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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 Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
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
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
0.79%
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
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
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
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
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
0.85%
TTM Yield
6.5%
3yr Sharpe
-0.23
YTD Return
4.4%
3yr Return
5.7%
1yr Return
8.7%
Total Assets
$85M
6M Money Flow
-$17K
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
0.74%
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
1.00%
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
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
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
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
0.93%
TTM Yield
2.6%
3yr Sharpe
-0.07
YTD Return
2.7%
3yr Return
11.2%
1yr Return
7.4%
Total Assets
$248M
6M Money Flow
$6M
Moderate Allocation
Expense Ratio
4.26%
TTM Yield
4.2%
3yr Sharpe
-0.05
YTD Return
4.2%
3yr Return
14.8%
1yr Return
6.7%
Total Assets
$73M
6M Money Flow
-$196K
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
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
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
1.02%
TTM Yield
2.0%
3yr Sharpe
-0.01
YTD Return
2.0%
3yr Return
15.4%
1yr Return
7.2%
Total Assets
$520M
6M Money Flow
-$40M
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
5.5%
3yr Sharpe
0.00
YTD Return
2.3%
3yr Return
13.2%
1yr Return
7.0%
Total Assets
$72B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.7%
3yr Sharpe
0.01
YTD Return
1.8%
3yr Return
13.8%
1yr Return
7.8%
Total Assets
$238M
6M Money Flow
$78M
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
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
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
1.08%
TTM Yield
2.1%
3yr Sharpe
0.04
YTD Return
1.7%
3yr Return
13.1%
1yr Return
7.2%
Total Assets
$434M
6M Money Flow
-$24M
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
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
2.28%
TTM Yield
1.2%
3yr Sharpe
0.07
YTD Return
2.2%
3yr Return
19.1%
1yr Return
6.9%
Total Assets
$133M
6M Money Flow
-$16M
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
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
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
2.53%
TTM Yield
0.4%
3yr Sharpe
0.09
YTD Return
1.2%
3yr Return
21.2%
1yr Return
7.7%
Total Assets
$275M
6M Money Flow
-$18M
Moderate Allocation
Expense Ratio
0.87%
TTM Yield
2.6%
3yr Sharpe
0.09
YTD Return
3.1%
3yr Return
20.3%
1yr Return
7.8%
Total Assets
$146M
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
3.62%
TTM Yield
2.7%
3yr Sharpe
0.09
YTD Return
5.0%
3yr Return
12.0%
1yr Return
7.4%
Total Assets
$48M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.80%
TTM Yield
1.3%
3yr Sharpe
0.09
YTD Return
1.5%
3yr Return
19.7%
1yr Return
7.3%
Total Assets
$112M
6M Money Flow
-$7M
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
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
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
1.12%
TTM Yield
2.9%
3yr Sharpe
0.11
YTD Return
1.6%
3yr Return
20.8%
1yr Return
8.0%
Total Assets
$665M
6M Money Flow
-$61M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
3.2%
3yr Sharpe
0.11
YTD Return
0.3%
3yr Return
20.8%
1yr Return
7.3%
Total Assets
$1B
6M Money Flow
-$167M