Global Moderately Aggressive Allocationor search across All Categories
Statistics as of Jun 06, 2025
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Found total of 45 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 0.93% | TTM Yield 5.6% | 3yr Sharpe 0.83 | YTD Return 16.9% | 3yr Return 51.7% | 1yr Return 23.2% | Total Assets $16B | 6M Money Flow -$153M | |
Expense Ratio 1.17% Expense Ratio 1.93% Expense Ratio 0.84% Expense Ratio 1.54% Expense Ratio 1.03% Expense Ratio 1.44% | ||||||||
Expense Ratio 2.77% | TTM Yield 8.9% | 3yr Sharpe 0.46 | YTD Return 9.8% | 3yr Return 43.6% | 1yr Return 19.7% | Total Assets $253M | 6M Money Flow -$26M | |
Expense Ratio 3.84% | TTM Yield 6.8% | 3yr Sharpe 0.52 | YTD Return 9.6% | 3yr Return 43.3% | 1yr Return 17.9% | Total Assets $55M | 6M Money Flow $3M | |
Expense Ratio 0.86% | TTM Yield 2.3% | 3yr Sharpe 0.55 | YTD Return 12.9% | 3yr Return 39.0% | 1yr Return 16.3% | Total Assets $61B | 6M Money Flow -$128M | |
Expense Ratio 1.10% Expense Ratio 0.79% Expense Ratio 1.86% | ||||||||
Expense Ratio 0.66% | TTM Yield 1.8% | 3yr Sharpe 0.50 | YTD Return 6.4% | 3yr Return 37.9% | 1yr Return 13.0% | Total Assets $19B | 6M Money Flow -$20M | |
Expense Ratio 0.44% Expense Ratio 0.69% Expense Ratio 1.40% Expense Ratio 0.34% Expense Ratio 0.34% Expense Ratio 0.98% Expense Ratio 0.44% Expense Ratio 0.70% Expense Ratio 1.40% Expense Ratio 0.67% Expense Ratio 1.44% Expense Ratio 0.93% Expense Ratio 0.47% Expense Ratio 0.39% Expense Ratio 1.42% Expense Ratio 1.14% Expense Ratio 0.57% Expense Ratio 0.37% Expense Ratio 0.39% Expense Ratio 0.76% | ||||||||
Expense Ratio 0.11% | TTM Yield 2.0% | 3yr Sharpe 0.42 | YTD Return 6.8% | 3yr Return 36.1% | 1yr Return 11.8% | Total Assets $9B | 6M Money Flow -$257M | |
Expense Ratio 0.14% | TTM Yield 2.3% | 3yr Sharpe 0.43 | YTD Return 6.4% | 3yr Return 34.9% | 1yr Return 11.8% | Total Assets $23B | 6M Money Flow -$547M | |
Expense Ratio 0.81% | TTM Yield 1.9% | 3yr Sharpe 0.38 | YTD Return 4.9% | 3yr Return 33.1% | 1yr Return 8.7% | Total Assets $307M | 6M Money Flow -$16M | |
Expense Ratio 0.78% Expense Ratio 0.53% Expense Ratio 0.63% Expense Ratio 0.68% | ||||||||
Expense Ratio 2.56% | TTM Yield 6.6% | 3yr Sharpe 0.24 | YTD Return 7.3% | 3yr Return 32.5% | 1yr Return 10.7% | Total Assets $466M | 6M Money Flow -$11M | |
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe 0.38 | YTD Return 7.5% | 3yr Return 32.2% | 1yr Return 4.8% | Total Assets $88M | 6M Money Flow -$16M | |
Expense Ratio 1.22% | ||||||||
Expense Ratio 0.64% | TTM Yield 1.8% | 3yr Sharpe 0.39 | YTD Return 5.6% | 3yr Return 31.8% | 1yr Return 9.3% | Total Assets $4B | 6M Money Flow -$88M | |
Expense Ratio 0.78% | ||||||||
Expense Ratio 1.06% | TTM Yield 1.6% | 3yr Sharpe 0.38 | YTD Return 5.3% | 3yr Return 31.8% | 1yr Return 11.3% | Total Assets $545M | 6M Money Flow -$28M | |
Expense Ratio 1.90% Expense Ratio 0.78% Expense Ratio 1.40% Expense Ratio 0.78% Expense Ratio 1.09% Expense Ratio 0.68% | ||||||||
Expense Ratio 0.50% | TTM Yield 2.2% | 3yr Sharpe 0.36 | YTD Return 5.1% | 3yr Return 31.7% | 1yr Return 10.4% | Total Assets $964M | 6M Money Flow -$49M | |
Expense Ratio 0.50% | TTM Yield 3.1% | 3yr Sharpe 0.35 | YTD Return 4.2% | 3yr Return 31.7% | 1yr Return 9.5% | Total Assets $890M | 6M Money Flow -$71M | |
