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 0.78% | TTM Yield 2.7% | 3yr Sharpe -0.48 | YTD Return 6.3% | 3yr Return -2.6% | 1yr Return 8.3% | Total Assets $408M | 6M Money Flow -$3M | |
Expense Ratio 1.03% | ||||||||
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 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 1.06% | 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 1.10% | 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 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 0.35% | 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 0.30% | 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 0.65% | 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 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 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 0.84% | TTM Yield 2.6% | 3yr Sharpe 0.17 | YTD Return 5.1% | 3yr Return 21.6% | 1yr Return 7.2% | Total Assets $3B | 6M Money Flow -$105M | |
Expense Ratio 0.83% | TTM Yield 2.1% | 3yr Sharpe 0.10 | YTD Return 4.8% | 3yr Return 18.7% | 1yr Return 6.6% | Total Assets $1B | 6M Money Flow -$40M | |
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 0.81% | TTM Yield 2.4% | 3yr Sharpe 0.29 | YTD Return 4.2% | 3yr Return 26.4% | 1yr Return 7.6% | Total Assets $561M | 6M Money Flow -$32M | |
Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 0.63% Expense Ratio 0.69% | ||||||||
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 0.97% | TTM Yield 4.5% | 3yr Sharpe -0.10 | YTD Return 8.4% | 3yr Return 13.7% | 1yr Return 9.7% | Total Assets $15M | 6M Money Flow -$905K | |
Expense Ratio 1.97% Expense Ratio 1.22% | ||||||||
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 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 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 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 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 1.21% | 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 1.13% | 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 1.65% | 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 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 1.01% | TTM Yield 2.5% | 3yr Sharpe 0.33 | YTD Return 5.2% | 3yr Return 26.1% | 1yr Return 7.9% | Total Assets $785M | 6M Money Flow -$60M | |
Expense Ratio 0.82% Expense Ratio 1.24% | ||||||||
Expense Ratio 0.89% | TTM Yield 3.6% | 3yr Sharpe 0.30 | YTD Return 6.8% | 3yr Return 27.0% | 1yr Return 9.9% | Total Assets $575M | 6M Money Flow -$35M | |
Expense Ratio 0.79% Expense Ratio 0.69% Expense Ratio 1.14% Expense Ratio 1.89% | ||||||||
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 0.47% | 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 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 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 0.81% | TTM Yield 2.9% | 3yr Sharpe -0.25 | YTD Return 8.5% | 3yr Return 5.4% | 1yr Return 9.3% | Total Assets $1B | 6M Money Flow $201M | |
Expense Ratio 0.81% Expense Ratio 1.16% Expense Ratio 1.81% Expense Ratio 1.31% | ||||||||
Expense Ratio 0.84% | TTM Yield 3.2% | 3yr Sharpe -0.33 | YTD Return 7.9% | 3yr Return 1.8% | 1yr Return 11.8% | Total Assets $5M | 6M Money Flow $589K | |
Expense Ratio 0.79% Expense Ratio 1.09% | ||||||||
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 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 1.17% | 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 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 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 1.03% | 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 1.11% | 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% | ||||||||