Mid-Cap Valueor search across All Categories
Statistics as of May 27, 2025
Search , , ,
in
Found total of 169 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 0.00% | TTM Yield 2.3% | 3yr Sharpe -0.35 | YTD Return 0.0% | 3yr Return -3.3% | 1yr Return 4.4% | Total Assets $27M | 6M Money Flow -$37M | |
Expense Ratio 0.00% | TTM Yield 0.5% | 3yr Sharpe -0.26 | YTD Return -9.1% | 3yr Return -1.5% | 1yr Return -3.1% | Total Assets $993M | 6M Money Flow -$60M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 6.2% | 3yr Sharpe -0.12 | YTD Return -0.7% | 3yr Return 0.7% | 1yr Return 7.9% | Total Assets $635M | 6M Money Flow -$6M | |
Expense Ratio 0.00% | TTM Yield 5.9% | 3yr Sharpe -0.22 | YTD Return -0.3% | 3yr Return 1.0% | 1yr Return -1.1% | Total Assets $245M | 6M Money Flow - | |
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.17 | YTD Return -3.1% | 3yr Return 1.1% | 1yr Return -1.3% | Total Assets $30M | 6M Money Flow $440K | |
Expense Ratio 0.00% | TTM Yield 0.5% | 3yr Sharpe -0.20 | YTD Return -8.2% | 3yr Return 2.7% | 1yr Return -1.4% | Total Assets $820M | 6M Money Flow -$88M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe -0.19 | YTD Return -4.9% | 3yr Return 3.4% | 1yr Return 3.2% | Total Assets $61M | 6M Money Flow -$3M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe -0.27 | YTD Return -0.8% | 3yr Return 3.9% | 1yr Return -1.7% | Total Assets $87M | 6M Money Flow -$36M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.11 | YTD Return -3.4% | 3yr Return 4.1% | 1yr Return 6.8% | Total Assets $1B | 6M Money Flow -$60M | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe -0.16 | YTD Return -3.3% | 3yr Return 5.6% | 1yr Return 2.2% | Total Assets $185M | 6M Money Flow $10M | |
Expense Ratio 0.00% | TTM Yield 3.9% | 3yr Sharpe -0.20 | YTD Return -3.1% | 3yr Return 5.7% | 1yr Return 3.4% | Total Assets $529M | 6M Money Flow -$953M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.0% | 3yr Sharpe -0.17 | YTD Return -1.6% | 3yr Return 6.1% | 1yr Return 6.7% | Total Assets $1B | 6M Money Flow -$114M | |
Expense Ratio 0.00% | TTM Yield 2.2% | 3yr Sharpe -0.12 | YTD Return -7.1% | 3yr Return 6.1% | 1yr Return -8.0% | Total Assets $960M | 6M Money Flow -$152M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.15 | YTD Return 0.3% | 3yr Return 6.1% | 1yr Return 4.6% | Total Assets $4M | 6M Money Flow -$3M | |
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe -0.14 | YTD Return -3.3% | 3yr Return 6.6% | 1yr Return 3.4% | Total Assets $114M | 6M Money Flow -$6M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 94.7% | 3yr Sharpe -0.05 | YTD Return -2.5% | 3yr Return 6.7% | 1yr Return 2.7% | Total Assets $8M | 6M Money Flow -$1M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 8.9% | 3yr Sharpe -0.11 | YTD Return -1.6% | 3yr Return 7.0% | 1yr Return 10.2% | Total Assets $60M | 6M Money Flow $5M | |
Expense Ratio 0.00% | TTM Yield 3.5% | 3yr Sharpe -0.06 | YTD Return 1.9% | 3yr Return 7.3% | 1yr Return 5.3% | Total Assets $32M | 6M Money Flow -$584K | |
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.03 | YTD Return -1.7% | 3yr Return 7.3% | 1yr Return 10.0% | Total Assets $7B | 6M Money Flow $211M | |
