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Conservative Allocationor search across All Categories

Statistics as of May 01, 2025

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Found total of 47 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
0.49%
TTM Yield
3.3%
3yr Sharpe
-0.13
YTD Return
1.4%
3yr Return
11.4%
1yr Return
6.9%
Total Assets
$5B
6M Money Flow
$18M
Conservative Allocation
Expense Ratio
0.11%
TTM Yield
3.7%
3yr Sharpe
-0.10
YTD Return
2.1%
3yr Return
11.5%
1yr Return
8.1%
Total Assets
$4B
6M Money Flow
-$157M
Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.0%
3yr Sharpe
-0.06
YTD Return
1.3%
3yr Return
12.5%
1yr Return
8.0%
Total Assets
$2B
6M Money Flow
-$160M
Conservative Allocation
Expense Ratio
1.95%
TTM Yield
3.6%
3yr Sharpe
-0.14
YTD Return
5.1%
3yr Return
9.8%
1yr Return
10.3%
Total Assets
$2B
6M Money Flow
-$21M
Conservative Allocation
Expense Ratio
0.25%
TTM Yield
4.2%
3yr Sharpe
-0.04
YTD Return
1.3%
3yr Return
13.0%
1yr Return
7.5%
Total Assets
$2B
6M Money Flow
-$96M
Conservative Allocation
Expense Ratio
0.37%
TTM Yield
3.1%
3yr Sharpe
-0.12
YTD Return
1.3%
3yr Return
11.4%
1yr Return
6.6%
Total Assets
$1B
6M Money Flow
$151M
Conservative Allocation
Expense Ratio
0.70%
TTM Yield
4.2%
3yr Sharpe
-0.05
YTD Return
0.5%
3yr Return
12.8%
1yr Return
7.8%
Total Assets
$958M
6M Money Flow
-$37M
Conservative Allocation
Expense Ratio
0.38%
TTM Yield
3.8%
3yr Sharpe
-0.10
YTD Return
1.9%
3yr Return
10.9%
1yr Return
9.0%
Total Assets
$838M
6M Money Flow
-$95M
Conservative Allocation
Expense Ratio
3.10%
TTM Yield
11.8%
3yr Sharpe
-0.37
YTD Return
1.1%
3yr Return
-9.0%
1yr Return
14.4%
Total Assets
$793M
6M Money Flow
-$33M
Conservative Allocation
Expense Ratio
0.38%
TTM Yield
5.8%
3yr Sharpe
0.07
YTD Return
2.7%
3yr Return
15.5%
1yr Return
8.3%
Total Assets
$775M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.41%
TTM Yield
3.1%
3yr Sharpe
0.06
YTD Return
2.4%
3yr Return
14.9%
1yr Return
7.4%
Total Assets
$741M
6M Money Flow
$58M
Conservative Allocation
Expense Ratio
0.24%
TTM Yield
3.5%
3yr Sharpe
0.09
YTD Return
1.0%
3yr Return
15.4%
1yr Return
6.6%
Total Assets
$655M
6M Money Flow
-$39M
Conservative Allocation
Expense Ratio
1.00%
TTM Yield
3.6%
3yr Sharpe
0.12
YTD Return
0.9%
3yr Return
16.9%
1yr Return
8.8%
Total Assets
$557M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
0.62%
TTM Yield
5.3%
3yr Sharpe
-0.12
YTD Return
1.4%
3yr Return
13.0%
1yr Return
5.2%
Total Assets
$457M
6M Money Flow
-$45M
Conservative Allocation
Expense Ratio
0.64%
TTM Yield
4.0%
3yr Sharpe
-0.17
YTD Return
1.3%
3yr Return
9.5%
1yr Return
8.0%
Total Assets
$434M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
0.42%
TTM Yield
4.0%
3yr Sharpe
0.03
YTD Return
1.4%
3yr Return
14.4%
1yr Return
7.4%
Total Assets
$404M
6M Money Flow
-$15M
Conservative Allocation
Expense Ratio
0.72%
TTM Yield
3.2%
3yr Sharpe
-0.18
YTD Return
0.9%
3yr Return
9.8%
1yr Return
7.0%
Total Assets
$366M
6M Money Flow
-$26M
Conservative Allocation
Expense Ratio
0.75%
TTM Yield
3.7%
3yr Sharpe
0.02
YTD Return
1.7%
3yr Return
14.3%
1yr Return
8.2%
Total Assets
$344M
6M Money Flow
$9M
Conservative Allocation
Expense Ratio
0.90%
TTM Yield
3.3%
3yr Sharpe
-0.15
YTD Return
2.0%
3yr Return
10.8%
1yr Return
7.3%
Total Assets
$309M
6M Money Flow
-$28M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.6%
3yr Sharpe
-0.18
YTD Return
1.5%
3yr Return
9.9%
1yr Return
6.9%
Total Assets
