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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
4.02%
TTM Yield
5.0%
3yr Sharpe
-0.38
YTD Return
5.1%
3yr Return
-12.0%
1yr Return
21.5%
Total Assets
$379M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
3.84%
TTM Yield
-
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
0
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
0.9%
3yr Sharpe
0.88
YTD Return
4.6%
3yr Return
85.9%
1yr Return
44.4%
Total Assets
$64M
6M Money Flow
$20M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.0%
3yr Sharpe
-0.19
YTD Return
0.0%
3yr Return
8.2%
1yr Return
5.2%
Total Assets
$95M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
-0.05
YTD Return
0.5%
3yr Return
12.3%
1yr Return
6.5%
Total Assets
$414M
6M Money Flow
-$36M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.1%
3yr Sharpe
0.01
YTD Return
0.2%
3yr Return
14.2%
1yr Return
6.6%
Total Assets
$191M
6M Money Flow
-$20M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
0.5%
3yr Return
10.2%
1yr Return
5.0%
Total Assets
$34M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
-0.9%
3yr Return
18.9%
1yr Return
8.7%
Total Assets
$113B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.13%
TTM Yield
2.8%
3yr Sharpe
0.01
YTD Return
0.9%
3yr Return
14.1%
1yr Return
7.5%
Total Assets
$21B
6M Money Flow
-$571M
Moderate Allocation
Expense Ratio
0.58%
TTM Yield
2.2%
3yr Sharpe
0.03
YTD Return
0.9%
3yr Return
15.1%
1yr Return
7.4%
Total Assets
$988M
6M Money Flow
-$60M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
1.8%
3yr Sharpe
0.24
YTD Return
2.0%
3yr Return
24.5%
1yr Return
8.7%
Total Assets
$880M
6M Money Flow
-$75M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.4%
3yr Sharpe
-0.03
YTD Return
0.4%
3yr Return
12.5%
1yr Return
5.7%
Total Assets
$23B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.84%
TTM Yield
2.3%
3yr Sharpe
-0.03
YTD Return
-0.6%
3yr Return
13.3%
1yr Return
6.4%
Total Assets
$130M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
1.6%
3yr Sharpe
0.09
YTD Return
-1.5%
3yr Return
17.8%
1yr Return
7.2%
Total Assets
$143M
6M Money Flow
-$8M
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.3%
3yr Sharpe
0.08
YTD Return
-1.1%
3yr Return
17.2%
1yr Return
8.3%
Total Assets
$57B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
1.08%
TTM Yield
0.8%
3yr Sharpe
0.09
YTD Return
-3.5%
3yr Return
20.3%
1yr Return
7.4%
Total Assets
$436M
6M Money Flow
-$20M
Moderate Allocation
Expense Ratio
1.09%
TTM Yield
2.7%
3yr Sharpe
-0.08
YTD Return
1.2%
3yr Return
11.1%
1yr Return
5.1%
Total Assets
$3B
6M Money Flow
-$103M
Moderate Allocation
Expense Ratio
1.11%
TTM Yield
2.2%
3yr Sharpe
-0.14
YTD Return
1.6%
3yr Return
9.5%
1yr Return
5.1%
Total Assets
$1B
6M Money Flow
-$37M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.2%
3yr Return
-
1yr Return
-
Total Assets
$16M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.4%
3yr Sharpe
-0.53
YTD Return
8.1%
3yr Return
-17.3%
1yr Return
6.1%
Total Assets
$65M
6M Money Flow
-$16M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
1.9%
3yr Sharpe
-0.06
YTD Return
-2.5%
3yr Return
12.0%
1yr Return
3.6%
Total Assets
$866M
6M Money Flow
-$55M
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
