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Moderately Aggressive Allocationor search across All Categories

Statistics as of Jun 06, 2025

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Found total of 48 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
Moderately Aggressive Allocation
Expense Ratio
0.63%
TTM Yield
2.5%
3yr Sharpe
0.18
YTD Return
3.6%
3yr Return
23.0%
1yr Return
9.9%
Total Assets
$5B
6M Money Flow
-$236M
Moderately Aggressive Allocation
Expense Ratio
1.12%
TTM Yield
1.9%
3yr Sharpe
0.31
YTD Return
3.2%
3yr Return
29.5%
1yr Return
9.4%
Total Assets
$5B
6M Money Flow
-$32M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
1.3%
3yr Sharpe
0.39
YTD Return
4.1%
3yr Return
33.1%
1yr Return
10.6%
Total Assets
$3B
6M Money Flow
-$131M
Moderately Aggressive Allocation
Expense Ratio
3.90%
TTM Yield
7.0%
3yr Sharpe
0.43
YTD Return
1.5%
3yr Return
51.4%
1yr Return
13.6%
Total Assets
$3B
6M Money Flow
-$52M
Moderately Aggressive Allocation
Expense Ratio
1.05%
TTM Yield
0.7%
3yr Sharpe
0.49
YTD Return
3.0%
3yr Return
39.2%
1yr Return
12.8%
Total Assets
$3B
6M Money Flow
-$94M
Moderately Aggressive Allocation
Expense Ratio
1.01%
TTM Yield
1.9%
3yr Sharpe
0.65
YTD Return
5.2%
3yr Return
46.1%
1yr Return
11.7%
Total Assets
$3B
6M Money Flow
-$87M
Moderately Aggressive Allocation
Expense Ratio
0.33%
TTM Yield
1.8%
3yr Sharpe
0.42
YTD Return
5.1%
3yr Return
34.9%
1yr Return
10.4%
Total Assets
$2B
6M Money Flow
$315M
Moderately Aggressive Allocation
Expense Ratio
2.53%
TTM Yield
6.3%
3yr Sharpe
0.02
YTD Return
1.2%
3yr Return
18.4%
1yr Return
9.0%
Total Assets
$2B
6M Money Flow
-$55M
Expense Ratio
0.47%
TTM Yield
9.8%
3yr Sharpe
0.45
YTD Return
0.7%
3yr Return
37.7%
1yr Return
13.4%
Total Assets
$2B
6M Money Flow
-
Moderately Aggressive Allocation
Expense Ratio
1.02%
TTM Yield
2.0%
3yr Sharpe
0.39
YTD Return
4.0%
3yr Return
33.0%
1yr Return
10.5%
Total Assets
$2B
6M Money Flow
-$144M
Moderately Aggressive Allocation
Expense Ratio
1.08%
TTM Yield
0.6%
3yr Sharpe
0.41
YTD Return
1.6%
3yr Return
43.2%
1yr Return
8.9%
Total Assets
$1B
6M Money Flow
-$133M
Moderately Aggressive Allocation
Expense Ratio
0.88%
TTM Yield
1.7%
3yr Sharpe
0.54
YTD Return
7.2%
3yr Return
38.4%
1yr Return
13.5%
Total Assets
$1B
6M Money Flow
-$14M
Moderately Aggressive Allocation
Expense Ratio
0.85%
TTM Yield
1.9%
3yr Sharpe
0.44
YTD Return
5.1%
3yr Return
35.0%
1yr Return
10.4%
Total Assets
$1B
6M Money Flow
-$42M
Moderately Aggressive Allocation
Expense Ratio
1.03%
TTM Yield
1.4%
3yr Sharpe
0.38
YTD Return
4.2%
3yr Return
33.7%
1yr Return
9.8%
Total Assets
$1B
6M Money Flow
-$60M
Moderately Aggressive Allocation
Expense Ratio
0.58%
TTM Yield
1.6%
3yr Sharpe
0.40
YTD Return
4.9%
3yr Return
33.0%
1yr Return
10.5%
Total Assets
$720M
6M Money Flow
-$26M
Moderately Aggressive Allocation
Expense Ratio
1.07%
TTM Yield
4.3%
3yr Sharpe
0.53
YTD Return
-2.6%
3yr Return
50.9%
1yr Return
11.8%
Total Assets
$708M
6M Money Flow
-$12M
Moderately Aggressive Allocation
Expense Ratio
1.09%
TTM Yield
2.6%
3yr Sharpe
0.27
YTD Return
3.7%
3yr Return
27.9%
1yr Return
10.1%
Total Assets
$623M
6M Money Flow
-$48M
Moderately Aggressive Allocation
Expense Ratio
0.80%
TTM Yield
1.5%
3yr Sharpe
0.24
YTD Return
0.6%
3yr Return
23.9%
1yr Return
6.5%
Total Assets
$549M
6M Money Flow
-$46M
Moderately Aggressive Allocation
Expense Ratio
0.78%
TTM Yield
1.2%
3yr Sharpe
0.44
YTD Return
-2.9%
3yr Return
46.6%
1yr Return
-2.1%
Total Assets
$532M
6M Money Flow
-$8M
Moderately Aggressive Allocation
Expense Ratio
1.07%
TTM Yield
1.6%
3yr Sharpe
0.37
YTD Return
4.1%
3yr Return
32.0%
1yr Return
10.2%
Total Assets
$508M
6M Money Flow