$264M
6M Money Flow
-$31M
Conservative Allocation
Expense Ratio
0.54%
TTM Yield
3.2%
3yr Sharpe
-0.11
YTD Return
1.1%
3yr Return
11.2%
1yr Return
7.6%
Total Assets
$247M
6M Money Flow
-$23M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
2.0%
3yr Sharpe
-0.40
YTD Return
2.2%
3yr Return
6.0%
1yr Return
7.2%
Total Assets
$221M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
4.2%
3yr Sharpe
0.14
YTD Return
0.4%
3yr Return
17.5%
1yr Return
8.1%
Total Assets
$220M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
3.1%
3yr Sharpe
0.10
YTD Return
8.4%
3yr Return
14.9%
1yr Return
14.1%
Total Assets
$214M
6M Money Flow
$21M
Conservative Allocation
Expense Ratio
0.60%
TTM Yield
3.9%
3yr Sharpe
0.06
YTD Return
2.5%
3yr Return
15.1%
1yr Return
8.4%
Total Assets
$210M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
1.67%
TTM Yield
3.9%
3yr Sharpe
-0.90
YTD Return
2.9%
3yr Return
2.6%
1yr Return
4.7%
Total Assets
$209M
6M Money Flow
$97M
Conservative Allocation
Expense Ratio
1.83%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
3.1%
Total Assets
$176M
6M Money Flow
$145M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
3.3%
3yr Sharpe
-0.13
YTD Return
1.7%
3yr Return
10.2%
1yr Return
7.9%
Total Assets
$173M
6M Money Flow
-$13M
Conservative Allocation
Expense Ratio
0.96%
TTM Yield
3.0%
3yr Sharpe
-0.05
YTD Return
0.0%
3yr Return
12.9%
1yr Return
6.4%
Total Assets
$155M
6M Money Flow
$13M
Conservative Allocation
Expense Ratio
0.55%
TTM Yield
3.3%
3yr Sharpe
-0.11
YTD Return
1.8%
3yr Return
11.2%
1yr Return
8.0%
Total Assets
$150M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.2%
3yr Sharpe
-0.12
YTD Return
0.8%
3yr Return
10.9%
1yr Return
7.2%
Total Assets
$125M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
0.89%
TTM Yield
6.2%
3yr Sharpe
0.10
YTD Return
-1.4%
3yr Return
16.7%
1yr Return
7.9%
Total Assets
$105M
6M Money Flow
$9M
Conservative Allocation
Expense Ratio
0.26%
TTM Yield
0.4%
3yr Sharpe
-0.07
YTD Return
1.1%
3yr Return
12.2%
1yr Return
8.3%
Total Assets
$98M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
-0.29
YTD Return
1.3%
3yr Return
7.4%
1yr Return
7.1%
Total Assets
$91M
6M Money Flow
-$13M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.6%
3yr Sharpe
-0.02
YTD Return
1.5%
3yr Return
13.5%
1yr Return
7.1%
Total Assets
$75M
6M Money Flow
-$722K
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
4.8%
3yr Sharpe
-0.07
YTD Return
2.0%
3yr Return
10.8%
1yr Return
7.5%
Total Assets
$72M
6M Money Flow
-$8M
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
4.0%
3yr Sharpe
-0.22
YTD Return
1.8%
3yr Return
8.1%
1yr Return
7.2%
Total Assets
$63M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.9%
3yr Sharpe
-0.09
YTD Return
2.5%
3yr Return
11.2%
1yr Return
8.1%
Total Assets
$58M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
1.51%
TTM Yield
6.8%
3yr Sharpe
0.01
YTD Return
-2.6%
3yr Return
13.9%
1yr Return
5.1%
Total Assets
$50M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
1.01%
TTM Yield
3.9%
3yr Sharpe
-0.15
YTD Return
1.2%
3yr Return
11.1%
1yr Return
6.2%
Total Assets
$48M
6M Money Flow
-$874K
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.8%
3yr Sharpe
-0.22
YTD Return
1.0%
3yr Return
8.5%
1yr Return
6.1%
Total Assets
$40M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
2.51%
TTM Yield
6.7%
3yr Sharpe
0.03
YTD Return
-1.0%
3yr Return
14.8%
1yr Return
3.5%
Total Assets
$39M
6M Money Flow
-$1M