Global Moderate Allocationor search across All Categories
Statistics as of Jun 06, 2025
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Found total of 109 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 0.00% | TTM Yield 6.0% | 3yr Sharpe 0.27 | YTD Return 6.5% | 3yr Return 29.4% | 1yr Return 10.7% | Total Assets $348M | 6M Money Flow $93M | |
Expense Ratio 0.01% | TTM Yield 4.7% | 3yr Sharpe 0.31 | YTD Return 7.6% | 3yr Return 26.5% | 1yr Return 8.1% | Total Assets $400M | 6M Money Flow $4M | |
Expense Ratio 0.12% Expense Ratio 0.01% | ||||||||
Expense Ratio 0.13% | TTM Yield 2.7% | 3yr Sharpe 0.33 | YTD Return 5.4% | 3yr Return 27.5% | 1yr Return 10.1% | Total Assets $22B | 6M Money Flow -$671M | |
Expense Ratio 0.15% | TTM Yield 2.6% | 3yr Sharpe 0.33 | YTD Return 5.2% | 3yr Return 28.0% | 1yr Return 9.8% | Total Assets $2B | 6M Money Flow $31M | |
Expense Ratio 0.19% | TTM Yield 2.4% | 3yr Sharpe 0.28 | YTD Return 4.5% | 3yr Return 26.2% | 1yr Return 9.3% | Total Assets $22M | 6M Money Flow $468K | |
Expense Ratio 0.25% | TTM Yield 2.7% | 3yr Sharpe 0.36 | YTD Return 4.2% | 3yr Return 27.8% | 1yr Return 9.1% | Total Assets $4B | 6M Money Flow -$291M | |
Expense Ratio 0.30% | TTM Yield 2.3% | 3yr Sharpe 0.27 | YTD Return 4.8% | 3yr Return 27.0% | 1yr Return 8.0% | Total Assets $22B | 6M Money Flow -$1B | |
Expense Ratio 0.35% | TTM Yield 3.2% | 3yr Sharpe 0.33 | YTD Return 6.8% | 3yr Return 26.6% | 1yr Return 8.2% | Total Assets $3B | 6M Money Flow -$96M | |
Expense Ratio 0.48% | ||||||||
Expense Ratio 0.35% | TTM Yield 2.9% | 3yr Sharpe 0.27 | YTD Return 5.4% | 3yr Return 24.3% | 1yr Return 9.4% | Total Assets $252M | 6M Money Flow $3M | |
Expense Ratio 0.37% | TTM Yield 4.0% | 3yr Sharpe 0.02 | YTD Return 6.9% | 3yr Return 17.6% | 1yr Return 8.9% | Total Assets $56M | 6M Money Flow -$899K | |
Expense Ratio 0.39% | TTM Yield 3.1% | 3yr Sharpe 0.17 | YTD Return 4.3% | 3yr Return 21.3% | 1yr Return 7.3% | Total Assets $2B | 6M Money Flow $172M | |
Expense Ratio 0.04% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.44% | TTM Yield 2.8% | 3yr Sharpe - | YTD Return 4.3% | 3yr Return - | 1yr Return 7.7% | Total Assets $195K | 6M Money Flow $15K | |
Expense Ratio 0.47% | TTM Yield 2.3% | 3yr Sharpe 0.25 | YTD Return 7.1% | 3yr Return 25.5% | 1yr Return 9.2% | Total Assets $27B | 6M Money Flow $276M | |
Expense Ratio 0.81% Expense Ratio 0.58% Expense Ratio 0.47% Expense Ratio 0.84% Expense Ratio 1.55% Expense Ratio 0.86% Expense Ratio 1.11% Expense Ratio 0.57% Expense Ratio 0.81% Expense Ratio 1.54% Expense Ratio 0.52% Expense Ratio 1.59% Expense Ratio 1.06% Expense Ratio 0.63% Expense Ratio 1.53% Expense Ratio 1.28% Expense Ratio 0.53% Expense Ratio 0.91% | ||||||||
Expense Ratio 0.47% | TTM Yield 3.7% | 3yr Sharpe 0.21 | YTD Return 3.0% | 3yr Return 23.4% | 1yr Return 6.9% | Total Assets $73M | 6M Money Flow -$6M | |
Expense Ratio 0.72% Expense Ratio 0.72% Expense Ratio 1.47% | ||||||||
Expense Ratio 0.47% | TTM Yield 1.7% | 3yr Sharpe 0.29 | YTD Return 6.0% | 3yr Return 28.6% | 1yr Return 8.6% | Total Assets $35M | 6M Money Flow $5M | |
Expense Ratio 0.47% Expense Ratio 1.47% Expense Ratio 0.72% Expense Ratio 0.97% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.4% | 3yr Sharpe 0.27 | YTD Return 3.5% | 3yr Return 25.2% | 1yr Return 8.0% | Total Assets $642M | 6M Money Flow -$52M | |
