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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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
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
0.04%
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
0.82%
TTM Yield
0.9%
3yr Sharpe
0.55
YTD Return
6.7%
3yr Return
33.7%
1yr Return
19.5%
Total Assets
$4B
6M Money Flow
$410M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.14
YTD Return
-1.8%
3yr Return
19.8%
1yr Return
7.4%
Total Assets
$2B
6M Money Flow
$225M
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
0.39%
TTM Yield
3.1%
3yr Sharpe
-0.05
YTD Return
1.6%
3yr Return
12.4%
1yr Return
5.8%
Total Assets
$2B
6M Money Flow
$169M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
2.0%
3yr Sharpe
0.16
YTD Return
-3.1%
3yr Return
20.8%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
$144M
Moderate Allocation
Expense Ratio
1.08%
TTM Yield
2.0%
3yr Sharpe
0.01
YTD Return
1.2%
3yr Return
14.6%
1yr Return
6.8%
Total Assets
$998M
6M Money Flow
$116M
Moderate Allocation
Expense Ratio
3.01%
TTM Yield
0.0%
3yr Sharpe
1.89
YTD Return
3.1%
3yr Return
35.1%
1yr Return
14.3%
Total Assets
$764M
6M Money Flow
$100M
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
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
8.47%
TTM Yield
15.4%
3yr Sharpe
0.63
YTD Return
-1.8%
3yr Return
27.7%
1yr Return
7.9%
Total Assets
$417M
6M Money Flow
$73M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
2.6%
3yr Sharpe
0.71
YTD Return
-1.5%
3yr Return
37.5%
1yr Return
11.0%
Total Assets
$105M
6M Money Flow
$36M
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.7%
3yr Sharpe
-0.11
YTD Return
1.7%
3yr Return
10.4%
1yr Return
7.6%
Total Assets
$182M
6M Money Flow
$36M
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
0.97%
TTM Yield
1.7%
3yr Sharpe
0.10
YTD Return
-1.3%
3yr Return
17.9%
1yr Return
7.5%
Total Assets
$1B
6M Money Flow
$31M
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
1.25%
TTM Yield
1.5%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
3.3%
Total Assets
$69M
6M Money Flow
$22M
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
0.75%
TTM Yield
1.8%
3yr Sharpe
0.05
YTD Return
9.1%
3yr Return
16.4%
1yr Return
15.6%
Total Assets
$105M
6M Money Flow
$21M
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
1.34%
TTM Yield
1.4%
3yr Sharpe
0.18
YTD Return
0.5%
3yr Return
21.2%
1yr Return
9.6%
Total Assets
$257M
6M Money Flow
$17M
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
6.8%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
13.6%
1yr Return
6.7%
Total Assets
$43M
6M Money Flow
$15M
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
0.35%
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
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
0.81%
TTM Yield
2.3%
3yr Sharpe
0.02
YTD Return
-0.5%
3yr Return
14.5%
1yr Return
5.6%
Total Assets
$159M
6M Money Flow
$9M
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
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
0.74%
TTM Yield
3.2%
3yr Sharpe
-0.07
YTD Return
-0.4%
3yr Return
11.9%
1yr Return
2.4%
Total Assets
$80M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
0.98%
TTM Yield
1.3%
3yr Sharpe
0.20
YTD Return
-1.3%
3yr Return
21.7%
1yr Return
10.1%
Total Assets
$984M
6M Money Flow
$7M
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.9%
3yr Sharpe
-0.07
YTD Return
-0.3%
3yr Return
11.3%
1yr Return
5.2%
Total Assets
$33M
6M Money Flow
$6M
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
0.72%
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
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
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
6.4%
Total Assets
$58M
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
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
0.19%
TTM Yield
2.5%
3yr Sharpe
-0.02
YTD Return
0.6%
3yr Return
13.3%
1yr Return
7.5%
Total Assets
$22M
6M Money Flow
$1M
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
1.12%
TTM Yield
4.3%
3yr Sharpe
-0.09
YTD Return
3.1%
3yr Return
10.3%
1yr Return
8.9%
Total Assets
$107M
6M Money Flow
$1M
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