Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Moderate Allocationor search across All Categories

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 223 distinct funds
Download top 1000 CSV
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
0.56%
TTM Yield
2.1%
3yr Sharpe
0.18
YTD Return
0.4%
3yr Return
20.1%
1yr Return
9.5%
Total Assets
$241B
6M Money Flow
-$3B
Moderate Allocation
Expense Ratio
0.17%
TTM Yield
2.4%
3yr Sharpe
0.14
YTD Return
-0.9%
3yr Return
18.9%
1yr Return
8.7%
Total Assets
$113B
6M Money Flow
-$4B
Moderate Allocation
Expense Ratio
0.71%
TTM Yield
5.5%
3yr Sharpe
-0.08
YTD Return
2.7%
3yr Return
11.0%
1yr Return
8.4%
Total Assets
$75B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.07%
TTM Yield
2.3%
3yr Sharpe
0.08
YTD Return
-1.1%
3yr Return
17.2%
1yr Return
8.3%
Total Assets
$57B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.4%
3yr Return
17.3%
1yr Return
5.9%
Total Assets
$54B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.47%
TTM Yield
1.8%
3yr Sharpe
0.12
YTD Return
-1.9%
3yr Return
18.8%
1yr Return
7.2%
Total Assets
$52B
6M Money Flow
-$2B
Moderate Allocation
Expense Ratio
0.48%
TTM Yield
1.8%
3yr Sharpe
0.16
YTD Return
-3.0%
3yr Return
20.8%
1yr Return
6.3%
Total Assets
$30B
6M Money Flow
-$967M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.1%
3yr Sharpe
0.07
YTD Return
-1.3%
3yr Return
17.0%
1yr Return
7.3%
Total Assets
$26B
6M Money Flow
-$629M
Moderate Allocation
Expense Ratio
0.30%
TTM Yield
2.4%
3yr Sharpe
-0.03
YTD Return
0.4%
3yr Return
12.5%
1yr Return
5.7%
Total Assets
$23B
6M Money Flow
-$1B
Moderate Allocation
Expense Ratio
0.13%
TTM Yield
2.8%
3yr Sharpe
0.01
YTD Return
0.9%
3yr Return
14.1%
1yr Return
7.5%
Total Assets
$21B
6M Money Flow
-$571M
Moderate Allocation
Expense Ratio
0.52%
TTM Yield
2.6%
3yr Sharpe
0.22
YTD Return
5.3%
3yr Return
21.5%
1yr Return
10.4%
Total Assets
$15B
6M Money Flow
-$527M
Moderate Allocation
Expense Ratio
0.66%
TTM Yield
2.2%
3yr Sharpe
0.07
YTD Return
1.4%
3yr Return
16.5%
1yr Return
8.1%
Total Assets
$15B
6M Money Flow
-$216M
Moderate Allocation
Expense Ratio
0.77%
TTM Yield
2.1%
3yr Sharpe
0.03
YTD Return
0.6%
3yr Return
15.0%
1yr Return
6.0%
Total Assets
$12B
6M Money Flow
-$542M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
1.9%
3yr Sharpe
0.12
YTD Return
-1.1%
3yr Return
18.5%
1yr Return
7.3%
Total Assets
$9B
6M Money Flow
-$233M
Moderate Allocation
Expense Ratio
0.68%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
19.4%
1yr Return
7.5%
Total Assets
$9B
6M Money Flow
-$122M
Moderate Allocation
Expense Ratio
0.55%
TTM Yield
2.4%
3yr Sharpe
-0.10
YTD Return
0.8%
3yr Return
10.7%
1yr Return
6.0%
Total Assets
$9B
6M Money Flow
-$344M
Moderate Allocation
Expense Ratio
0.62%
TTM Yield
2.0%
3yr Sharpe
0.08
YTD Return
-1.3%
3yr Return
17.2%
1yr Return
7.3%
Total Assets
$9B
6M Money Flow
-$363M
Moderate Allocation
Expense Ratio
0.72%
TTM Yield
2.4%
3yr Sharpe
0.05
YTD Return
2.9%
3yr Return
15.4%
1yr Return
7.1%
Total Assets
$8B
6M Money Flow
-$386M
Moderate Allocation
Expense Ratio
0.20%
TTM Yield
3.0%
