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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 Assets ▲6M Money Flow
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
2.9%
3yr Return
-
1yr Return
6.8%
Total Assets
$204K
6M Money Flow
$31K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.3%
3yr Sharpe
0.24
YTD Return
2.5%
3yr Return
24.6%
1yr Return
8.3%
Total Assets
$866K
6M Money Flow
-$25K
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
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
2.16%
TTM Yield
1.8%
3yr Sharpe
0.22
YTD Return
2.4%
3yr Return
25.1%
1yr Return
8.0%
Total Assets
$1M
6M Money Flow
$20K
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
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
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
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
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
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
0.78%
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
0.85%
TTM Yield
2.0%
3yr Sharpe
0.24
YTD Return
0.1%
3yr Return
26.4%
1yr Return
7.4%
Total Assets
$12M
6M Money Flow
-$2M
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
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
0.94%
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
0.86%
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
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
1.63%
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
0.74%
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
0.21%
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
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
1.22%
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
1.38%
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
1.06%
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
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
0.99%
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
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
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
0.95%
TTM Yield
1.2%
3yr Sharpe
0.21
YTD Return
3.8%
3yr Return
20.5%
1yr Return
8.1%
Total Assets
$49M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.55%
TTM Yield
0.6%
3yr Sharpe
0.13
YTD Return
0.2%
3yr Return
17.8%
1yr Return
8.1%
Total Assets
$51M
6M Money Flow
-$8M
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
0.63%
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
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
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
1.03%
TTM Yield
0.0%
3yr Sharpe
0.44
YTD Return
0.3%
3yr Return
32.4%
1yr Return
8.2%
Total Assets
$59M
6M Money Flow
-$3M
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
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
1.04%
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
0.91%
TTM Yield
1.5%
3yr Sharpe
0.39
YTD Return
-0.6%
3yr Return
35.1%
1yr Return
8.8%
Total Assets
$65M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.4%
3yr Sharpe
0.35
YTD Return
1.1%
3yr Return
30.1%
1yr Return
8.9%
Total Assets
$67M
6M Money Flow
-$47M
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