Global Moderate Allocationor search across All Categories
Statistics as of Jun 06, 2025
Search , , ,
in
Found total of 109 distinct funds
Download top 1000 CSV
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 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 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 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 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 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 0.95% | TTM Yield 8.5% | 3yr Sharpe 0.33 | YTD Return 5.5% | 3yr Return 26.3% | 1yr Return 13.2% | Total Assets $233M | 6M Money Flow -$16M | |
Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.70% | ||||||||
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 0.68% | 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 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 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 0.00% | 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 0.66% | 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 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 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 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 0.77% | 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 0.01% | 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 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 1.03% | 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 1.20% | 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 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 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 1.12% | 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 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 0.37% | 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 0.65% | 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 0.58% | 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 0.47% | 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 0.89% | 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 0.86% | 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 0.86% | 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 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 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 1.26% | 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 0.84% | 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 0.35% | 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 0.71% | 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 1.06% | 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 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 0.50% | 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 0.39% | 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 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% | ||||||||