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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.
NameExpense RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
Expense Ratio
0.97%
TTM Yield
0.8%
3yr Sharpe
0.47
YTD Return
6.2%
3yr Return
38.9%
1yr Return
10.0%
Total Assets
$276M
6M Money Flow
-$21M
Global Moderate Allocation
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
Global Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.0%
3yr Sharpe
0.33
YTD Return
5.4%
3yr Return
27.3%
1yr Return
9.8%
Total Assets
$3B
6M Money Flow
-$141M
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
Expense Ratio
0.91%
TTM Yield
1.4%
3yr Sharpe
0.38
YTD Return
3.4%
3yr Return
34.4%
1yr Return
8.0%
Total Assets
$3B
6M Money Flow
-$241M
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
Expense Ratio
0.81%
TTM Yield
2.2%
3yr Sharpe
0.29
YTD Return
3.4%
3yr Return
26.5%
1yr Return
8.3%
Total Assets
$167M
6M Money Flow
$7M
Global Moderate Allocation
Expense Ratio
0.97%
TTM Yield
2.3%
3yr Sharpe
0.20
YTD Return
3.7%
3yr Return
23.3%
1yr Return
8.5%
Total Assets
$377M
6M Money Flow
-$23M
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
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
Global Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.4%
3yr Sharpe
0.21
YTD Return
4.2%
3yr Return
23.3%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$99M
Global Moderate Allocation
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