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Conservative Allocationor search across All Categories

Statistics as of Jun 06, 2025

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Found total of 33 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 SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.0%
3yr Sharpe
-0.04
YTD Return
2.7%
3yr Return
13.9%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
-$153M
Conservative Allocation
Expense Ratio
0.70%
TTM Yield
4.2%
3yr Sharpe
0.00
YTD Return
2.1%
3yr Return
15.2%
1yr Return
6.5%
Total Assets
$964M
6M Money Flow
-$39M
Conservative Allocation
Expense Ratio
0.38%
TTM Yield
3.8%
3yr Sharpe
-0.08
YTD Return
3.5%
3yr Return
13.3%
1yr Return
7.7%
Total Assets
$841M
6M Money Flow
-$85M
Conservative Allocation
Expense Ratio
3.10%
TTM Yield
11.8%
3yr Sharpe
-0.33
YTD Return
1.9%
3yr Return
-5.4%
1yr Return
12.5%
Total Assets
$798M
6M Money Flow
-$33M
Conservative Allocation
Expense Ratio
0.47%
TTM Yield
5.8%
3yr Sharpe
0.14
YTD Return
3.8%
3yr Return
17.5%
1yr Return
6.9%
Total Assets
$785M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
0.42%
TTM Yield
3.1%
3yr Sharpe
-0.06
YTD Return
2.4%
3yr Return
13.6%
1yr Return
6.1%
Total Assets
$744M
6M Money Flow
$61M
Conservative Allocation
Expense Ratio
1.00%
TTM Yield
3.5%
3yr Sharpe
0.15
YTD Return
2.9%
3yr Return
19.3%
1yr Return
6.9%
Total Assets
$562M
6M Money Flow
-$24M
Conservative Allocation
Expense Ratio
0.91%
TTM Yield
3.1%
3yr Sharpe
-0.75
YTD Return
3.8%
3yr Return
2.7%
1yr Return
3.8%
Total Assets
$530M
6M Money Flow
-$48M
Conservative Allocation
Expense Ratio
0.64%
TTM Yield
4.0%
3yr Sharpe
-0.14
YTD Return
2.8%
3yr Return
11.7%
1yr Return
5.9%
Total Assets
$431M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
0.72%
TTM Yield
3.1%
3yr Sharpe
-0.16
YTD Return
2.1%
3yr Return
11.6%
1yr Return
5.8%
Total Assets
$368M
6M Money Flow
-$23M
Conservative Allocation
Expense Ratio
0.90%
TTM Yield
3.3%
3yr Sharpe
-0.14
YTD Return
2.8%
3yr Return
12.2%
1yr Return
5.5%
Total Assets
$308M
6M Money Flow
-$27M
Conservative Allocation
Expense Ratio
0.87%
TTM Yield
3.1%
3yr Sharpe
-0.10
YTD Return
2.5%
3yr Return
13.0%
1yr Return
5.9%
Total Assets
$248M
6M Money Flow
-$19M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
2.0%
3yr Sharpe
-0.44
YTD Return
2.7%
3yr Return
6.5%
1yr Return
5.5%
Total Assets
$223M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
4.2%
3yr Sharpe
0.17
YTD Return
2.3%
3yr Return
19.5%
1yr Return
6.3%
Total Assets
$219M
6M Money Flow
-$6M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
3.1%
3yr Sharpe
0.02
YTD Return
8.7%
3yr Return
14.4%
1yr Return
12.3%
Total Assets
$216M
6M Money Flow
$23M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
3.3%
3yr Sharpe
-0.13
YTD Return
2.7%
3yr Return
11.8%
1yr Return
5.6%
Total Assets
$175M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
1.27%
TTM Yield
2.9%
3yr Sharpe
-0.01
YTD Return
1.4%
3yr Return
15.3%
1yr Return
4.2%
Total Assets
$158M
6M Money Flow
$12M
Conservative Allocation
Expense Ratio
0.55%
TTM Yield
3.2%
3yr Sharpe
-0.11
YTD Return
2.7%
3yr Return
12.4%
1yr Return
5.5%
Total Assets
$149M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.1%
3yr Sharpe
-0.07
YTD Return
2.8%
3yr Return
13.4%
1yr Return
6.2%
Total Assets
$125M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
1.67%
TTM Yield
3.9%
3yr Sharpe
-0.94
YTD Return
3.2%
3yr Return
2.2%
1yr Return
4.4%
Total Assets
$122M
6M Money Flow
$108M
Conservative Allocation
Expense Ratio
0.89%
TTM Yield
6.1%
3yr Sharpe
0.16
YTD Return
1.2%
3yr Return
19.9%
1yr Return
7.7%
Total Assets
$109M
6M Money Flow
$9M
Conservative Allocation
Expense Ratio
0.66%
TTM Yield
0.4%
3yr Sharpe
-0.03
YTD Return
2.5%
3yr Return
14.5%
1yr Return
6.7%
Total Assets
$97M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
5.2%
3yr Sharpe
-0.12
YTD Return
2.5%
3yr Return
10.6%
1yr Return
4.9%
Total Assets
$72M
6M Money Flow
-$7M
Conservative Allocation
Expense Ratio
0.16%
TTM Yield
4.9%
3yr Sharpe
-0.11
YTD Return
3.5%
3yr Return
12.5%
1yr Return
6.6%
Total Assets
$58M
6M Money Flow
-$757K
Conservative Allocation
Expense Ratio
1.51%
TTM Yield
6.7%
3yr Sharpe
0.03
YTD Return
0.4%
3yr Return
16.2%
1yr Return
6.6%
Total Assets
$50M
6M Money Flow
-$5M
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
3.8%
3yr Sharpe
-0.05
YTD Return
3.6%
3yr Return
13.9%
1yr Return
6.3%
Total Assets
$49M
6M Money Flow
$199K
Conservative Allocation
Expense Ratio
2.51%
TTM Yield
6.6%
3yr Sharpe
0.05
YTD Return
0.9%
3yr Return
17.0%
1yr Return
3.5%
Total Assets
$40M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.7%
3yr Sharpe
-0.21
YTD Return
2.7%
3yr Return
10.4%
1yr Return
4.8%
Total Assets
$40M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
2.41%
TTM Yield
2.1%
3yr Sharpe
-0.50
YTD Return
-1.6%
3yr Return
-9.6%
1yr Return
-8.3%
Total Assets
$31M
6M Money Flow
$6M
Conservative Allocation
Expense Ratio
1.09%
TTM Yield
4.3%
3yr Sharpe
-0.34
YTD Return
2.9%
3yr Return
9.6%
1yr Return
4.8%
Total Assets
$22M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
2.79%
TTM Yield
0.9%
3yr Sharpe
0.31
YTD Return
-0.9%
3yr Return
19.7%
1yr Return
4.0%
Total Assets
$15M
6M Money Flow
-$486K
Conservative Allocation
Expense Ratio
1.50%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
12.5%
3yr Return
-
1yr Return
-
Total Assets
$13M
6M Money Flow
$458K
Conservative Allocation
Expense Ratio
1.12%
TTM Yield
2.7%
3yr Sharpe
-0.02
YTD Return
1.7%
3yr Return
14.4%
1yr Return
7.1%
Total Assets
$10M
6M Money Flow
-$1M