Expense Ratio 0.90% Expense Ratio 0.83% Expense Ratio 1.15% Expense Ratio 0.59% | ||||||||
Expense Ratio 0.50% | TTM Yield 3.1% | 3yr Sharpe -0.30 | YTD Return 7.4% | 3yr Return 2.9% | 1yr Return 5.5% | Total Assets $497M | 6M Money Flow -$37M | |
Expense Ratio 0.50% | TTM Yield 8.3% | 3yr Sharpe 0.08 | YTD Return 2.2% | 3yr Return 18.6% | 1yr Return 9.5% | Total Assets $34M | 6M Money Flow -$331K | |
Expense Ratio 0.55% | TTM Yield 2.3% | 3yr Sharpe 0.21 | YTD Return 4.5% | 3yr Return 22.6% | 1yr Return 8.0% | Total Assets $9B | 6M Money Flow -$375M | |
Expense Ratio 0.47% Expense Ratio 0.83% Expense Ratio 0.58% Expense Ratio 1.08% Expense Ratio 1.58% | ||||||||
Expense Ratio 0.55% | TTM Yield 3.0% | 3yr Sharpe 0.10 | YTD Return 4.6% | 3yr Return 19.2% | 1yr Return 8.8% | Total Assets $79M | 6M Money Flow -$5M | |
Expense Ratio 0.56% | TTM Yield 4.1% | 3yr Sharpe 0.31 | YTD Return 4.4% | 3yr Return 26.6% | 1yr Return 9.0% | Total Assets $957M | 6M Money Flow $13M | |
Expense Ratio 0.55% Expense Ratio 0.92% Expense Ratio 0.67% Expense Ratio 1.67% Expense Ratio 1.17% Expense Ratio 0.55% Expense Ratio 1.06% | ||||||||
Expense Ratio 0.58% | TTM Yield 3.8% | 3yr Sharpe 0.28 | YTD Return 8.5% | 3yr Return 25.5% | 1yr Return 15.1% | Total Assets $131B | 6M Money Flow -$4B | |
Expense Ratio 0.27% Expense Ratio 0.37% Expense Ratio 0.27% Expense Ratio 0.65% Expense Ratio 0.61% Expense Ratio 1.33% Expense Ratio 0.62% Expense Ratio 0.91% Expense Ratio 1.36% Expense Ratio 0.41% Expense Ratio 0.31% Expense Ratio 0.36% Expense Ratio 1.36% Expense Ratio 0.84% Expense Ratio 1.36% Expense Ratio 1.07% Expense Ratio 0.32% Expense Ratio 0.70% | ||||||||
Expense Ratio 0.60% | TTM Yield 2.9% | 3yr Sharpe 0.36 | YTD Return 6.5% | 3yr Return 28.4% | 1yr Return 12.5% | Total Assets $2B | 6M Money Flow -$6M | |
Expense Ratio 0.42% Expense Ratio 1.34% Expense Ratio 0.32% Expense Ratio 0.69% Expense Ratio 0.32% Expense Ratio 0.90% Expense Ratio 0.60% Expense Ratio 1.17% Expense Ratio 0.44% Expense Ratio 1.11% Expense Ratio 0.40% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.60% | TTM Yield 3.1% | 3yr Sharpe 0.21 | YTD Return 6.2% | 3yr Return 22.0% | 1yr Return 11.2% | Total Assets $2B | 6M Money Flow -$23M | |
Expense Ratio 0.40% Expense Ratio 1.33% Expense Ratio 0.31% Expense Ratio 0.66% Expense Ratio 0.31% Expense Ratio 0.92% Expense Ratio 0.63% Expense Ratio 1.20% Expense Ratio 1.32% Expense Ratio 0.36% Expense Ratio 0.46% Expense Ratio 1.09% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.6% | 3yr Sharpe 0.32 | YTD Return 4.8% | 3yr Return 26.3% | 1yr Return 8.3% | Total Assets $2B | 6M Money Flow -$132M | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.64% | TTM Yield 2.0% | 3yr Sharpe 0.26 | YTD Return 5.0% | 3yr Return 25.4% | 1yr Return 8.8% | Total Assets $4B | 6M Money Flow -$106M | |
Expense Ratio 0.57% Expense Ratio 0.94% Expense Ratio 0.69% Expense Ratio 1.19% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.65% | TTM Yield 1.6% | 3yr Sharpe 0.12 | YTD Return 2.6% | 3yr Return 20.6% | 1yr Return 6.5% | Total Assets $443M | 6M Money Flow -$65M | |
Expense Ratio 0.65% | TTM Yield 3.9% | 3yr Sharpe 0.39 | YTD Return 6.6% | 3yr Return 30.8% | 1yr Return 9.9% | Total Assets $229M | 6M Money Flow -$3M | |