Expense Ratio 0.90% Expense Ratio 0.84% Expense Ratio 1.14% Expense Ratio 0.61% | ||||||||
Expense Ratio 0.79% | TTM Yield 1.8% | 3yr Sharpe 0.36 | YTD Return 5.6% | 3yr Return 31.3% | 1yr Return 11.9% | Total Assets $682M | 6M Money Flow -$24M | |
Expense Ratio 0.44% Expense Ratio 1.04% Expense Ratio 0.59% Expense Ratio 1.29% Expense Ratio 1.79% Expense Ratio 0.59% | ||||||||
Expense Ratio 1.05% | TTM Yield 2.6% | 3yr Sharpe 0.37 | YTD Return 5.8% | 3yr Return 31.0% | 1yr Return 10.6% | Total Assets $1B | 6M Money Flow -$34M | |
Expense Ratio 0.79% | ||||||||
Expense Ratio 1.24% | TTM Yield 1.6% | 3yr Sharpe 0.32 | YTD Return 5.5% | 3yr Return 30.4% | 1yr Return 10.2% | Total Assets $592M | 6M Money Flow -$44M | |
Expense Ratio 1.99% Expense Ratio 0.99% Expense Ratio 1.44% Expense Ratio 0.94% | ||||||||
Expense Ratio 1.06% | TTM Yield 1.6% | 3yr Sharpe 0.31 | YTD Return 7.8% | 3yr Return 29.6% | 1yr Return 13.0% | Total Assets $100M | 6M Money Flow -$4M | |
Expense Ratio 1.31% Expense Ratio 1.81% | ||||||||
Expense Ratio 0.87% | TTM Yield 1.7% | 3yr Sharpe 0.30 | YTD Return 3.8% | 3yr Return 29.5% | 1yr Return 9.7% | Total Assets $144M | 6M Money Flow $10M | |
Expense Ratio 1.14% Expense Ratio 1.22% Expense Ratio 1.64% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.64% | TTM Yield 1.8% | 3yr Sharpe 0.32 | YTD Return 5.4% | 3yr Return 29.0% | 1yr Return 9.6% | Total Assets $7B | 6M Money Flow -$183M | |
Expense Ratio 0.56% Expense Ratio 0.93% Expense Ratio 1.18% Expense Ratio 0.67% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.93% | TTM Yield 2.2% | 3yr Sharpe 0.30 | YTD Return 4.7% | 3yr Return 28.7% | 1yr Return 9.9% | Total Assets $867M | 6M Money Flow -$51M | |
Expense Ratio 1.43% | ||||||||
Expense Ratio 0.26% | TTM Yield 2.3% | 3yr Sharpe 0.21 | YTD Return 16.2% | 3yr Return 28.3% | 1yr Return 10.2% | Total Assets $394M | 6M Money Flow $13M | |
Expense Ratio 0.68% | TTM Yield 1.9% | 3yr Sharpe 0.28 | YTD Return 5.2% | 3yr Return 28.3% | 1yr Return 10.6% | Total Assets $1B | 6M Money Flow -$36M | |
Expense Ratio 1.05% Expense Ratio 0.64% | ||||||||
Expense Ratio 1.02% | TTM Yield 2.2% | 3yr Sharpe 0.28 | YTD Return 4.9% | 3yr Return 28.1% | 1yr Return 9.3% | Total Assets $8B | 6M Money Flow -$594M | |
Expense Ratio 1.38% Expense Ratio 0.97% Expense Ratio 0.97% Expense Ratio 2.08% Expense Ratio 1.08% Expense Ratio 1.47% Expense Ratio 1.02% Expense Ratio 1.22% | ||||||||
Expense Ratio 0.59% | TTM Yield 3.1% | 3yr Sharpe 0.32 | YTD Return 9.9% | 3yr Return 28.0% | 1yr Return 15.8% | Total Assets $113B | 6M Money Flow -$3B | |
Expense Ratio 0.27% Expense Ratio 0.38% Expense Ratio 0.27% Expense Ratio 0.62% Expense Ratio 0.66% Expense Ratio 1.34% Expense Ratio 0.91% Expense Ratio 0.62% Expense Ratio 1.36% Expense Ratio 0.31% Expense Ratio 0.36% Expense Ratio 0.42% Expense Ratio 0.85% Expense Ratio 1.36% Expense Ratio 1.37% Expense Ratio 1.07% Expense Ratio 0.32% Expense Ratio 0.71% | ||||||||
Expense Ratio 0.76% | TTM Yield 2.1% | 3yr Sharpe 0.26 | YTD Return 6.9% | 3yr Return 27.5% | 1yr Return 10.8% | Total Assets $234M | 6M Money Flow -$10M | |
Expense Ratio 0.91% Expense Ratio 0.99% Expense Ratio 1.75% Expense Ratio 1.16% | ||||||||
