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 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 1.59% | 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 0.96% | TTM Yield 2.7% | 3yr Sharpe 0.39 | YTD Return 13.7% | 3yr Return 28.6% | 1yr Return 15.6% | Total Assets $2B | 6M Money Flow $14M | |
Expense Ratio 1.17% Expense Ratio 0.89% Expense Ratio 1.94% | ||||||||
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 0.66% | 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 1.26% | 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 1.03% | 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 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 1.32% | 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 0.75% | 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 0.81% | 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 0.58% | 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 0.97% | 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 1.17% | 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 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 0.84% | 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 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 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 1.09% | 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 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 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 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 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 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 0.68% | 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 | |
Expense Ratio 1.01% Expense Ratio 0.74% Expense Ratio 1.84% | ||||||||
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 0.47% | 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 1.11% | 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 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 0.37% | 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 0.89% | 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 0.35% | 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 0.65% | 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 0.60% | TTM Yield 2.9% | 3yr Sharpe 0.36 | YTD Return 6.5% | 3yr Return 28.4% | 1yr Return 12.5% | Total Assets $2B | 6M Money Flow -$6M | |
Expense Ratio 0.42% Expense Ratio 1.34% Expense Ratio 0.32% Expense Ratio 0.69% Expense Ratio 0.32% Expense Ratio 0.90% Expense Ratio 0.60% Expense Ratio 1.17% Expense Ratio 0.44% Expense Ratio 1.11% Expense Ratio 0.40% Expense Ratio 1.32% | ||||||||
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 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% | ||||||||
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 1.69% | 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 1.13% | 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 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 | |
Expense Ratio 1.22% Expense Ratio 1.97% | ||||||||
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 0.85% | 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% | ||||||||