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 4.33% | TTM Yield 4.9% | 3yr Sharpe 0.09 | YTD Return 3.2% | 3yr Return 23.7% | 1yr Return 16.1% | Total Assets $116M | 6M Money Flow -$2M | |
Expense Ratio 4.21% | TTM Yield 5.1% | 3yr Sharpe 0.09 | YTD Return 5.2% | 3yr Return 22.6% | 1yr Return 10.8% | Total Assets $493M | 6M Money Flow -$19M | |
Expense Ratio 3.50% | TTM Yield 13.3% | 3yr Sharpe 0.20 | YTD Return 8.1% | 3yr Return 30.4% | 1yr Return 16.0% | Total Assets $455M | 6M Money Flow - | |
Expense Ratio 3.07% | TTM Yield 8.5% | 3yr Sharpe 0.19 | YTD Return 3.9% | 3yr Return 24.2% | 1yr Return 12.1% | Total Assets $798M | 6M Money Flow -$35M | |
Expense Ratio 2.75% | TTM Yield 9.2% | 3yr Sharpe -0.19 | YTD Return 1.2% | 3yr Return 4.3% | 1yr Return 8.4% | Total Assets $178M | 6M Money Flow - | |
Expense Ratio 2.07% | TTM Yield 1.7% | 3yr Sharpe -0.07 | YTD Return 7.8% | 3yr Return 13.0% | 1yr Return 6.1% | Total Assets $19M | 6M Money Flow -$918K | |
Expense Ratio 2.32% | ||||||||
Expense Ratio 1.95% | TTM Yield 11.3% | 3yr Sharpe 0.03 | YTD Return 38.3% | 3yr Return 18.9% | 1yr Return 38.2% | Total Assets $273M | 6M Money Flow - | |
Expense Ratio 1.71% | TTM Yield 2.8% | 3yr Sharpe -0.17 | YTD Return 3.2% | 3yr Return 12.1% | 1yr Return 5.4% | Total Assets $2B | 6M Money Flow -$65M | |
Expense Ratio 1.69% | TTM Yield 1.9% | 3yr Sharpe -0.02 | YTD Return 6.3% | 3yr Return 15.0% | 1yr Return 9.2% | Total Assets $33M | 6M Money Flow -$1M | |
Expense Ratio 2.19% Expense Ratio 1.44% | ||||||||
Expense Ratio 1.65% | TTM Yield 1.8% | 3yr Sharpe - | YTD Return -2.6% | 3yr Return - | 1yr Return -1.2% | Total Assets $71M | 6M Money Flow $18M | |
Expense Ratio 2.05% | ||||||||
Expense Ratio 1.59% | TTM Yield 7.2% | 3yr Sharpe 0.69 | YTD Return 19.6% | 3yr Return 51.9% | 1yr Return 25.3% | Total Assets $652M | 6M Money Flow - | |
Expense Ratio 1.42% | TTM Yield 1.8% | 3yr Sharpe -0.04 | YTD Return 3.7% | 3yr Return 14.3% | 1yr Return 6.8% | Total Assets $143M | 6M Money Flow -$11M | |
Expense Ratio 1.17% | ||||||||
Expense Ratio 1.32% | TTM Yield 2.0% | 3yr Sharpe 0.04 | YTD Return 9.5% | 3yr Return 16.2% | 1yr Return 12.8% | Total Assets $79M | 6M Money Flow -$385K | |
Expense Ratio 1.07% Expense Ratio 2.07% | ||||||||
Expense Ratio 1.27% | TTM Yield 0.9% | 3yr Sharpe 0.13 | YTD Return 5.5% | 3yr Return 19.7% | 1yr Return 6.9% | Total Assets $1B | 6M Money Flow -$57M | |
Expense Ratio 1.02% Expense Ratio 1.52% Expense Ratio 2.02% Expense Ratio 0.91% | ||||||||
Expense Ratio 1.26% | TTM Yield 3.3% | 3yr Sharpe -0.11 | YTD Return 10.9% | 3yr Return 10.7% | 1yr Return 6.1% | Total Assets $61M | 6M Money Flow -$21M | |
Expense Ratio 0.91% Expense Ratio 1.01% Expense Ratio 0.91% Expense Ratio 2.01% Expense Ratio 0.91% Expense Ratio 1.51% Expense Ratio 0.96% Expense Ratio 1.21% | ||||||||
Expense Ratio 1.22% | TTM Yield 0.4% | 3yr Sharpe -0.02 | YTD Return 4.4% | 3yr Return 15.3% | 1yr Return 6.8% | Total Assets $308M | 6M Money Flow -$24M | |
