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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
4.02%
TTM Yield
4.9%
3yr Sharpe
-0.26
YTD Return
8.9%
3yr Return
-4.4%
1yr Return
26.7%
Total Assets
$386M
6M Money Flow
-$5M
Moderate Allocation
Expense Ratio
5.25%
TTM Yield
6.1%
3yr Sharpe
-0.08
YTD Return
3.9%
3yr Return
5.5%
1yr Return
21.5%
Total Assets
$656M
6M Money Flow
-
Moderate Allocation
Expense Ratio
4.43%
TTM Yield
6.5%
3yr Sharpe
0.03
YTD Return
5.3%
3yr Return
10.5%
1yr Return
20.3%
Total Assets
$870M
6M Money Flow
-$24M
Moderate Allocation
Expense Ratio
0.81%
TTM Yield
0.9%
3yr Sharpe
0.84
YTD Return
10.0%
3yr Return
44.4%
1yr Return
19.9%
Total Assets
$5B
6M Money Flow
$655M
Moderate Allocation
Expense Ratio
2.93%
TTM Yield
7.4%
3yr Sharpe
-0.04
YTD Return
6.7%
3yr Return
9.1%
1yr Return
19.6%
Total Assets
$111M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.08%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
4.4%
3yr Return
50.0%
1yr Return
17.1%
Total Assets
$453M
6M Money Flow
-$31M
Moderate Allocation
Expense Ratio
0.78%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
16.2%
3yr Return
5.1%
1yr Return
15.3%
Total Assets
$10M
6M Money Flow
-$4M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
5.5%
3yr Sharpe
-
YTD Return
0.4%
3yr Return
-
1yr Return
15.0%
Total Assets
$9M
6M Money Flow
$8M
Moderate Allocation
Expense Ratio
0.55%
TTM Yield
2.1%
3yr Sharpe
0.47
YTD Return
3.9%
3yr Return
33.7%
1yr Return
14.6%
Total Assets
$199M
6M Money Flow
-$12M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.79
YTD Return
6.0%
3yr Return
35.2%
1yr Return
14.1%
Total Assets
$827M
6M Money Flow
$127M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
2.6%
3yr Sharpe
0.65
YTD Return
0.0%
3yr Return
40.6%
1yr Return
12.8%
Total Assets
$127M
6M Money Flow
$44M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
5.9%
3yr Sharpe
0.70
YTD Return
-0.3%
3yr Return
37.0%
1yr Return
12.2%
Total Assets
$367M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.33%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
12.0%
Total Assets
$2B
6M Money Flow
$947M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
6.2%
3yr Sharpe
0.31
YTD Return
-2.3%
3yr Return
35.3%
1yr Return
11.4%
Total Assets
$331M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
0.56%
TTM Yield
2.0%
3yr Sharpe
0.35
YTD Return
3.0%
3yr Return
27.9%
1yr Return
11.4%
Total Assets
$232B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.7%
3yr Sharpe
0.33
YTD Return
4.7%
3yr Return
37.4%
1yr Return
11.3%
Total Assets
$642M
6M Money Flow
-$42M
Moderate Allocation
Expense Ratio
1.34%
TTM Yield
1.4%
3yr Sharpe
0.38
YTD Return
3.4%
3yr Return
31.8%
1yr Return
11.3%
Total Assets
$266M
6M Money Flow
$16M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
4.4%
3yr Sharpe
0.31
YTD Return
2.6%
3yr Return
25.3%
1yr Return
11.2%
Total Assets
$15M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
3.6%
3yr Sharpe
0.22
YTD Return
2.0%
3yr Return
23.6%
1yr Return
11.2%
Total Assets
$740M
6M Money Flow
$5M
Moderate Allocation
Expense Ratio
0.82%
TTM Yield
1.8%
3yr Sharpe
0.49
YTD Return
3.5%
3yr Return
34.9%
1yr Return
11.1%
Total Assets
$867M
6M Money Flow
-$86M
Moderate Allocation
Expense Ratio
1.16%
TTM Yield
2.8%
3yr Sharpe
0.33
YTD Return
2.0%
