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Moderate Allocationor search across All Categories

Statistics as of Jun 06, 2025

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Found total of 170 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.0%
3yr Sharpe
0.43
YTD Return
4.7%
3yr Return
31.5%
1yr Return
12.5%
Total Assets
$241B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.3%
3yr Sharpe
0.44
YTD Return
3.8%
3yr Return
32.3%
1yr Return
10.9%
Total Assets
$111B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
5.5%
3yr Sharpe
0.00
YTD Return
3.7%
3yr Return
15.7%
1yr Return
7.0%
Total Assets
$73B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.2%
3yr Sharpe
0.40
YTD Return
2.5%
3yr Return
31.1%
1yr Return
10.0%
Total Assets
$57B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
34.0%
1yr Return
8.4%
Total Assets
$56B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.8%
3yr Sharpe
0.47
YTD Return
2.2%
3yr Return
35.1%
1yr Return
8.7%
Total Assets
$53B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.47
YTD Return
0.6%
3yr Return
34.5%
1yr Return
7.7%
Total Assets
$30B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.0%
3yr Sharpe
0.46
YTD Return
4.4%
3yr Return
33.8%
1yr Return
10.6%
Total Assets
$26B
6M Money Flow
-$956M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
0.34
YTD Return
6.7%
3yr Return
28.1%
1yr Return
10.7%
Total Assets
$14B
6M Money Flow
-$731M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
2.3%
3yr Return
22.8%
1yr Return
9.0%
Total Assets
$12B
6M Money Flow
-$582M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
1.8%
3yr Sharpe
0.45
YTD Return
2.8%
3yr Return
33.1%
1yr Return
8.1%
Total Assets
$10B
6M Money Flow
-$351M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
34.1%
1yr Return
8.3%
Total Assets
$10B
6M Money Flow
-$231M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
1.9%
3yr Sharpe
0.47
YTD Return
4.5%
3yr Return
34.0%
1yr Return
10.6%
Total Assets
$9B
6M Money Flow
-$469M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.5%
3yr Sharpe
0.14
YTD Return
2.6%
3yr Return
20.1%
1yr Return
6.4%
Total Assets
$8B
6M Money Flow
-$439M
Moderate Allocation
Expense Ratio
1.25%
TTM Yield
1.3%
3yr Sharpe
0.48
YTD Return
3.8%
3yr Return
32.6%
1yr Return
10.1%
Total Assets
$7B
6M Money Flow
-$178M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
2.1%
3yr Sharpe
0.19
YTD Return
2.4%
3yr Return
22.8%
1yr Return
7.9%
Total Assets
$6B
6M Money Flow
-$334M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.6%
3yr Sharpe
0.41
YTD Return
3.2%
3yr Return
31.4%
1yr Return
7.8%
Total Assets
$6B
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
0.96%
TTM Yield
2.9%
3yr Sharpe
0.27
YTD Return
3.6%
3yr Return
24.1%
1yr Return
8.0%
Total Assets
$5B
6M Money Flow
-$202M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.6%
3yr Sharpe
0.36
YTD Return
3.8%
3yr Return
29.5%
1yr Return
8.9%
Total Assets
$5B
6M Money Flow
-$44M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
2.1%
3yr Sharpe
0.41
YTD Return
5.5%
3yr Return
31.4%
1yr Return
9.3%
Total Assets
$5B
6M Money Flow
-$180M
Moderate Allocation
Expense Ratio
0.81%
TTM Yield
0.9%
3yr Sharpe
0.93
YTD Return
11.3%
3yr Return
46.6%
1yr Return
20.7%
Total Assets
$5B
6M Money Flow
$655M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.3%
3yr Sharpe
0.35
YTD Return
2.6%
3yr Return
28.3%
1yr Return
9.5%
Total Assets
$5B
6M Money Flow
-$366M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
1.8%
3yr Sharpe
0.30
YTD Return
3.7%
3yr Return
26.8%
1yr Return
9.4%
Total Assets
$5B
6M Money Flow
-$206M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
2.3%
3yr Sharpe
0.28
YTD Return
2.3%
3yr Return
26.5%
1yr Return
8.4%
Total Assets
$4B
6M Money Flow
-$53M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.5%
3yr Sharpe
0.37
YTD Return
1.0%
3yr Return
29.6%
1yr Return
7.2%
Total Assets
$2B
6M Money Flow
-$93M
Moderate Allocation
Expense Ratio
0.33%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
4.7%
3yr Return
-
1yr Return
13.1%
Total Assets
$2B
6M Money Flow
$942M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
1.9%
3yr Sharpe
0.07
YTD Return
2.5%
3yr Return
18.0%
1yr Return
5.4%
Total Assets
$2B
6M Money Flow
-$96M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
1.9%
3yr Sharpe
0.50
YTD Return
2.2%
3yr Return
36.1%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
$151M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.8%
3yr Sharpe
0.54
YTD Return
4.1%
3yr Return
35.5%
1yr Return
10.0%
Total Assets
$2B
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
1.9%
3yr Sharpe
0.50
YTD Return
1.8%
3yr Return
35.5%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
1.8%
3yr Sharpe
0.46
YTD Return
0.5%
3yr Return
34.6%
1yr Return
7.5%
Total Assets
$2B
6M Money Flow
-$44M
Moderate Allocation
Expense Ratio
1.23%
TTM Yield
2.5%
3yr Sharpe
0.30
YTD Return
3.3%
3yr Return
25.7%
1yr Return
10.4%
Total Assets
$2B
6M Money Flow
-$90M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.4%
3yr Sharpe
0.28
YTD Return
4.4%
3yr Return
26.0%
1yr Return
8.8%
Total Assets
$2B
6M Money Flow
$63M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.8%
3yr Sharpe
0.32
YTD Return
3.8%
3yr Return
28.4%
1yr Return
8.9%
Total Assets
$2B
6M Money Flow
-$98M
Moderate Allocation
Expense Ratio
0.74%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
29.5%
1yr Return
9.2%
Total Assets
$2B
6M Money Flow
-$54M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
3.8%
3yr Sharpe
0.40
YTD Return
5.0%
3yr Return
30.9%
1yr Return
9.3%
Total Assets
$2B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
4.3%
3yr Return
27.0%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$73M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.0%
3yr Sharpe
0.28
YTD Return
3.0%
3yr Return
25.9%
1yr Return
9.1%
Total Assets
$2B
6M Money Flow
-$109M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.0%
3yr Sharpe
0.46
YTD Return
3.2%
3yr Return
33.1%
1yr Return
9.8%
Total Assets
$2B
6M Money Flow
-$83M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
2.7%
3yr Sharpe
0.27
YTD Return
4.5%
3yr Return
25.7%
1yr Return
8.2%
Total Assets
$1B
6M Money Flow
-$97M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.4%
3yr Sharpe
0.39
YTD Return
4.3%
3yr Return
30.5%
1yr Return
9.0%
Total Assets
$1B
6M Money Flow
-$44M
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
1.7%
3yr Sharpe
0.40
YTD Return
2.1%
3yr Return
31.4%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
$9M