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Moderate Allocationor search across All Categories

Statistics as of May 27, 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 Return ▲Total Assets6M Money Flow
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
4.7%
3yr Sharpe
0.01
YTD Return
-12.2%
3yr Return
22.4%
1yr Return
-3.0%
Total Assets
$61M
6M Money Flow
$45K
Moderate Allocation
Expense Ratio
0.74%
TTM Yield
3.3%
3yr Sharpe
-0.17
YTD Return
-3.6%
3yr Return
10.9%
1yr Return
-2.9%
Total Assets
$76M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
1.04%
TTM Yield
3.4%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
-
1yr Return
-2.3%
Total Assets
$186M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.44
YTD Return
-1.4%
3yr Return
4.7%
1yr Return
-1.4%
Total Assets
$13M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
1.63%
TTM Yield
11.4%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
-0.5%
Total Assets
$18M
6M Money Flow
$124K
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
-1.2%
3yr Return
12.5%
1yr Return
0.5%
Total Assets
$85M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
2.50%
TTM Yield
8.8%
3yr Sharpe
-0.71
YTD Return
1.6%
3yr Return
6.3%
1yr Return
1.1%
Total Assets
$259M
6M Money Flow
-$22M
Moderate Allocation
Expense Ratio
2.25%
TTM Yield
8.8%
3yr Sharpe
-0.66
YTD Return
1.8%
3yr Return
7.0%
1yr Return
1.4%
Total Assets
$259M
6M Money Flow
-$22M
Moderate Allocation
Expense Ratio
0.63%
TTM Yield
3.5%
3yr Sharpe
-0.38
YTD Return
4.8%
3yr Return
-8.8%
1yr Return
2.3%
Total Assets
$56M
6M Money Flow
-$21M
Moderate Allocation
Expense Ratio
1.25%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
2.4%
Total Assets
$67M
6M Money Flow
$21M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
2.8%
3yr Sharpe
-0.83
YTD Return
0.3%
3yr Return
5.9%
1yr Return
3.9%
Total Assets
$34M
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
1.44%
TTM Yield
1.3%
3yr Sharpe
0.34
YTD Return
-0.1%
3yr Return
34.8%
1yr Return
3.9%
Total Assets
$60M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
1.46%
TTM Yield
0.5%
3yr Sharpe
0.02
YTD Return
1.0%
3yr Return
19.0%
1yr Return
3.9%
Total Assets
$372M
6M Money Flow
-$32M
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
2.0%
3yr Sharpe
0.08
YTD Return
-0.9%
3yr Return
17.3%
1yr Return
4.1%
Total Assets
$712M
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.53
YTD Return
1.3%
3yr Return
-2.6%
1yr Return
4.1%
Total Assets
$18M
6M Money Flow
-$449K
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
2.1%
3yr Sharpe
-0.54
YTD Return
2.0%
3yr Return
1.9%
1yr Return
4.2%
Total Assets
$118M
6M Money Flow
-$29M
Expense Ratio
0.53%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-1.3%
3yr Return
-
1yr Return
4.2%
Total Assets
$9M
6M Money Flow
$812K
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
0.05
YTD Return
0.1%
3yr Return
15.6%
1yr Return
4.4%
Total Assets
$33M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
1.9%
3yr Sharpe
0.12
YTD Return
1.1%
3yr Return
21.5%
1yr Return
4.4%
Total Assets
$392M
6M Money Flow
-$30M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
1.9%
3yr Sharpe
-0.03
YTD Return
1.1%
3yr Return
15.6%
1yr Return
4.5%
Total Assets
$2B
6M Money Flow
-$87M
Moderate Allocation
Expense Ratio
1.10%
TTM Yield