Expense Ratio 1.03% | TTM Yield 1.7% | 3yr Sharpe 0.27 | YTD Return 6.0% | 3yr Return 27.3% | 1yr Return 8.3% | Total Assets $400M | 6M Money Flow -$12M | |
Expense Ratio 0.95% | TTM Yield 2.0% | 3yr Sharpe 0.26 | YTD Return 6.1% | 3yr Return 26.9% | 1yr Return 9.8% | Total Assets $7B | 6M Money Flow -$348M | |
Expense Ratio 0.62% Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.70% Expense Ratio 0.95% | ||||||||
Expense Ratio 0.92% | TTM Yield 1.6% | 3yr Sharpe 0.23 | YTD Return 4.0% | 3yr Return 26.1% | 1yr Return 7.4% | Total Assets $115M | 6M Money Flow $880K | |
Expense Ratio 0.42% | TTM Yield 2.9% | 3yr Sharpe 0.24 | YTD Return 5.0% | 3yr Return 25.0% | 1yr Return 8.1% | Total Assets $1B | 6M Money Flow $96M | |
Expense Ratio 0.07% | ||||||||
Expense Ratio 0.96% | TTM Yield 2.4% | 3yr Sharpe 0.20 | YTD Return 5.2% | 3yr Return 24.3% | 1yr Return 9.6% | Total Assets $987M | 6M Money Flow -$36M | |
Expense Ratio 1.21% Expense Ratio 1.71% Expense Ratio 0.86% Expense Ratio 0.71% Expense Ratio 0.60% | ||||||||
Expense Ratio 0.89% | TTM Yield 2.4% | 3yr Sharpe 0.20 | YTD Return 2.8% | 3yr Return 24.2% | 1yr Return 7.1% | Total Assets $821M | 6M Money Flow -$37M | |
Expense Ratio 1.10% Expense Ratio 0.64% Expense Ratio 1.85% Expense Ratio 1.15% | ||||||||
Expense Ratio 0.98% | TTM Yield 2.1% | 3yr Sharpe 0.19 | YTD Return 5.3% | 3yr Return 24.1% | 1yr Return 9.7% | Total Assets $2B | 6M Money Flow -$103M | |
Expense Ratio 1.24% Expense Ratio 1.74% Expense Ratio 0.74% Expense Ratio 0.67% | ||||||||
Expense Ratio 0.77% | TTM Yield 4.8% | 3yr Sharpe 0.07 | YTD Return 7.3% | 3yr Return 19.4% | 1yr Return 10.3% | Total Assets $3B | 6M Money Flow -$157M | |
Expense Ratio 1.02% Expense Ratio 0.72% Expense Ratio 1.76% Expense Ratio 1.27% | ||||||||
Expense Ratio 1.02% | TTM Yield 5.2% | 3yr Sharpe 0.04 | YTD Return 8.7% | 3yr Return 18.7% | 1yr Return 11.4% | Total Assets $54M | 6M Money Flow -$10M | |
Expense Ratio 1.21% | ||||||||
Expense Ratio 0.78% | TTM Yield 1.3% | 3yr Sharpe 0.05 | YTD Return 9.7% | 3yr Return 18.4% | 1yr Return 5.3% | Total Assets $55M | 6M Money Flow -$5M | |
Expense Ratio 1.17% | TTM Yield 2.1% | 3yr Sharpe 0.01 | YTD Return 14.8% | 3yr Return 16.2% | 1yr Return 8.9% | Total Assets $75M | 6M Money Flow -$58M | |
Expense Ratio 1.42% Expense Ratio 2.17% | ||||||||
Expense Ratio 1.32% | TTM Yield 3.4% | 3yr Sharpe -0.03 | YTD Return 7.9% | 3yr Return 12.2% | 1yr Return 13.7% | Total Assets $21M | 6M Money Flow $462K | |
Expense Ratio 1.07% Expense Ratio 1.02% Expense Ratio 2.07% | ||||||||
Expense Ratio 0.90% | TTM Yield 2.7% | 3yr Sharpe -0.28 | YTD Return 6.9% | 3yr Return 2.8% | 1yr Return 9.9% | Total Assets $4B | 6M Money Flow -$132M | |
Expense Ratio 0.90% Expense Ratio 1.07% Expense Ratio 1.22% Expense Ratio 1.97% Expense Ratio 1.47% | ||||||||
Expense Ratio 0.24% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 1.0% | 3yr Return - | 1yr Return - | Total Assets $412M | 6M Money Flow - | |
Expense Ratio 0.86% | TTM Yield 1.8% | 3yr Sharpe - | YTD Return 6.9% | 3yr Return - | 1yr Return 9.9% | Total Assets $87M | 6M Money Flow $2M | |
Expense Ratio 0.35% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.4% | 3yr Return - | 1yr Return - | Total Assets $29M | 6M Money Flow - | |