Global Moderately Conservative Allocationor search across All Categories
Statistics as of Jun 06, 2025
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Found total of 64 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 4.05% | TTM Yield 6.5% | 3yr Sharpe 0.43 | YTD Return 6.0% | 3yr Return 31.4% | 1yr Return 10.1% | Total Assets $37M | 6M Money Flow -$9M | |
Expense Ratio 4.31% | ||||||||
Expense Ratio 1.08% | TTM Yield 2.0% | 3yr Sharpe 0.31 | YTD Return 4.7% | 3yr Return 25.8% | 1yr Return 8.9% | Total Assets $1B | 6M Money Flow $111M | |
Expense Ratio 0.95% Expense Ratio 0.75% Expense Ratio 1.89% Expense Ratio 0.72% | ||||||||
Expense Ratio 3.67% | TTM Yield 7.3% | 3yr Sharpe 0.25 | YTD Return 4.8% | 3yr Return 26.9% | 1yr Return 12.2% | Total Assets $45M | 6M Money Flow $4M | |
Expense Ratio 0.56% | TTM Yield 3.6% | 3yr Sharpe 0.24 | YTD Return 3.9% | 3yr Return 21.4% | 1yr Return 7.4% | Total Assets $2B | 6M Money Flow -$86M | |
Expense Ratio 0.67% | ||||||||
Expense Ratio 0.57% | TTM Yield 6.0% | 3yr Sharpe 0.22 | YTD Return 4.7% | 3yr Return 20.8% | 1yr Return 8.8% | Total Assets $10B | 6M Money Flow -$742M | |
Expense Ratio 0.82% Expense Ratio 0.52% Expense Ratio 1.57% | ||||||||
Expense Ratio 0.74% | TTM Yield 5.4% | 3yr Sharpe 0.21 | YTD Return 6.9% | 3yr Return 21.3% | 1yr Return 9.3% | Total Assets $143M | 6M Money Flow -$56M | |
Expense Ratio 0.76% | TTM Yield 3.0% | 3yr Sharpe 0.20 | YTD Return 3.5% | 3yr Return 20.9% | 1yr Return 6.7% | Total Assets $310M | 6M Money Flow -$12M | |
Expense Ratio 0.49% Expense Ratio 0.74% Expense Ratio 0.59% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.92% | TTM Yield 4.1% | 3yr Sharpe 0.20 | YTD Return 4.9% | 3yr Return 23.3% | 1yr Return 7.8% | Total Assets $580M | 6M Money Flow -$41M | |
Expense Ratio 0.73% Expense Ratio 0.69% Expense Ratio 0.58% Expense Ratio 1.76% | ||||||||
Expense Ratio 0.94% | TTM Yield 5.5% | 3yr Sharpe 0.20 | YTD Return 4.2% | 3yr Return 20.8% | 1yr Return 9.7% | Total Assets $110M | 6M Money Flow -$7M | |
Expense Ratio 0.69% Expense Ratio 0.58% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.98% | TTM Yield 3.5% | 3yr Sharpe 0.20 | YTD Return 4.3% | 3yr Return 21.4% | 1yr Return 8.2% | Total Assets $1B | 6M Money Flow -$42M | |
Expense Ratio 0.73% | ||||||||
Expense Ratio 0.10% | TTM Yield 3.0% | 3yr Sharpe 0.19 | YTD Return 4.2% | 3yr Return 20.7% | 1yr Return 7.9% | Total Assets $775M | 6M Money Flow $56M | |
Expense Ratio 0.35% Expense Ratio 0.25% Expense Ratio 0.20% | ||||||||
Expense Ratio 0.15% | TTM Yield 3.1% | 3yr Sharpe 0.18 | YTD Return 4.1% | 3yr Return 20.8% | 1yr Return 8.0% | Total Assets $1B | 6M Money Flow -$17K | |
Expense Ratio 0.34% | TTM Yield 3.3% | 3yr Sharpe 0.17 | YTD Return 3.8% | 3yr Return 19.5% | 1yr Return 7.4% | Total Assets $2B | 6M Money Flow -$80M | |
Expense Ratio 0.49% Expense Ratio 0.99% Expense Ratio 0.74% | ||||||||
Expense Ratio 0.12% | TTM Yield 3.2% | 3yr Sharpe 0.17 | YTD Return 4.3% | 3yr Return 20.3% | 1yr Return 8.2% | Total Assets $10B | 6M Money Flow -$326M | |
Expense Ratio 0.31% | TTM Yield 3.7% | 3yr Sharpe 0.16 | YTD Return 6.2% | 3yr Return 20.0% | 1yr Return 8.9% | Total Assets $603M | 6M Money Flow $41M | |