Expense Ratio 0.97% | ||||||||
Expense Ratio 1.21% | TTM Yield 0.6% | 3yr Sharpe 0.23 | YTD Return 5.5% | 3yr Return 24.1% | 1yr Return 8.9% | Total Assets $443M | 6M Money Flow -$56M | |
Expense Ratio 0.96% Expense Ratio 1.96% Expense Ratio 0.82% | ||||||||
Expense Ratio 1.21% | TTM Yield 2.3% | 3yr Sharpe 0.05 | YTD Return 12.2% | 3yr Return 18.5% | 1yr Return 10.4% | Total Assets $298M | 6M Money Flow -$30M | |
Expense Ratio 0.96% Expense Ratio 1.96% Expense Ratio 0.89% | ||||||||
Expense Ratio 1.20% | TTM Yield 4.5% | 3yr Sharpe 0.24 | YTD Return 4.4% | 3yr Return 23.9% | 1yr Return 11.3% | Total Assets $42M | 6M Money Flow -$194M | |
Expense Ratio 0.95% | ||||||||
Expense Ratio 1.17% | TTM Yield 5.0% | 3yr Sharpe 0.39 | YTD Return 8.4% | 3yr Return 31.6% | 1yr Return 8.5% | Total Assets $269M | 6M Money Flow -$22M | |
Expense Ratio 0.92% Expense Ratio 1.92% Expense Ratio 1.42% | ||||||||
Expense Ratio 1.17% | TTM Yield 4.6% | 3yr Sharpe 0.42 | YTD Return 7.9% | 3yr Return 28.4% | 1yr Return 12.2% | Total Assets $189M | 6M Money Flow $1M | |
Expense Ratio 0.92% Expense Ratio 0.82% Expense Ratio 1.92% | ||||||||
Expense Ratio 1.15% | TTM Yield 3.0% | 3yr Sharpe - | YTD Return 5.7% | 3yr Return 41.0% | 1yr Return 11.1% | Total Assets $11B | 6M Money Flow -$190M | |
Expense Ratio 1.15% | TTM Yield 2.0% | 3yr Sharpe 0.11 | YTD Return 5.2% | 3yr Return 19.6% | 1yr Return 9.0% | Total Assets $271M | 6M Money Flow -$16M | |
Expense Ratio 0.86% Expense Ratio 1.58% Expense Ratio 1.95% Expense Ratio 0.84% | ||||||||
Expense Ratio 1.14% | TTM Yield 2.2% | 3yr Sharpe 0.21 | YTD Return 4.5% | 3yr Return 23.8% | 1yr Return 8.6% | Total Assets $605M | 6M Money Flow -$57M | |
Expense Ratio 1.89% Expense Ratio 0.99% Expense Ratio 1.43% Expense Ratio 0.93% | ||||||||
Expense Ratio 1.13% | TTM Yield 1.9% | 3yr Sharpe 0.43 | YTD Return 5.9% | 3yr Return 33.4% | 1yr Return 11.1% | Total Assets $1B | 6M Money Flow -$91M | |
Expense Ratio 1.00% Expense Ratio 0.79% Expense Ratio 1.94% Expense Ratio 0.70% | ||||||||
Expense Ratio 1.13% | TTM Yield 2.3% | 3yr Sharpe 0.18 | YTD Return 6.3% | 3yr Return 21.9% | 1yr Return 10.4% | Total Assets $103M | 6M Money Flow -$13M | |
Expense Ratio 1.38% Expense Ratio 1.88% | ||||||||
Expense Ratio 1.12% | TTM Yield 4.2% | 3yr Sharpe 0.04 | YTD Return 4.5% | 3yr Return 17.1% | 1yr Return 8.9% | Total Assets $105M | 6M Money Flow -$3M | |
Expense Ratio 1.11% | TTM Yield 1.4% | 3yr Sharpe 0.30 | YTD Return 6.9% | 3yr Return 27.1% | 1yr Return 12.0% | Total Assets $292M | 6M Money Flow -$13M | |
Expense Ratio 1.56% Expense Ratio 1.21% Expense Ratio 2.31% | ||||||||
Expense Ratio 1.10% | TTM Yield 4.4% | 3yr Sharpe 0.19 | YTD Return 6.1% | 3yr Return 23.1% | 1yr Return 9.9% | Total Assets $429M | 6M Money Flow -$52M | |
Expense Ratio 0.85% Expense Ratio 0.85% Expense Ratio 1.85% Expense Ratio 0.85% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.1% | 3yr Sharpe 0.24 | YTD Return 7.8% | 3yr Return 24.3% | 1yr Return 10.9% | Total Assets $17B | 6M Money Flow -$1B | |
