Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Large Valueor search across All Categories

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 443 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Value
Expense Ratio
1.05%
TTM Yield
2.2%
3yr Sharpe
0.16
YTD Return
2.9%
3yr Return
20.5%
1yr Return
10.5%
Total Assets
$124M
6M Money Flow
-$9M
Large Value
Expense Ratio
0.47%
TTM Yield
1.6%
3yr Sharpe
0.32
YTD Return
2.7%
3yr Return
29.0%
1yr Return
13.4%
Total Assets
$103M
6M Money Flow
$50M
Large Value
Expense Ratio
1.25%
TTM Yield
1.9%
3yr Sharpe
-0.05
YTD Return
2.0%
3yr Return
11.5%
1yr Return
-4.2%
Total Assets
$3B
6M Money Flow
-$747M
Large Value
Expense Ratio
0.71%
TTM Yield
2.0%
3yr Sharpe
0.04
YTD Return
2.2%
3yr Return
15.4%
1yr Return
0.1%
Total Assets
$7B
6M Money Flow
-$1B
Large Value
Expense Ratio
0.09%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.3%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-
Large Value
Expense Ratio
0.25%
TTM Yield
1.8%
3yr Sharpe
0.15
YTD Return
7.5%
3yr Return
19.1%
1yr Return
16.6%
Total Assets
$46M
6M Money Flow
$3M
Large Value
Expense Ratio
0.45%
TTM Yield
1.5%
3yr Sharpe
0.11
YTD Return
1.7%
3yr Return
19.0%
1yr Return
6.6%
Total Assets
$20M
6M Money Flow
-$3M
Large Value
Expense Ratio
2.23%
TTM Yield
0.0%
3yr Sharpe
-0.18
YTD Return
-1.2%
3yr Return
1.9%
1yr Return
10.4%
Total Assets
$23M
6M Money Flow
-$734K
Large Value
Expense Ratio
1.00%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
1.6%
3yr Return
22.4%
1yr Return
6.4%
Total Assets
$161M
6M Money Flow
-$10M
Large Value
Expense Ratio
0.82%
TTM Yield
1.1%
3yr Sharpe
0.16
YTD Return
3.7%
3yr Return
21.8%
1yr Return
9.5%
Total Assets
$239M
6M Money Flow
-$10M
Large Value
Expense Ratio
0.62%
TTM Yield
1.4%
3yr Sharpe
0.02
YTD Return
0.4%
3yr Return
14.2%
1yr Return
4.3%
Total Assets
$183M
6M Money Flow
-$31M
Large Value
Expense Ratio
1.59%
TTM Yield
0.4%
3yr Sharpe
-0.04
YTD Return
0.4%
3yr Return
11.7%
1yr Return
3.6%
Total Assets
$43M
6M Money Flow
-$2M
Large Value
Expense Ratio
0.50%
TTM Yield
2.7%
3yr Sharpe
0.16
YTD Return
2.2%
3yr Return
20.7%
1yr Return
10.0%
Total Assets
$78M
6M Money Flow
-$4M
Large Value
Expense Ratio
0.99%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
2.9%
Total Assets
$3M
6M Money Flow
-$6M
Large Value
Expense Ratio
0.06%
TTM Yield
2.9%
3yr Sharpe
0.27
YTD Return
2.1%
3yr Return
25.9%
1yr Return
11.0%
Total Assets
$59B
6M Money Flow
-$66M
Large Value
Expense Ratio
0.81%
TTM Yield
1.6%
3yr Sharpe
0.32
YTD Return
1.9%
3yr Return
30.6%
1yr Return
11.9%
Total Assets
$1B
6M Money Flow
-$26M
Large Value
Expense Ratio
0.26%
TTM Yield
2.3%
3yr Sharpe
0.18
YTD Return
0.8%
3yr Return
23.5%
1yr Return
6.0%
Total Assets
$24B
6M Money Flow
-$1B
Large Value
Expense Ratio
0.23%
TTM Yield
1.8%
3yr Sharpe
0.24
YTD Return
0.0%
3yr Return
25.4%
1yr Return
6.0%
Total Assets
$61B
6M Money Flow
-$3B
Large Value
Expense Ratio
0.05%
TTM Yield
2.3%
3yr Sharpe
0.27
YTD Return
3.0%
3yr Return
26.0%
1yr Return
10.1%
Total Assets
$195B
6M Money Flow
$6B
Large Value
Expense Ratio
0.04%
TTM Yield
2.3%
3yr Sharpe
0.27
YTD Return
3.0%
3yr Return
26.0%
1yr Return
10.0%
Total Assets
$134B
6M Money Flow
$6B
Large Value
Expense Ratio
0.05%
TTM Yield