2.6%
3yr Sharpe
0.11
YTD Return
0.7%
3yr Return
17.3%
1yr Return
6.8%
Total Assets
$93M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
0.81%
TTM Yield
2.5%
3yr Sharpe
-0.02
YTD Return
0.3%
3yr Return
13.3%
1yr Return
5.6%
Total Assets
$551M
6M Money Flow
-$23M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
3.6%
3yr Sharpe
0.11
YTD Return
0.2%
3yr Return
17.6%
1yr Return
9.8%
Total Assets
$732M
6M Money Flow
$5M
Moderate Allocation
Expense Ratio
1.69%
TTM Yield
2.0%
3yr Sharpe
-0.26
YTD Return
2.5%
3yr Return
5.7%
1yr Return
6.2%
Total Assets
$33M
6M Money Flow
-$770K
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.7%
3yr Sharpe
-0.01
YTD Return
1.5%
3yr Return
13.5%
1yr Return
7.0%
Total Assets
$2B
6M Money Flow
-$172M
Moderate Allocation
Expense Ratio
1.32%
TTM Yield
2.0%
3yr Sharpe
-0.13
YTD Return
7.5%
3yr Return
9.4%
1yr Return
12.4%
Total Assets
$78M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.70%
TTM Yield
2.7%
3yr Sharpe
-0.01
YTD Return
0.4%
3yr Return
13.7%
1yr Return
5.8%
Total Assets
$862M
6M Money Flow
-$35M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
2.4%
3yr Sharpe
-0.02
YTD Return
-1.1%
3yr Return
13.5%
1yr Return
6.1%
Total Assets
$4B
6M Money Flow
-$41M
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.55
YTD Return
3.6%
3yr Return
-1.3%
1yr Return
5.3%
Total Assets
$18M
6M Money Flow
-$557K
Moderate Allocation
Expense Ratio
1.78%
TTM Yield
2.4%
3yr Sharpe
-0.39
YTD Return
2.3%
3yr Return
4.0%
1yr Return
5.4%
Total Assets
$35M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.4%
3yr Sharpe
0.15
YTD Return
-1.1%
3yr Return
19.6%
1yr Return
8.0%
Total Assets
$67M
6M Money Flow
-$47M
Moderate Allocation
Expense Ratio
1.20%
TTM Yield
4.7%
3yr Sharpe
-0.07
YTD Return
1.0%
3yr Return
11.8%
1yr Return
8.0%
Total Assets
$41M
6M Money Flow
-$199M
Moderate Allocation
Expense Ratio
0.51%
TTM Yield
2.4%
3yr Sharpe
0.00
YTD Return
-1.6%
3yr Return
14.0%
1yr Return
6.4%
Total Assets
$679M
6M Money Flow
-$9M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
2.6%
3yr Sharpe
0.00
YTD Return
1.1%
3yr Return
13.8%
1yr Return
7.4%
Total Assets
$572M
6M Money Flow
-$27M
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
1.6%
3yr Sharpe
0.10
YTD Return
-1.0%
3yr Return
18.0%
1yr Return
5.1%
Total Assets
$6B
6M Money Flow
$33M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.5%
3yr Sharpe
0.15
YTD Return
-1.7%
3yr Return
19.1%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$91M
Moderate Allocation
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
7.8%
Total Assets
$549M
6M Money Flow
$432M
Moderate Allocation
Expense Ratio
1.13%
TTM Yield
2.4%
3yr Sharpe
-0.07
YTD Return
2.3%
3yr Return
11.8%
1yr Return
8.1%
Total Assets
$102M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
1.65%
TTM Yield
1.8%
3yr Sharpe
-
YTD Return
-1.6%
3yr Return
-
1yr Return
1.5%
Total Assets
$67M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
2.66%
TTM Yield
1.8%
3yr Sharpe
0.09
YTD Return
-0.1%
3yr Return
17.6%
1yr Return
6.3%
Total Assets
$65M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
6.0%
3yr Sharpe
0.40
YTD Return
-2.6%
3yr Return
27.7%
1yr Return
10.4%
Total Assets
$359M
6M Money Flow
-