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 0.85% | TTM Yield 2.1% | 3yr Sharpe -0.35 | YTD Return 6.1% | 3yr Return 0.6% | 1yr Return 6.3% | Total Assets $2B | 6M Money Flow -$372M | |
Expense Ratio 0.80% Expense Ratio 1.22% Expense Ratio 1.37% | ||||||||
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 0.50% | 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 0.81% | 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 0.91% | TTM Yield 1.8% | 3yr Sharpe -0.25 | YTD Return 7.5% | 3yr Return 5.7% | 1yr Return 6.2% | Total Assets $109M | 6M Money Flow -$12M | |
Expense Ratio 1.16% Expense Ratio 0.81% Expense Ratio 1.41% Expense Ratio 1.91% | ||||||||
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 1.71% | 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 1.26% | 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 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 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 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 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 1.22% | 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 1.69% | 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 0.37% | 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 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 1.95% | 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 1.32% | 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 1.12% | 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 1.09% | 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 1.21% | 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 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 0.50% | 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 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 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 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 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 0.83% | 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 0.91% | TTM Yield 2.0% | 3yr Sharpe 0.11 | YTD Return 3.6% | 3yr Return 19.6% | 1yr Return 5.5% | Total Assets $97M | 6M Money Flow $944K | |
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 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 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 0.86% | TTM Yield 3.4% | 3yr Sharpe 0.13 | YTD Return 4.3% | 3yr Return 20.5% | 1yr Return 8.2% | Total Assets $2B | 6M Money Flow -$83M | |
Expense Ratio 1.12% Expense Ratio 1.62% Expense Ratio 0.62% Expense Ratio 0.77% Expense Ratio 0.55% | ||||||||
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 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% | ||||||||
Expense Ratio 0.88% | TTM Yield 2.9% | 3yr Sharpe 0.14 | YTD Return 5.6% | 3yr Return 21.1% | 1yr Return 9.5% | Total Assets $189M | 6M Money Flow -$8M | |
Expense Ratio 0.95% Expense Ratio 0.73% Expense Ratio 1.74% Expense Ratio 1.13% | ||||||||
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 0.86% | TTM Yield 3.5% | 3yr Sharpe 0.15 | YTD Return 2.7% | 3yr Return 20.9% | 1yr Return 6.7% | Total Assets $769M | 6M Money Flow -$48M | |
Expense Ratio 1.06% Expense Ratio 1.12% Expense Ratio 1.81% Expense Ratio 0.61% | ||||||||
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 0.84% | 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 0.90% | TTM Yield 2.5% | 3yr Sharpe 0.17 | YTD Return 5.2% | 3yr Return 21.7% | 1yr Return 8.6% | Total Assets $6B | 6M Money Flow -$448M | |
Expense Ratio 0.65% Expense Ratio 0.57% Expense Ratio 1.65% Expense Ratio 0.65% Expense Ratio 0.90% | ||||||||