9% | 3yr Sharpe 0.04 | YTD Return 2.1% | 3yr Return 16.9% | 1yr Return 7.3% | Total Assets $412M | 6M Money Flow -$15M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 1.06% | TTM Yield 2.3% | 3yr Sharpe -0.05 | YTD Return 2.1% | 3yr Return 13.6% | 1yr Return 6.8% | Total Assets $300M | 6M Money Flow -$32M | |
Expense Ratio 0.85% Expense Ratio 1.81% Expense Ratio 1.28% Expense Ratio 0.10% | ||||||||
Expense Ratio 1.12% | TTM Yield 3.6% | 3yr Sharpe 0.00 | YTD Return 2.2% | 3yr Return 15.4% | 1yr Return 7.3% | Total Assets $188M | 6M Money Flow -$18M | |
Expense Ratio 1.87% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.57% | TTM Yield 3.3% | 3yr Sharpe 0.01 | YTD Return 2.3% | 3yr Return 15.3% | 1yr Return 7.1% | Total Assets $102M | 6M Money Flow -$5M | |
Expense Ratio 0.25% Expense Ratio 0.80% Expense Ratio 1.33% | ||||||||
Expense Ratio 0.99% | TTM Yield 3.4% | 3yr Sharpe -0.04 | YTD Return 2.3% | 3yr Return 13.5% | 1yr Return 7.1% | Total Assets $225M | 6M Money Flow -$16M | |
Expense Ratio 0.74% Expense Ratio 1.74% Expense Ratio 0.67% | ||||||||
Expense Ratio 0.89% | TTM Yield 3.5% | 3yr Sharpe 0.03 | YTD Return 2.3% | 3yr Return 12.9% | 1yr Return 7.0% | Total Assets $12B | 6M Money Flow -$784M | |
Expense Ratio 0.65% Expense Ratio 0.56% Expense Ratio 1.64% Expense Ratio 0.56% Expense Ratio 1.28% Expense Ratio 0.96% Expense Ratio 0.67% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.87% | TTM Yield 2.5% | 3yr Sharpe 0.10 | YTD Return 2.3% | 3yr Return 17.5% | 1yr Return 7.6% | Total Assets $2B | 6M Money Flow -$104M | |
Expense Ratio 1.03% Expense Ratio 0.73% Expense Ratio 1.83% Expense Ratio 0.97% Expense Ratio 1.28% | ||||||||
Expense Ratio 1.19% | TTM Yield 3.4% | 3yr Sharpe 0.06 | YTD Return 2.3% | 3yr Return 15.6% | 1yr Return 8.1% | Total Assets $769M | 6M Money Flow -$43M | |
Expense Ratio 0.94% Expense Ratio 1.94% Expense Ratio 1.44% Expense Ratio 1.04% Expense Ratio 1.19% Expense Ratio 0.88% Expense Ratio 1.54% Expense Ratio 0.88% Expense Ratio 0.94% | ||||||||
Expense Ratio 0.13% | TTM Yield 3.0% | 3yr Sharpe 0.12 | YTD Return 2.4% | 3yr Return 17.3% | 1yr Return 7.6% | Total Assets $148M | 6M Money Flow -$10M | |
Expense Ratio 0.70% | TTM Yield 4.7% | 3yr Sharpe -0.35 | YTD Return 2.4% | 3yr Return 6.0% | 1yr Return 4.4% | Total Assets $488M | 6M Money Flow -$11M | |
Expense Ratio 0.51% Expense Ratio 0.95% Expense Ratio 0.70% Expense Ratio 0.61% Expense Ratio 0.95% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.44% | TTM Yield 2.9% | 3yr Sharpe 0.05 | YTD Return 2.4% | 3yr Return 15.7% | 1yr Return 7.2% | Total Assets $329M | 6M Money Flow -$17M | |
Expense Ratio 1.19% Expense Ratio 0.19% Expense Ratio 0.69% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe 0.01 | YTD Return 2.4% | 3yr Return 14.8% | 1yr Return 7.1% | Total Assets $179M | 6M Money Flow -$5M | |
Expense Ratio 0.59% Expense Ratio 1.09% Expense Ratio 0.89% Expense Ratio 0.79% Expense Ratio 1.29% Expense Ratio 0.69% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.8% | 3yr Sharpe 0.06 | YTD Return 2.4% | 3yr Return 16.3% | 1yr Return 7.4% | Total Assets $279M | 6M Money Flow -$17M | |
Expense Ratio 0.62% | TTM Yield 2.8% | 3yr Sharpe 0.03 | YTD Return 2.4% | 3yr Return 15.7% | 1yr Return 7.4% | Total Assets $623M | 6M Money Flow -$56M | |
Expense Ratio 0.27% | ||||||||
Expense Ratio 0.16% | TTM Yield 3.8% | 3yr Sharpe 0.01 | YTD Return 2.4% | 3yr Return 11.9% | 1yr Return 7.1% | Total Assets $48B | 6M Money Flow -$3B | |
Expense Ratio 0.23% | ||||||||
Expense Ratio 1.82% | TTM Yield 2.4% | 3yr Sharpe -0.16 | YTD Return 2.4% | 3yr Return 6.9% | 1yr Return 5.0% | Total Assets $13M | 6M Money Flow $178K | |
Expense Ratio 0.40% | TTM Yield 3.0% | 3yr Sharpe 0.19 | YTD Return 2.5% | 3yr Return 21.4% | 1yr Return 8.1% | Total Assets $130M | 6M Money Flow -$8M | |
Expense Ratio 0.55% | ||||||||
Expense Ratio 0.47% | TTM Yield 4.5% | 3yr Sharpe -0.18 | YTD Return 2.5% | 3yr Return 9.4% | 1yr Return 7.5% | Total Assets $319M | 6M Money Flow -$27M | |
Expense Ratio 0.22% Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.09% | ||||||||
Expense Ratio 0.94% | TTM Yield 3.4% | 3yr Sharpe 0.02 | YTD Return 2.6% | 3yr Return 15.0% | 1yr Return 7.0% | Total Assets $4B | 6M Money Flow -$16M | |
Expense Ratio 0.69% Expense Ratio 1.44% Expense Ratio 0.44% | ||||||||
Expense Ratio 0.49% | TTM Yield 4.3% | 3yr Sharpe 0.18 | YTD Return 2.6% | 3yr Return 19.9% | 1yr Return 8.3% | Total Assets $2B | 6M Money Flow -$42M | |
Expense Ratio 0.82% Expense Ratio 0.57% Expense Ratio 1.57% Expense Ratio 0.48% Expense Ratio 0.48% | ||||||||