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe -0.16 | YTD Return -5.2% | 3yr Return 7.6% | 1yr Return -1.1% | Total Assets $49M | 6M Money Flow -$4M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe -0.15 | YTD Return -4.2% | 3yr Return 7.9% | 1yr Return 2.0% | Total Assets $115M | 6M Money Flow -$53M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe -0.09 | YTD Return -0.8% | 3yr Return 8.2% | 1yr Return 3.6% | Total Assets $548M | 6M Money Flow -$57M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe -0.08 | YTD Return -7.4% | 3yr Return 8.5% | 1yr Return -5.4% | Total Assets $367M | 6M Money Flow -$30M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe -0.16 | YTD Return -1.0% | 3yr Return 8.5% | 1yr Return 9.5% | Total Assets $21M | 6M Money Flow -$4M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.00 | YTD Return 1.3% | 3yr Return 8.6% | 1yr Return 6.3% | Total Assets $967M | 6M Money Flow -$235M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe -0.09 | YTD Return -3.2% | 3yr Return 9.1% | 1yr Return -3.4% | Total Assets $111M | 6M Money Flow -$28M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.6% | 3yr Sharpe 0.00 | YTD Return 3.4% | 3yr Return 9.2% | 1yr Return 4.9% | Total Assets $288M | 6M Money Flow -$29M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe -0.07 | YTD Return -3.9% | 3yr Return 9.4% | 1yr Return -0.6% | Total Assets $997M | 6M Money Flow -$67M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.9% | 3yr Sharpe -0.05 | YTD Return -2.4% | 3yr Return 9.7% | 1yr Return 2.4% | Total Assets $581M | 6M Money Flow -$116M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe -0.04 | YTD Return 3.0% | 3yr Return 9.8% | 1yr Return 8.4% | Total Assets $4M | 6M Money Flow -$31K | |
Expense Ratio 0.00% | TTM Yield 3.8% | 3yr Sharpe -0.04 | YTD Return -1.6% | 3yr Return 9.9% | 1yr Return 10.0% | Total Assets $67M | 6M Money Flow $6M | |
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe -0.09 | YTD Return -0.2% | 3yr Return 10.0% | 1yr Return 6.4% | Total Assets $362M | 6M Money Flow $3M | |
Expense Ratio 0.00% | TTM Yield 3.3% | 3yr Sharpe -0.05 | YTD Return -1.0% | 3yr Return 10.0% | 1yr Return 3.8% | Total Assets $19M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe -0.06 | YTD Return -1.5% | 3yr Return 10.1% | 1yr Return 4.8% | Total Assets $158M | 6M Money Flow -$15M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.7% | 3yr Sharpe -0.05 | YTD Return -2.2% | 3yr Return 10.3% | 1yr Return 4.3% | Total Assets $276M | 6M Money Flow -$19M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.9% | 3yr Sharpe -0.02 | YTD Return -2.8% | 3yr Return 10.4% | 1yr Return 1.8% | Total Assets $623M | 6M Money Flow -$47M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.5% | 3yr Sharpe -0.07 | YTD Return -0.6% | 3yr Return 10.5% | 1yr Return 6.3% | Total Assets $782M | 6M Money Flow $15M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.1% | 3yr Sharpe 0.02 | YTD Return -2.6% | 3yr Return 11.0% | 1yr Return 3.3% | Total Assets $55M | 6M Money Flow -$6M | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe -0.05 | YTD Return -3.2% | 3yr Return 11.1% | 1yr Return 3.7% | Total Assets $385M | 6M Money Flow $39M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.3% | 3yr Sharpe -0.04 | YTD Return 1.6% | 3yr Return 11.6% | 1yr Return 5.3% | Total Assets $25M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | TTM Yield 1.9% | 3yr Sharpe 0.01 | YTD Return -4.6% | 3yr Return 11.8% | 1yr Return -0.6% | Total Assets $21B | 6M Money Flow -$2B | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe -0.06 | YTD Return -4.4% | 3yr Return 11.9% | 1yr Return 1.4% | Total Assets $26M | 6M Money Flow -$13M | |