Expense Ratio 0.85% Expense Ratio 0.76% Expense Ratio 1.89% Expense Ratio 1.46% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.0% | 3yr Sharpe 0.13 | YTD Return 7.3% | 3yr Return 20.2% | 1yr Return 7.9% | Total Assets $1B | 6M Money Flow -$113M | |
Expense Ratio 0.84% Expense Ratio 0.77% Expense Ratio 1.84% Expense Ratio 1.09% Expense Ratio 0.84% Expense Ratio 1.84% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.9% | 3yr Sharpe 0.24 | YTD Return 4.7% | 3yr Return 24.0% | 1yr Return 9.7% | Total Assets $738M | 6M Money Flow -$43M | |
Expense Ratio 0.84% Expense Ratio 0.49% Expense Ratio 0.64% Expense Ratio 1.34% Expense Ratio 1.84% Expense Ratio 0.64% | ||||||||
Expense Ratio 1.09% | TTM Yield 3.0% | 3yr Sharpe 0.02 | YTD Return 5.0% | 3yr Return 16.3% | 1yr Return 8.9% | Total Assets $417M | 6M Money Flow -$26M | |
Expense Ratio 0.84% Expense Ratio 1.86% Expense Ratio 0.84% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.8% | 3yr Sharpe 0.04 | YTD Return 5.6% | 3yr Return 17.6% | 1yr Return 9.8% | Total Assets $59M | 6M Money Flow -$5M | |
Expense Ratio 0.83% Expense Ratio 1.08% | ||||||||
Expense Ratio 1.06% | TTM Yield 3.1% | 3yr Sharpe 0.65 | YTD Return 5.8% | 3yr Return 41.1% | 1yr Return 11.2% | Total Assets $11B | 6M Money Flow -$321M | |
Expense Ratio 1.00% | ||||||||
Expense Ratio 1.06% | TTM Yield 1.5% | 3yr Sharpe 0.56 | YTD Return 7.5% | 3yr Return 37.7% | 1yr Return 11.0% | Total Assets $2B | 6M Money Flow -$111M | |
Expense Ratio 0.81% Expense Ratio 1.06% Expense Ratio 1.81% Expense Ratio 1.31% Expense Ratio 0.78% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.3% | 3yr Sharpe 0.20 | YTD Return 4.1% | 3yr Return 21.5% | 1yr Return 8.6% | Total Assets $418M | 6M Money Flow -$35M | |
Expense Ratio 0.72% Expense Ratio 1.79% | ||||||||
Expense Ratio 1.04% | TTM Yield 2.3% | 3yr Sharpe 0.28 | YTD Return 4.6% | 3yr Return 25.2% | 1yr Return 9.5% | Total Assets $312M | 6M Money Flow -$20M | |
Expense Ratio 1.36% Expense Ratio 0.77% Expense Ratio 0.76% Expense Ratio 1.87% Expense Ratio 1.07% Expense Ratio 0.67% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe 0.28 | YTD Return 4.9% | 3yr Return 25.5% | 1yr Return 9.7% | Total Assets $193M | 6M Money Flow -$22M | |
Expense Ratio 1.79% Expense Ratio 0.72% | ||||||||
Expense Ratio 1.03% | TTM Yield 4.6% | 3yr Sharpe 0.44 | YTD Return 10.4% | 3yr Return 29.7% | 1yr Return 12.0% | Total Assets $399M | 6M Money Flow -$21M | |
Expense Ratio 1.77% Expense Ratio 0.85% | ||||||||
Expense Ratio 1.03% | TTM Yield 3.0% | 3yr Sharpe 0.15 | YTD Return 3.5% | 3yr Return 21.0% | 1yr Return 6.5% | Total Assets $21M | 6M Money Flow -$378K | |
Expense Ratio 0.78% Expense Ratio 1.78% | ||||||||
Expense Ratio 1.02% | TTM Yield 3.0% | 3yr Sharpe 0.20 | YTD Return 6.4% | 3yr Return 24.0% | 1yr Return 11.6% | Total Assets $1B | 6M Money Flow -$62M | |
Expense Ratio 0.77% Expense Ratio 1.28% Expense Ratio 2.03% Expense Ratio 0.68% Expense Ratio 1.27% | ||||||||