3yr Return
26.9%
1yr Return
11.1%
Total Assets
$90M
6M Money Flow
$403K
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
4.0%
3yr Sharpe
0.15
YTD Return
1.7%
3yr Return
16.2%
1yr Return
10.7%
Total Assets
$143M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.97%
TTM Yield
1.3%
3yr Sharpe
0.41
YTD Return
1.0%
3yr Return
33.0%
1yr Return
10.6%
Total Assets
$978M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
0.37
YTD Return
5.4%
3yr Return
25.1%
1yr Return
10.4%
Total Assets
$14B
6M Money Flow
-$810M
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.3%
3yr Sharpe
0.35
YTD Return
2.2%
3yr Return
28.9%
1yr Return
10.4%
Total Assets
$107B
6M Money Flow
-$5B
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.0%
3yr Sharpe
0.33
YTD Return
2.7%
3yr Return
30.5%
1yr Return
10.2%
Total Assets
$9B
6M Money Flow
-$432M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.0%
3yr Sharpe
0.32
YTD Return
2.6%
3yr Return
30.4%
1yr Return
10.2%
Total Assets
$25B
6M Money Flow
-$835M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
1.4%
3yr Sharpe
0.40
YTD Return
0.3%
3yr Return
31.8%
1yr Return
10.0%
Total Assets
$1B
6M Money Flow
$9M
Moderate Allocation
Expense Ratio
1.62%
TTM Yield
1.6%
3yr Sharpe
0.05
YTD Return
2.8%
3yr Return
14.2%
1yr Return
9.9%
Total Assets
$40M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.9%
3yr Sharpe
0.44
YTD Return
2.7%
3yr Return
32.6%
1yr Return
9.8%
Total Assets
$2B
6M Money Flow
-$11M
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
14.4%
1yr Return
9.7%
Total Assets
$1B
6M Money Flow
-$57M
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.2%
3yr Sharpe
0.30
YTD Return
1.2%
3yr Return
28.0%
1yr Return
9.7%
Total Assets
$55B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.89%
TTM Yield
5.1%
3yr Sharpe
-0.04
YTD Return
1.1%
3yr Return
14.3%
1yr Return
9.7%
Total Assets
$1B
6M Money Flow
-$59M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
3.8%
3yr Sharpe
-
YTD Return
3.3%
3yr Return
-
1yr Return
9.5%
Total Assets
$5M
6M Money Flow
-$139K
Moderate Allocation
Expense Ratio
1.23%
TTM Yield
2.5%
3yr Sharpe
0.23
YTD Return
1.8%
3yr Return
23.0%
1yr Return
9.3%
Total Assets
$2B
6M Money Flow
-$94M
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.8%
3yr Sharpe
0.30
YTD Return
3.6%
3yr Return
26.3%
1yr Return
9.3%
Total Assets
$386M
6M Money Flow
-$32M
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.5%
3yr Sharpe
0.21
YTD Return
2.1%
3yr Return
25.7%
1yr Return
9.2%
Total Assets
$430M
6M Money Flow
-$26M
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
2.5%
3yr Sharpe
0.35
YTD Return
2.6%
3yr Return
30.0%
1yr Return
9.1%
Total Assets
$566M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
1.24%
TTM Yield
1.4%
3yr Sharpe
0.41
YTD Return
2.3%
3yr Return
30.2%
1yr Return
9.1%
Total Assets
$7B
6M Money Flow
-$173M
Moderate Allocation
Expense Ratio
0.26%
TTM Yield
0.5%
3yr Sharpe
0.21
YTD Return
1.7%
3yr Return
24.6%
1yr Return
9.0%
Total Assets
$184M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.45%
TTM Yield
6.9%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
9.0%
Total Assets
$61M
6M Money Flow
$11M
Moderate Allocation
Expense Ratio
0.79%
TTM Yield
3.8%
3yr Sharpe
0.32
YTD Return
3.6%
3yr Return
28.2%
1yr Return
9.0%
Total Assets
$2B
6M Money Flow
-$56M