Expense Ratio 0.44% | ||||||||
Expense Ratio 0.37% | TTM Yield 3.2% | 3yr Sharpe 0.15 | YTD Return 3.6% | 3yr Return 19.1% | 1yr Return 6.9% | Total Assets $394M | 6M Money Flow -$26M | |
Expense Ratio 0.62% Expense Ratio 0.62% Expense Ratio 0.52% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.49% | TTM Yield 3.8% | 3yr Sharpe 0.15 | YTD Return 3.8% | 3yr Return 19.1% | 1yr Return 7.1% | Total Assets $193M | 6M Money Flow -$36M | |
Expense Ratio 0.34% Expense Ratio 0.74% Expense Ratio 0.99% | ||||||||
Expense Ratio 4.14% | TTM Yield 12.2% | 3yr Sharpe 0.15 | YTD Return 13.7% | 3yr Return 24.3% | 1yr Return 22.9% | Total Assets $369M | 6M Money Flow -$14M | |
Expense Ratio 0.51% | TTM Yield 2.7% | 3yr Sharpe 0.14 | YTD Return 3.9% | 3yr Return 19.6% | 1yr Return 7.2% | Total Assets $2B | 6M Money Flow -$74M | |
Expense Ratio 0.48% Expense Ratio 0.78% Expense Ratio 0.53% Expense Ratio 1.53% Expense Ratio 1.03% | ||||||||
Expense Ratio 0.62% | TTM Yield 4.5% | 3yr Sharpe 0.14 | YTD Return 2.9% | 3yr Return 19.3% | 1yr Return 6.9% | Total Assets $556M | 6M Money Flow -$3M | |
Expense Ratio 0.98% Expense Ratio 0.61% Expense Ratio 1.23% Expense Ratio 1.73% Expense Ratio 0.73% Expense Ratio 0.61% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.40% | TTM Yield 2.0% | 3yr Sharpe 0.13 | YTD Return 5.4% | 3yr Return 20.9% | 1yr Return 8.8% | Total Assets $139M | 6M Money Flow -$9M | |
Expense Ratio 0.70% Expense Ratio 0.47% Expense Ratio 1.45% | ||||||||
Expense Ratio 0.98% | TTM Yield 3.3% | 3yr Sharpe 0.13 | YTD Return 4.8% | 3yr Return 18.1% | 1yr Return 7.6% | Total Assets $77M | 6M Money Flow -$9M | |
Expense Ratio 1.23% Expense Ratio 1.73% | ||||||||
Expense Ratio 0.52% | TTM Yield 3.6% | 3yr Sharpe 0.12 | YTD Return 2.9% | 3yr Return 18.7% | 1yr Return 6.5% | Total Assets $219M | 6M Money Flow -$33M | |
Expense Ratio 0.91% Expense Ratio 0.83% Expense Ratio 1.16% Expense Ratio 0.60% | ||||||||
Expense Ratio 0.91% | TTM Yield 3.5% | 3yr Sharpe 0.11 | YTD Return 3.6% | 3yr Return 18.5% | 1yr Return 7.0% | Total Assets $2B | 6M Money Flow -$140M | |
Expense Ratio 1.27% Expense Ratio 0.86% Expense Ratio 0.86% Expense Ratio 1.97% Expense Ratio 0.97% Expense Ratio 0.92% Expense Ratio 1.36% Expense Ratio 1.11% | ||||||||
Expense Ratio 1.05% | TTM Yield 5.8% | 3yr Sharpe 0.11 | YTD Return 3.5% | 3yr Return 17.9% | 1yr Return 6.0% | Total Assets $554M | 6M Money Flow -$43M | |
Expense Ratio 0.66% Expense Ratio 0.75% Expense Ratio 1.79% Expense Ratio 0.76% Expense Ratio 1.37% Expense Ratio 1.07% Expense Ratio 0.66% Expense Ratio 0.77% | ||||||||
Expense Ratio 0.73% | TTM Yield 3.1% | 3yr Sharpe 0.11 | YTD Return 3.7% | 3yr Return 18.9% | 1yr Return 7.8% | Total Assets $442M | 6M Money Flow $3M | |
Expense Ratio 1.10% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.83% | TTM Yield 2.4% | 3yr Sharpe 0.11 | YTD Return 3.8% | 3yr Return 18.3% | 1yr Return 8.2% | Total Assets $282M | 6M Money Flow -$6M | |
Expense Ratio 1.08% Expense Ratio 0.48% Expense Ratio 0.63% Expense Ratio 1.33% Expense Ratio 1.83% Expense Ratio 0.63% | ||||||||
Expense Ratio 0.18% | TTM Yield 2.9% | 3yr Sharpe 0.10 | YTD Return 3.7% | 3yr Return 18.6% | 1yr Return 7.4% | Total Assets $7M | 6M Money Flow -$93K | |
