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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 Assets ▲6M Money Flow
Moderate Allocation
Expense Ratio
3.84%
TTM Yield
-
3yr Sharpe
-
YTD Return
-
3yr Return
-
1yr Return
-
Total Assets
0
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.44%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
1.3%
3yr Return
-
1yr Return
5.8%
Total Assets
$185K
6M Money Flow
$20K
Moderate Allocation
Expense Ratio
0.43%
TTM Yield
2.9%
3yr Sharpe
-
YTD Return
1.8%
3yr Return
-
1yr Return
6.3%
Total Assets
$201K
6M Money Flow
$42K
Moderate Allocation
Expense Ratio
1.95%
TTM Yield
2.4%
3yr Sharpe
0.03
YTD Return
-1.0%
3yr Return
15.4%
1yr Return
5.0%
Total Assets
$819K
6M Money Flow
-$48K
Moderate Allocation
Expense Ratio
0.02%
TTM Yield
2.3%
3yr Sharpe
-0.01
YTD Return
1.0%
3yr Return
13.7%
1yr Return
7.6%
Total Assets
$973K
6M Money Flow
$159K
Moderate Allocation
Expense Ratio
2.16%
TTM Yield
1.9%
3yr Sharpe
0.03
YTD Return
-1.2%
3yr Return
15.3%
1yr Return
4.5%
Total Assets
$1M
6M Money Flow
$13K
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
-
Total Assets
$1M
6M Money Flow
-
Moderate Allocation
Expense Ratio
2.08%
TTM Yield
1.9%
3yr Sharpe
0.02
YTD Return
-1.2%
3yr Return
15.0%
1yr Return
4.8%
Total Assets
$2M
6M Money Flow
$111K
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
7.1%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
9.9%
Total Assets
$3M
6M Money Flow
$140K
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
1.2%
3yr Return
-
1yr Return
-
Total Assets
$3M
6M Money Flow
-
Moderate Allocation
Expense Ratio
0.35%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$5M
6M Money Flow
-$142K
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
Expense Ratio
0.53%
TTM Yield
1.9%
3yr Sharpe
-
YTD Return
-0.7%
3yr Return
-
1yr Return
6.5%
Total Assets
$8M
6M Money Flow
$812K
Moderate Allocation
Expense Ratio
0.78%
TTM Yield
3.2%
3yr Sharpe
-
YTD Return
5.0%
3yr Return
-
1yr Return
-2.4%
Total Assets
$12M
6M Money Flow
-$4M
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
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
2.0%
3yr Sharpe
0.07
YTD Return
-0.9%
3yr Return
17.1%
1yr Return
7.3%
Total Assets
$12M
6M Money Flow
-$1M
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
0.0%
3yr Sharpe
-0.64
YTD Return
-5.1%
3yr Return
-6.9%
1yr Return
-4.5%
Total Assets
$14M
6M Money Flow
-$14M
Moderate Allocation
Expense Ratio
0.94%
TTM Yield
5.2%
3yr Sharpe
0.23
YTD Return
2.3%
3yr Return
20.5%
1yr Return
10.3%
Total Assets
$16M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
0.86%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
3.2%
3yr Return
-
1yr Return
-
Total Assets
$16M
6M Money Flow
-
Moderate Allocation
Expense Ratio
1.84%
TTM Yield
1.8%
3yr Sharpe
-0.55
YTD Return
3.6%
3yr Return
-1.3%
1yr Return
5.3%
Total Assets
$18M
6M Money Flow
-$557K
Moderate Allocation
Expense Ratio
1.03%
TTM Yield
3.1%
3yr Sharpe
-0.12
YTD Return
0.0%
3yr Return
9.6%
1yr Return
4.7%
Total Assets
$21M
6M Money Flow
-$463K
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
0.74%
TTM Yield
1.9%
3yr Sharpe
-0.06
YTD Return
-0.1%
3yr Return
12.2%
1yr Return
5.3%
Total Assets
$26M
6M Money Flow
$561K
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
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
1.69%
TTM Yield
2.0%
3yr Sharpe
-0.26
YTD Return
2.5%
3yr Return
5.7%
1yr Return
6.2%
Total Assets
$33M
6M Money Flow
-$770K
Moderate Allocation
Expense Ratio
1.22%
TTM Yield
2.8%
3yr Sharpe
-1.10
YTD Return
0.8%
3yr Return
1.2%
1yr Return
4.6%
Total Assets
$34M
6M Money Flow
-$13M
Moderate Allocation
Expense Ratio
1.39%
TTM Yield
1.3%
3yr Sharpe
-0.11
YTD Return
0.5%
3yr Return
10.2%
1yr Return
5.0%
Total Assets
$34M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.78%
TTM Yield
2.4%
3yr Sharpe
-0.39
YTD Return
2.3%
3yr Return
4.0%
1yr Return
5.4%
Total Assets
$35M
6M Money Flow
-$3M
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
0.99%
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
1.62%
TTM Yield
1.5%
3yr Sharpe
0.01
YTD Return
4.0%
3yr Return
13.9%
1yr Return
11.6%
Total Assets
$41M
6M Money Flow
-$2M
Moderate Allocation
Expense Ratio
1.20%
TTM Yield
4.7%
3yr Sharpe
-0.07
YTD Return
1.0%
3yr Return
11.8%
1yr Return
8.0%
Total Assets
$41M
6M Money Flow
-$199M
Moderate Allocation
Expense Ratio
4.05%
TTM Yield
6.6%
3yr Sharpe
0.15
YTD Return
2.5%
3yr Return
19.5%
1yr Return
9.4%
Total Assets
$43M
6M Money Flow
-$4M
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
0.45%
TTM Yield
7.0%
3yr Sharpe
-
YTD Return
-2.1%
3yr Return
-
1yr Return
7.5%
Total Assets
$48M
6M Money Flow
$912K
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
1.2%
3yr Sharpe
0.12
YTD Return
4.9%
3yr Return
18.0%
1yr Return
8.7%
Total Assets
$49M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
3.62%
TTM Yield
2.7%
3yr Sharpe
0.17
YTD Return
7.5%
3yr Return
18.3%
1yr Return
8.8%
Total Assets
$50M
6M Money Flow
-$3M
Moderate Allocation
Expense Ratio
1.21%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-1.3%
3yr Return
16.2%
1yr Return
5.0%
Total Assets
$51M
6M Money Flow
$815K
Moderate Allocation
Expense Ratio
1.55%
TTM Yield
0.6%
3yr Sharpe
0.01
YTD Return
2.2%
3yr Return
14.2%
1yr Return
8.2%
Total Assets
$54M
6M Money Flow
-$8M
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