1.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
4.5%
Total Assets
$12M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
8.47%
TTM Yield
15.5%
3yr Sharpe
0.30
YTD Return
-1.1%
3yr Return
32.5%
1yr Return
4.7%
Total Assets
$437M
6M Money Flow
$66M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
1.9%
3yr Sharpe
0.14
YTD Return
-0.9%
3yr Return
22.4%
1yr Return
4.9%
Total Assets
$869M
6M Money Flow
-$56M
Moderate Allocation
Expense Ratio
1.30%
TTM Yield
2.0%
3yr Sharpe
-0.10
YTD Return
-1.2%
3yr Return
10.4%
1yr Return
4.9%
Total Assets
$92M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
1.8%
3yr Sharpe
0.08
YTD Return
0.2%
3yr Return
20.5%
1yr Return
5.0%
Total Assets
$186M
6M Money Flow
-$30M
Moderate Allocation
Expense Ratio
1.00%
TTM Yield
2.4%
3yr Sharpe
-0.08
YTD Return
2.0%
3yr Return
12.4%
1yr Return
5.1%
Total Assets
$88M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
0.5%
3yr Sharpe
0.15
YTD Return
-1.8%
3yr Return
20.5%
1yr Return
5.3%
Total Assets
$179M
6M Money Flow
$10M
Moderate Allocation
Expense Ratio
0.92%
TTM Yield
2.5%
3yr Sharpe
0.08
YTD Return
1.1%
3yr Return
20.1%
1yr Return
5.5%
Total Assets
$182M
6M Money Flow
-$7M
Moderate Allocation
Expense Ratio
1.70%
TTM Yield
0.6%
3yr Sharpe
0.14
YTD Return
-2.9%
3yr Return
28.7%
1yr Return
5.5%
Total Assets
$714M
6M Money Flow
-$15M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.5%
3yr Sharpe
0.10
YTD Return
0.3%
3yr Return
18.9%
1yr Return
5.5%
Total Assets
$817M
6M Money Flow
-$60M
Moderate Allocation
Expense Ratio
1.18%
TTM Yield
2.3%
3yr Sharpe
0.18
YTD Return
0.2%
3yr Return
18.6%
1yr Return
5.7%
Total Assets
$102M
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
1.6%
3yr Sharpe
0.33
YTD Return
0.0%
3yr Return
27.8%
1yr Return
5.8%
Total Assets
$80M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
5.4%
3yr Sharpe
-0.23
YTD Return
1.4%
3yr Return
5.7%
1yr Return
5.9%
Total Assets
$127M
6M Money Flow
-$10M
Moderate Allocation
Expense Ratio
0.92%
TTM Yield
3.1%
3yr Sharpe
0.13
YTD Return
0.3%
3yr Return
20.2%
1yr Return
6.0%
Total Assets
$1B
6M Money Flow
-$68M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
1.8%
3yr Sharpe
0.36
YTD Return
-1.1%
3yr Return
31.4%
1yr Return
6.1%
Total Assets
$2B
6M Money Flow
-$38M
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
6.8%
3yr Sharpe
0.12
YTD Return
1.4%
3yr Return
17.0%
1yr Return
6.3%
Total Assets
$47M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.36
YTD Return
-1.0%
3yr Return
31.3%
1yr Return
6.3%
Total Assets
$30B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.74%
TTM Yield
1.8%
3yr Sharpe
0.15
YTD Return
2.9%
3yr Return
20.7%
1yr Return
6.4%
Total Assets
$27M
6M Money Flow
$500K
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
2.0%
3yr Sharpe
0.10
YTD Return
1.8%
3yr Return
18.7%
1yr Return
6.5%
Total Assets
$381M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.5%
3yr Sharpe
0.16
YTD Return
1.9%
3yr Return
17.8%
1yr Return
6.5%
Total Assets
$8B
6M Money Flow
-$386M
Moderate Allocation
Expense Ratio
1.15%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
0.9%
3yr Return
26.2%
1yr Return
6.5%
Total Assets
$273M
6M Money Flow
-$17M
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
2.2%
3yr Sharpe
0.09
YTD Return
2.2%
3yr Return
18.7%
1yr Return
6.5%
Total Assets
$729M
6M Money Flow
-$80M