3yr Sharpe
-0.08
YTD Return
0.8%
3yr Return
10.9%
1yr Return
6.2%
Total Assets
$7B
6M Money Flow
-$571M
Moderate Allocation
Expense Ratio
1.24%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
0.5%
3yr Return
20.0%
1yr Return
8.1%
Total Assets
$6B
6M Money Flow
-$172M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.6%
3yr Sharpe
-0.08
YTD Return
1.3%
3yr Return
11.1%
1yr Return
5.9%
Total Assets
$6B
6M Money Flow
-$429M
Moderate Allocation
Expense Ratio
0.85%
TTM Yield
2.1%
3yr Sharpe
0.07
YTD Return
1.6%
3yr Return
16.6%
1yr Return
6.4%
Total Assets
$6B
6M Money Flow
-$397M
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
0.96%
TTM Yield
3.0%
3yr Sharpe
0.00
YTD Return
0.7%
3yr Return
14.0%
1yr Return
6.8%
Total Assets
$5B
6M Money Flow
-$159M
Moderate Allocation
Expense Ratio
0.57%
TTM Yield
4.7%
3yr Sharpe
-0.20
YTD Return
2.9%
3yr Return
7.3%
1yr Return
10.5%
Total Assets
$5B
6M Money Flow
-$48M
Moderate Allocation
Expense Ratio
0.95%
TTM Yield
2.7%
3yr Sharpe
0.08
YTD Return
0.1%
3yr Return
17.0%
1yr Return
6.9%
Total Assets
$5B
6M Money Flow
-$43M
Moderate Allocation
Expense Ratio
0.60%
TTM Yield
2.2%
3yr Sharpe
0.09
YTD Return
1.7%
3yr Return
17.4%
1yr Return
8.1%
Total Assets
$5B
6M Money Flow
-$151M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
2.3%
3yr Sharpe
-0.04
YTD Return
-1.3%
3yr Return
12.9%
1yr Return
6.3%
Total Assets
$5B
6M Money Flow
-$393M
Moderate Allocation
Expense Ratio
1.07%
TTM Yield
1.8%
3yr Sharpe
0.04
YTD Return
0.5%
3yr Return
15.3%
1yr Return
7.7%
Total Assets
$5B
6M Money Flow
-$208M
Moderate Allocation
Expense Ratio
0.64%
TTM Yield
2.1%
3yr Sharpe
-0.07
YTD Return
0.5%
3yr Return
11.6%
1yr Return
6.0%
Total Assets
$4B
6M Money Flow
-$34M
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
1.06%
TTM Yield
2.4%
3yr Sharpe
-0.02
YTD Return
-1.1%
3yr Return
13.5%
1yr Return
6.1%
Total Assets
$4B
6M Money Flow
-$41M
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
0.25%
TTM Yield
2.8%
3yr Sharpe
0.09
YTD Return
0.2%
3yr Return
17.2%
1yr Return
6.6%
Total Assets
$4B
6M Money Flow
-$236M
Moderate Allocation
Expense Ratio
0.90%
TTM Yield
4.4%
3yr Sharpe
-0.14
YTD Return
2.8%
3yr Return
8.8%
1yr Return
7.0%
Total Assets
$3B
6M Money Flow
-$178M
Moderate Allocation
Expense Ratio
1.09%
TTM Yield
2.7%
3yr Sharpe
-0.08
YTD Return
1.2%
3yr Return
11.1%
1yr Return
5.1%
Total Assets
$3B
6M Money Flow
-$103M
Moderate Allocation
Expense Ratio
0.14%
TTM Yield
2.5%
3yr Sharpe
0.15
YTD Return
-1.7%
3yr Return
19.1%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$91M
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
0.30%
TTM Yield
2.0%
3yr Sharpe
-0.21
YTD Return
-1.5%
3yr Return
6.5%
1yr Return
2.1%
Total Assets
$2B
6M Money Flow
-$79M
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
0.93%
TTM Yield
2.9%
3yr Sharpe
0.21
YTD Return
-0.1%
3yr Return
21.7%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$6M
Moderate Allocation
Expense Ratio
0.93%
TTM Yield
2.0%
3yr Sharpe
0.21
YTD Return
-2.0%
3yr Return
22.1%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$139K