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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 ReturnTotal Assets6M 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
0.81%
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
0.04%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
9.0%
Total Assets
$555M
6M Money Flow
$405M
Moderate Allocation
Expense Ratio
0.32%
TTM Yield
1.9%
3yr Sharpe
0.37
YTD Return
0.8%
3yr Return
33.1%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
$196M
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
0.66%
TTM Yield
2.5%
3yr Sharpe
0.18
YTD Return
3.1%
3yr Return
23.3%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
$81M
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
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
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
0.99%
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
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
1.95%
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
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
0.97%
TTM Yield
1.7%
3yr Sharpe
0.30
YTD Return
0.8%
3yr Return
28.4%
1yr Return
8.3%
Total Assets
$1B
6M Money Flow
$15M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.5%
3yr Return
-
1yr Return
-
Total Assets
$17M
6M Money Flow
$15M
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
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
0.90%
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
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
2.66%
TTM Yield
1.8%
3yr Sharpe
0.23
YTD Return
1.0%
3yr Return
24.2%
1yr Return
7.1%
Total Assets
$69M
6M Money Flow
$8M
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
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
0.74%
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
0.21%
TTM Yield
2.2%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
7.9%
Total Assets
$28M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
4.8%
3yr Return
-
1yr Return
-
Total Assets
$4M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
11.23%
TTM Yield
0.5%
3yr Sharpe
-
YTD Return
2.1%
3yr Return
-
1yr Return
7.9%
Total Assets
$58M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
11.98%
TTM Yield
0.2%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
7.1%
Total Assets
$58M
6M Money Flow
$3M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
8.6%
Total Assets
$41M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.65%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-0.4%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
0.6%
3yr Return
-
1yr Return
8.4%
Total Assets
$40M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
0.40%
TTM Yield
5.9%
3yr Sharpe
0.31
YTD Return
0.3%
3yr Return
29.0%
1yr Return
8.2%
Total Assets
$112M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.2%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
$1M
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
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
1.38%
TTM Yield
7.5%
3yr Sharpe
-
YTD Return
2.5%
3yr Return
-
1yr Return
8.3%
Total Assets
$38M
6M Money Flow
$792K
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.3%
3yr Sharpe
0.24
YTD Return
1.0%
3yr Return
23.8%
1yr Return
8.4%
Total Assets
$52M
6M Money Flow
$553K
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
0.64%
TTM Yield
1.5%
3yr Sharpe
0.22
YTD Return
1.1%
3yr Return
23.3%
1yr Return
7.8%
Total Assets
$150M
6M Money Flow
$412K
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
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
0.02%
TTM Yield
2.4%
3yr Sharpe
0.21
YTD Return
3.1%
3yr Return
22.2%
1yr Return
8.9%
Total Assets
$993K
6M Money Flow
$121K
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
1.9%
3yr Sharpe
0.22
YTD Return
2.4%
3yr Return
24.6%
1yr Return
8.2%
Total Assets
$2M
6M Money Flow
$108K