Expense Ratio 0.66% | TTM Yield 2.1% | 3yr Sharpe 0.35 | YTD Return 5.9% | 3yr Return 28.7% | 1yr Return 11.3% | Total Assets $15B | 6M Money Flow -$235M | |
Expense Ratio 0.45% Expense Ratio 1.40% Expense Ratio 0.35% Expense Ratio 0.69% Expense Ratio 0.35% Expense Ratio 0.99% Expense Ratio 1.42% Expense Ratio 0.45% Expense Ratio 0.70% Expense Ratio 0.68% Expense Ratio 0.40% Expense Ratio 1.45% Expense Ratio 0.49% Expense Ratio 0.93% Expense Ratio 0.60% Expense Ratio 1.40% Expense Ratio 1.15% Expense Ratio 0.38% Expense Ratio 0.40% Expense Ratio 0.76% | ||||||||
Expense Ratio 0.66% | TTM Yield 6.5% | 3yr Sharpe 0.53 | YTD Return 11.8% | 3yr Return 31.2% | 1yr Return 14.2% | Total Assets $5B | 6M Money Flow $591M | |
Expense Ratio 0.85% Expense Ratio 1.62% Expense Ratio 0.56% | ||||||||
Expense Ratio 0.66% | TTM Yield 5.6% | 3yr Sharpe 0.38 | YTD Return 7.7% | 3yr Return 26.5% | 1yr Return 5.9% | Total Assets $1B | 6M Money Flow $47M | |
Expense Ratio 0.68% | TTM Yield 7.4% | 3yr Sharpe 0.25 | YTD Return 4.1% | 3yr Return 24.1% | 1yr Return 9.8% | Total Assets $1B | 6M Money Flow $45M | |
Expense Ratio 0.63% Expense Ratio 0.93% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.68% | TTM Yield 1.3% | 3yr Sharpe 0.19 | YTD Return 7.3% | 3yr Return 23.1% | 1yr Return 10.4% | Total Assets $559M | 6M Money Flow -$30M | |
Expense Ratio 1.01% Expense Ratio 0.74% Expense Ratio 1.84% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.5% | 3yr Sharpe 0.20 | YTD Return 4.4% | 3yr Return 23.1% | 1yr Return 9.1% | Total Assets $1B | 6M Money Flow -$45M | |
Expense Ratio 1.07% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.70% | TTM Yield 2.6% | 3yr Sharpe 0.30 | YTD Return 4.3% | 3yr Return 26.8% | 1yr Return 7.7% | Total Assets $882M | 6M Money Flow -$38M | |
Expense Ratio 0.70% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.71% | TTM Yield 2.5% | 3yr Sharpe 0.37 | YTD Return 5.9% | 3yr Return 28.2% | 1yr Return 9.5% | Total Assets $94M | 6M Money Flow -$21M | |
Expense Ratio 0.96% | ||||||||
Expense Ratio 0.71% | TTM Yield 3.2% | 3yr Sharpe 0.34 | YTD Return 5.8% | 3yr Return 27.2% | 1yr Return 9.1% | Total Assets $21M | 6M Money Flow -$2M | |
Expense Ratio 0.75% | TTM Yield 1.7% | 3yr Sharpe 0.09 | YTD Return 10.3% | 3yr Return 18.2% | 1yr Return 16.2% | Total Assets $128M | 6M Money Flow $31M | |
Expense Ratio 0.75% | TTM Yield 12.1% | 3yr Sharpe 0.08 | YTD Return 9.5% | 3yr Return 17.7% | 1yr Return 9.2% | Total Assets $26M | 6M Money Flow $4M | |
Expense Ratio 0.76% | TTM Yield 2.4% | 3yr Sharpe -0.04 | YTD Return 5.7% | 3yr Return 14.7% | 1yr Return 7.9% | Total Assets $120M | 6M Money Flow -$5M | |
Expense Ratio 0.91% | ||||||||
Expense Ratio 0.77% | TTM Yield 4.8% | 3yr Sharpe 0.37 | YTD Return 6.9% | 3yr Return 24.8% | 1yr Return 6.6% | Total Assets $2B | 6M Money Flow -$319M | |
Expense Ratio 0.72% Expense Ratio 0.88% Expense Ratio 0.77% | ||||||||
Expense Ratio 0.78% | TTM Yield 2.5% | 3yr Sharpe 0.14 | YTD Return 5.3% | 3yr Return 21.2% | 1yr Return 7.4% | Total Assets $3B | 6M Money Flow -$163M | |
Expense Ratio 0.65% Expense Ratio 1.03% Expense Ratio 1.53% Expense Ratio 1.40% Expense Ratio 0.90% Expense Ratio 1.15% Expense Ratio 0.75% | ||||||||