Expense Ratio 1.01% | TTM Yield 2.4% | 3yr Sharpe 0.09 | YTD Return 3.4% | 3yr Return 17.5% | 1yr Return 7.4% | Total Assets $143M | 6M Money Flow -$12M | |
Expense Ratio 0.74% Expense Ratio 1.80% Expense Ratio 1.35% Expense Ratio 0.75% Expense Ratio 1.05% Expense Ratio 0.64% | ||||||||
Expense Ratio 0.75% | TTM Yield 2.9% | 3yr Sharpe 0.09 | YTD Return 8.9% | 3yr Return 18.0% | 1yr Return 7.5% | Total Assets $11M | 6M Money Flow $1M | |
Expense Ratio 0.81% | TTM Yield 2.8% | 3yr Sharpe 0.08 | YTD Return 3.4% | 3yr Return 17.3% | 1yr Return 7.0% | Total Assets $1B | 6M Money Flow -$56M | |
Expense Ratio 1.31% | ||||||||
Expense Ratio 0.37% | TTM Yield 2.9% | 3yr Sharpe 0.07 | YTD Return 3.7% | 3yr Return 17.2% | 1yr Return 6.5% | Total Assets $927M | 6M Money Flow $131M | |
Expense Ratio 0.02% Expense Ratio 0.62% | ||||||||
Expense Ratio 0.83% | TTM Yield 3.1% | 3yr Sharpe 0.06 | YTD Return 3.8% | 3yr Return 16.8% | 1yr Return 6.8% | Total Assets $4B | 6M Money Flow -$190M | |
Expense Ratio 0.58% Expense Ratio 0.58% Expense Ratio 1.58% Expense Ratio 0.52% Expense Ratio 0.83% | ||||||||
Expense Ratio 1.10% | TTM Yield 2.7% | 3yr Sharpe 0.06 | YTD Return 5.3% | 3yr Return 17.3% | 1yr Return 8.6% | Total Assets $36M | 6M Money Flow -$5M | |
Expense Ratio 1.35% | ||||||||
Expense Ratio 3.02% | TTM Yield 2.3% | 3yr Sharpe 0.06 | YTD Return 4.5% | 3yr Return 17.0% | 1yr Return 6.6% | Total Assets $103M | 6M Money Flow -$3M | |
Expense Ratio 0.94% | TTM Yield 2.5% | 3yr Sharpe 0.06 | YTD Return 2.6% | 3yr Return 16.9% | 1yr Return 6.4% | Total Assets $51M | 6M Money Flow $530K | |
Expense Ratio 1.19% Expense Ratio 1.29% Expense Ratio 1.69% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.75% | TTM Yield 5.5% | 3yr Sharpe 0.05 | YTD Return 5.2% | 3yr Return 17.1% | 1yr Return 7.8% | Total Assets $286M | 6M Money Flow -$27M | |
Expense Ratio 0.55% Expense Ratio 0.65% Expense Ratio 1.75% Expense Ratio 1.00% | ||||||||
Expense Ratio 0.51% | TTM Yield 3.0% | 3yr Sharpe 0.05 | YTD Return 3.4% | 3yr Return 16.5% | 1yr Return 6.4% | Total Assets $2B | 6M Money Flow -$65M | |
Expense Ratio 0.48% Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 1.04% Expense Ratio 1.54% | ||||||||
Expense Ratio 0.39% | TTM Yield 2.9% | 3yr Sharpe 0.05 | YTD Return 4.4% | 3yr Return 16.9% | 1yr Return 8.1% | Total Assets $63M | 6M Money Flow $452K | |
Expense Ratio 0.49% | ||||||||
Expense Ratio 1.02% | TTM Yield 3.4% | 3yr Sharpe 0.04 | YTD Return 3.6% | 3yr Return 16.9% | 1yr Return 6.9% | Total Assets $123M | 6M Money Flow -$11M | |
Expense Ratio 1.77% Expense Ratio 0.85% Expense Ratio 1.27% Expense Ratio 0.77% | ||||||||
Expense Ratio 0.86% | TTM Yield 4.1% | 3yr Sharpe 0.04 | YTD Return 2.1% | 3yr Return 16.2% | 1yr Return 5.6% | Total Assets $363M | 6M Money Flow -$21M | |
Expense Ratio 1.04% Expense Ratio 1.79% Expense Ratio 0.61% Expense Ratio 1.09% | ||||||||
Expense Ratio 0.75% | TTM Yield 5.7% | 3yr Sharpe 0.03 | YTD Return 4.4% | 3yr Return 16.4% | 1yr Return 8.0% | Total Assets $8B | 6M Money Flow -$561M | |
Expense Ratio 0.60% Expense Ratio 1.25% Expense Ratio 0.52% | ||||||||