2.2%
3yr Sharpe
0.33
YTD Return
0.7%
3yr Return
30.2%
1yr Return
5.9%
Total Assets
$6B
6M Money Flow
$207M
Large Value
Expense Ratio
0.35%
TTM Yield
1.3%
3yr Sharpe
0.23
YTD Return
1.8%
3yr Return
23.4%
1yr Return
10.0%
Total Assets
$112M
6M Money Flow
-$18M
Large Value
Expense Ratio
0.35%
TTM Yield
2.3%
3yr Sharpe
0.11
YTD Return
2.1%
3yr Return
18.3%
1yr Return
6.6%
Total Assets
$246M
6M Money Flow
-$17M
Large Value
Expense Ratio
0.06%
TTM Yield
2.0%
3yr Sharpe
0.15
YTD Return
2.7%
3yr Return
21.3%
1yr Return
9.0%
Total Assets
$11B
6M Money Flow
$2B
Large Value
Expense Ratio
0.07%
TTM Yield
2.1%
3yr Sharpe
0.33
YTD Return
0.6%
3yr Return
30.1%
1yr Return
5.8%
Total Assets
$5B
6M Money Flow
$203M
Large Value
Expense Ratio
0.07%
TTM Yield
2.0%
3yr Sharpe
0.15
YTD Return
2.8%
3yr Return
21.3%
1yr Return
9.0%
Total Assets
$11B
6M Money Flow
$2B
Large Value
Expense Ratio
0.06%
TTM Yield
2.2%
3yr Sharpe
0.35
YTD Return
4.0%
3yr Return
29.3%
1yr Return
11.6%
Total Assets
$9B
6M Money Flow
$234M
Large Value
Expense Ratio
0.29%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
5.5%
Total Assets
$48M
6M Money Flow
$44M
Large Value
Expense Ratio
0.15%
TTM Yield
2.7%
3yr Sharpe
-0.04
YTD Return
2.2%
3yr Return
11.9%
1yr Return
3.2%
Total Assets
$7B
6M Money Flow
-$326M
Large Value
Expense Ratio
0.12%
TTM Yield
2.1%
3yr Sharpe
0.25
YTD Return
1.2%
3yr Return
27.3%
1yr Return
9.2%
Total Assets
$424M
6M Money Flow
$31M
Large Value
Expense Ratio
0.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.4%
3yr Return
-
1yr Return
-
Total Assets
$2M
6M Money Flow
$389.33
Large Value
Expense Ratio
0.08%
TTM Yield
2.8%
3yr Sharpe
0.28
YTD Return
2.1%
3yr Return
26.8%
1yr Return
11.0%
Total Assets
$76B
6M Money Flow
$62M
Large Value
Expense Ratio
0.69%
TTM Yield
1.3%
3yr Sharpe
0.26
YTD Return
2.5%
3yr Return
26.0%
1yr Return
9.8%
Total Assets
$6B
6M Money Flow
$23M
Large Value
Expense Ratio
0.39%
TTM Yield
1.2%
3yr Sharpe
-
YTD Return
1.9%
3yr Return
-
1yr Return
9.8%
Total Assets
$3B
6M Money Flow
$2B
Large Value
Expense Ratio
0.18%
TTM Yield
2.9%
3yr Sharpe
0.28
YTD Return
3.2%
3yr Return
26.0%
1yr Return
11.1%
Total Assets
$60B
6M Money Flow
-$2B
Large Value
Expense Ratio
0.68%
TTM Yield
2.3%
3yr Sharpe
0.21
YTD Return
3.8%
3yr Return
22.9%
1yr Return
9.6%
Total Assets
$687M
6M Money Flow
-$120M
Large Value
Expense Ratio
0.65%
TTM Yield
1.8%
3yr Sharpe
0.27
YTD Return
3.0%
3yr Return
26.8%
1yr Return
10.4%
Total Assets
$448M
6M Money Flow
-$29M
Large Value
Expense Ratio
0.29%
TTM Yield
1.6%
3yr Sharpe
0.22
YTD Return
0.5%
3yr Return
24.4%
1yr Return
7.9%
Total Assets
$241M
6M Money Flow
$3M
Large Value
Expense Ratio
1.24%
TTM Yield
1.5%
3yr Sharpe
-0.03
YTD Return
-2.1%
3yr Return
12.9%
1yr Return
2.7%
Total Assets
$63M
6M Money Flow
-$5M
Large Value
Expense Ratio
0.94%
TTM Yield
1.4%
3yr Sharpe
0.27
YTD Return
2.0%
3yr Return
26.3%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
-$61M
Large Value
Expense Ratio
1.15%
TTM Yield
0.2%
3yr Sharpe
-0.07
YTD Return
-4.1%
3yr Return
10.7%
1yr Return
-4.3%
Total Assets
$74M
6M Money Flow
-$824K
Large Value
Expense Ratio
0.75%
TTM Yield
2.2%
3yr Sharpe
0.26
YTD Return
2.7%
3yr Return
25.8%
1yr Return
6.1%
Total Assets
$3B
6M Money Flow
-$207M