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Moderate Allocationor search across All Categories

Statistics as of Apr 02, 2025

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Found total of 223 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 RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderate Allocation
Expense Ratio
1.18%
TTM Yield
2.3%
3yr Sharpe
0.09
YTD Return
1.4%
3yr Return
17.1%
1yr Return
6.5%
Total Assets
$105M
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.1%
3yr Sharpe
0.18
YTD Return
0.4%
3yr Return
20.1%
1yr Return
9.5%
Total Assets
$241B
6M Money Flow
-$3B
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-1.6%
3yr Return
23.9%
1yr Return
8.9%
Total Assets
$58M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
-0.29
YTD Return
-3.7%
3yr Return
2.7%
1yr Return
-0.2%
Total Assets
$85M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.4%
3yr Sharpe
-0.07
YTD Return
0.5%
3yr Return
11.9%
1yr Return
7.1%
Total Assets
$1B
6M Money Flow
-$81M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
2.1%
3yr Sharpe
0.03
YTD Return
0.6%
3yr Return
15.0%
1yr Return
6.0%
Total Assets
$12B
6M Money Flow
-$542M
Moderate Allocation
Expense Ratio
1.09%
TTM Yield
1.9%
3yr Sharpe
-0.04
YTD Return
0.6%
3yr Return
12.5%
1yr Return
6.6%
Total Assets
$717M
6M Money Flow
-$46M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
2.0%
3yr Sharpe
0.07
YTD Return
-0.9%
3yr Return
17.1%
1yr Return
7.3%
Total Assets
$12M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
1.9%
3yr Sharpe
-0.09
YTD Return
-1.6%
3yr Return
11.4%
1yr Return
1.5%
Total Assets
$387M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
4.26%
TTM Yield
4.5%
3yr Sharpe
-0.09
YTD Return
2.5%
3yr Return
13.0%
1yr Return
7.7%
Total Assets
$71M
6M Money Flow
-$411K
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.5%
3yr Sharpe
-0.07
YTD Return
0.4%
3yr Return
11.3%
1yr Return
6.0%
Total Assets
$2B
6M Money Flow
-$120M
Moderate Allocation
Expense Ratio
0.15%
TTM Yield
2.7%
3yr Sharpe
0.04
YTD Return
1.2%
3yr Return
15.2%
1yr Return
7.9%
Total Assets
$2B
6M Money Flow
$86M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-1.3%
3yr Return
16.2%
1yr Return
5.0%
Total Assets
$51M
6M Money Flow
$815K
Moderate Allocation
Expense Ratio
0.21%
TTM Yield
2.3%
3yr Sharpe
-
YTD Return
0.8%
3yr Return
-
1yr Return
6.4%
Total Assets
$30M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
2.4%
3yr Sharpe
-0.01
YTD Return
0.3%
3yr Return
13.7%
1yr Return
8.5%
Total Assets
$688M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.3%
3yr Sharpe
-0.04
YTD Return
-1.3%
3yr Return
12.9%
1yr Return
6.3%
Total Assets
$5B
6M Money Flow
-$393M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.5%
3yr Sharpe
-0.03
YTD Return
-0.1%
3yr Return
12.8%
1yr Return
6.4%
Total Assets
$2B
6M Money Flow
$80M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
7.1%
Total Assets
$40M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
6.8%
Total Assets
$37M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
1.38%
TTM Yield
7.8%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
5.8%
Total Assets
$37M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
7.4%
3yr Sharpe
-0.07
YTD Return
0.9%
3yr Return
11.7%
1yr Return
7.8%
Total Assets
$1B
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.2%
3yr Sharpe
0.07
YTD Return
1.4%
3yr Return
16.5%
1yr Return
8.1%
Total Assets
$15B
6M Money Flow
-$216M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
0.5%
3yr Sharpe
-0.09
YTD Return
-3.7%
3yr Return
10.9%
1yr Return
5.1%
Total Assets
$174M
6M Money Flow
$14M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
5.7%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
-
1yr Return
13.3%
Total Assets
$7M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
19.4%
1yr Return
7.5%
Total Assets
$9B
6M Money Flow
-$122M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
1.9%
3yr Sharpe
0.12
YTD Return
-1.1%
3yr Return
18.5%
1yr Return
7.3%
Total Assets
$9B
6M Money Flow
-$233M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
10.6%
1yr Return
10.5%
Total Assets
$1B
6M Money Flow
-$50M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
5.1%
3yr Sharpe
-0.09
YTD Return
1.8%
3yr Return
10.6%
1yr Return
10.4%
Total Assets
$1B
6M Money Flow
-$52M
Moderate Allocation
Expense Ratio
0.33%
TTM Yield
2.0%
3yr Sharpe
-
YTD Return
0.1%
3yr Return
-
1yr Return
10.0%
Total Assets
$2B
6M Money Flow
$914M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
2.1%
3yr Sharpe
-0.72
YTD Return
3.6%
3yr Return
-4.4%
1yr Return
6.0%
Total Assets
$130M
6M Money Flow
-$30M
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
2.3%
3yr Sharpe
-0.06
YTD Return
0.3%
3yr Return
11.8%
1yr Return
6.7%
Total Assets
$370M
6M Money Flow
-$23M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
3.9%
3yr Sharpe
0.14
YTD Return
4.1%
3yr Return
18.2%
1yr Return
13.6%
Total Assets
$150M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.6%
3yr Sharpe
0.15
YTD Return
-0.3%
3yr Return
19.6%
1yr Return
7.6%
Total Assets
$489M
6M Money Flow
$14M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
-0.1%
3yr Return
17.4%
1yr Return
6.2%
Total Assets
$1B
6M Money Flow
-$43M
Moderate Allocation
Expense Ratio
1.62%
TTM Yield
1.5%
3yr Sharpe
0.01
YTD Return
4.0%
3yr Return
13.9%
1yr Return
11.6%
Total Assets
$41M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
1.10%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
2.2%
Total Assets
$12M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
1.4%
3yr Sharpe
0.18
YTD Return
-1.7%
3yr Return
21.1%
1yr Return
10.1%
Total Assets
$1B
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.7%
3yr Sharpe
0.06
YTD Return
2.2%
3yr Return
15.5%
1yr Return
8.8%
Total Assets
$4B
6M Money Flow
$172M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.5%
3yr Sharpe
-0.18
YTD Return
3.2%
3yr Return
8.2%
1yr Return
8.2%
Total Assets
$246M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.3%
3yr Sharpe
-0.02
YTD Return
-1.5%
3yr Return
13.4%
1yr Return
5.3%
Total Assets
$272M
6M Money Flow
-$17M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
1.4%
3yr Sharpe
-0.01
YTD Return
-0.5%
3yr Return
13.4%
1yr Return
5.0%
Total Assets
$827M
6M Money Flow
-$60M
Moderate Allocation
Expense Ratio
0.25%
TTM Yield
2.8%
3yr Sharpe
0.09
YTD Return
0.2%
3yr Return
17.2%
1yr Return
6.6%
Total Assets
$4B
6M Money Flow
-$236M