-$19M
Moderately Aggressive Allocation
Expense Ratio
1.00%
TTM Yield
1.2%
3yr Sharpe
0.37
YTD Return
4.0%
3yr Return
33.0%
1yr Return
11.1%
Total Assets
$454M
6M Money Flow
-$33M
Expense Ratio
0.60%
TTM Yield
2.9%
3yr Sharpe
-0.28
YTD Return
3.0%
3yr Return
7.2%
1yr Return
5.7%
Total Assets
$342M
6M Money Flow
-$44M
Moderately Aggressive Allocation
Expense Ratio
0.36%
TTM Yield
2.4%
3yr Sharpe
0.35
YTD Return
4.2%
3yr Return
32.1%
1yr Return
9.8%
Total Assets
$329M
6M Money Flow
-$23M
Moderately Aggressive Allocation
Expense Ratio
2.70%
TTM Yield
7.2%
3yr Sharpe
0.59
YTD Return
-0.1%
3yr Return
57.6%
1yr Return
17.3%
Total Assets
$278M
6M Money Flow
-$25M
Expense Ratio
0.98%
TTM Yield
1.6%
3yr Sharpe
0.56
YTD Return
6.4%
3yr Return
42.9%
1yr Return
11.8%
Total Assets
$264M
6M Money Flow
-$9M
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
2.0%
3yr Sharpe
0.28
YTD Return
5.1%
3yr Return
27.7%
1yr Return
10.4%
Total Assets
$263M
6M Money Flow
-$14M
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
2.2%
3yr Sharpe
0.40
YTD Return
4.5%
3yr Return
33.6%
1yr Return
10.4%
Total Assets
$206M
6M Money Flow
-$142M
Moderately Aggressive Allocation
Expense Ratio
1.45%
TTM Yield
0.1%
3yr Sharpe
0.57
YTD Return
0.9%
3yr Return
35.0%
1yr Return
12.0%
Total Assets
$183M
6M Money Flow
-$20M
Expense Ratio
0.91%
TTM Yield
5.5%
3yr Sharpe
0.24
YTD Return
-1.6%
3yr Return
31.2%
1yr Return
14.5%
Total Assets
$163M
6M Money Flow
-$7M
Moderately Aggressive Allocation
Expense Ratio
0.95%
TTM Yield
1.4%
3yr Sharpe
0.06
YTD Return
-0.2%
3yr Return
17.0%
1yr Return
3.6%
Total Assets
$152M
6M Money Flow
-$8M
Moderately Aggressive Allocation
Expense Ratio
3.25%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.6%
3yr Return
-
1yr Return
-3.7%
Total Assets
$148M
6M Money Flow
$10M
Moderately Aggressive Allocation
Expense Ratio
1.31%
TTM Yield
1.5%
3yr Sharpe
-0.18
YTD Return
-3.8%
3yr Return
7.0%
1yr Return
0.6%
Total Assets
$124M
6M Money Flow
-$5M
Moderately Aggressive Allocation
Expense Ratio
0.70%
TTM Yield
2.7%
3yr Sharpe
0.37
YTD Return
4.5%
3yr Return
31.6%
1yr Return
9.6%
Total Assets
$120M
6M Money Flow
-$8M
Moderately Aggressive Allocation
Expense Ratio
0.97%
TTM Yield
1.0%
3yr Sharpe
0.32
YTD Return
1.0%
3yr Return
31.1%
1yr Return
9.1%
Total Assets
$119M
6M Money Flow
-$4M
Expense Ratio
0.90%
TTM Yield
1.2%
3yr Sharpe
-0.19
YTD Return
3.0%
3yr Return
6.4%
1yr Return
1.8%
Total Assets
$105M
6M Money Flow
-$10M
Moderately Aggressive Allocation
Expense Ratio
1.50%
TTM Yield
1.8%
3yr Sharpe
0.06
YTD Return
-6.9%
3yr Return
19.0%
1yr Return
18.2%
Total Assets
$100M
6M Money Flow
-$4M
Moderately Aggressive Allocation
Expense Ratio
1.00%
TTM Yield
1.9%
3yr Sharpe
0.07
YTD Return
3.7%
3yr Return
18.4%
1yr Return
6.2%
Total Assets
$53M
6M Money Flow
-$3M
Moderately Aggressive Allocation
Expense Ratio
1.77%
TTM Yield
0.5%
3yr Sharpe
0.02
YTD Return
2.8%
3yr Return
15.8%
1yr Return
8.2%
Total Assets
$51M
6M Money Flow
-$2M
Moderately Aggressive Allocation
Expense Ratio
1.16%
TTM Yield
0.5%
3yr Sharpe
0.28
YTD Return
2.8%
3yr Return
25.5%
1yr Return
7.4%
Total Assets
$44M
6M Money Flow
-$309K
Moderately Aggressive Allocation
Expense Ratio
0.95%
TTM Yield
3.9%
3yr Sharpe
0.45
YTD Return
5.2%
3yr Return
30.3%
1yr Return
12.4%
Total Assets
$41M
6M Money Flow
-$11M
Moderately Aggressive Allocation
Expense Ratio
0.86%
TTM Yield
4.0%
3yr Sharpe
-0.17
YTD Return
1.5%
3yr Return
8.6%
1yr Return
5.1%
Total Assets
$34M
6M Money Flow
$1M
Moderately Aggressive Allocation
Expense Ratio
0.91%
TTM Yield
2.8%
3yr Sharpe
-0.07
YTD Return
3.8%
3yr Return
13.5%
1yr Return
6.2%
Total Assets
$31M
6M Money Flow
-$5M