Moderately Aggressive Allocationor search across All Categories
Statistics as of Apr 02, 2025
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Found total of 85 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.
| Name | Expense Ratio ▼ | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 3.90% | TTM Yield 7.5% | 3yr Sharpe 0.06 | YTD Return -6.2% | 3yr Return 19.5% | 1yr Return 8.7% | Total Assets $3B | 6M Money Flow -$52M | |
Expense Ratio 2.70% | TTM Yield 7.3% | 3yr Sharpe 0.44 | YTD Return -4.6% | 3yr Return 42.7% | 1yr Return 14.3% | Total Assets $289M | 6M Money Flow -$25M | |
Expense Ratio 2.53% | TTM Yield 6.3% | 3yr Sharpe -0.20 | YTD Return -0.9% | 3yr Return 1.8% | 1yr Return 8.2% | Total Assets $2B | 6M Money Flow -$55M | |
Expense Ratio 2.50% | TTM Yield 3.5% | 3yr Sharpe -0.29 | YTD Return -3.9% | 3yr Return 2.4% | 1yr Return 3.6% | Total Assets $12M | 6M Money Flow -$6M | |
Expense Ratio 2.62% Expense Ratio 3.12% | ||||||||
Expense Ratio 2.28% | TTM Yield 1.6% | 3yr Sharpe 0.05 | YTD Return -1.7% | 3yr Return 16.3% | 1yr Return 4.2% | Total Assets $1M | 6M Money Flow $16K | |
Expense Ratio 3.28% Expense Ratio 2.53% | ||||||||
Expense Ratio 1.77% | TTM Yield 0.5% | 3yr Sharpe -0.17 | YTD Return -0.6% | 3yr Return 8.7% | 1yr Return 7.1% | Total Assets $51M | 6M Money Flow -$3M | |
Expense Ratio 1.50% | TTM Yield 1.8% | 3yr Sharpe -0.18 | YTD Return -9.2% | 3yr Return 5.8% | 1yr Return 12.0% | Total Assets $98M | 6M Money Flow -$4M | |
Expense Ratio 1.45% | TTM Yield 0.1% | 3yr Sharpe 0.07 | YTD Return -2.7% | 3yr Return 16.6% | 1yr Return 9.1% | Total Assets $181M | 6M Money Flow -$24M | |
Expense Ratio 1.05% Expense Ratio 2.05% Expense Ratio 1.30% | ||||||||
Expense Ratio 1.30% | TTM Yield 1.4% | 3yr Sharpe -0.40 | YTD Return -4.5% | 3yr Return -2.8% | 1yr Return -0.5% | Total Assets $124M | 6M Money Flow -$5M | |
Expense Ratio 1.55% | ||||||||
Expense Ratio 1.27% | TTM Yield 1.8% | 3yr Sharpe 0.02 | YTD Return 0.6% | 3yr Return 14.5% | 1yr Return 4.9% | Total Assets $383M | 6M Money Flow -$12M | |
Expense Ratio 1.27% | TTM Yield 0.5% | 3yr Sharpe 0.17 | YTD Return 2.3% | 3yr Return 19.9% | 1yr Return 6.3% | Total Assets $43M | 6M Money Flow -$734K | |
Expense Ratio 1.26% | TTM Yield 1.1% | 3yr Sharpe 0.06 | YTD Return 0.0% | 3yr Return 17.0% | 1yr Return 6.5% | Total Assets $294M | 6M Money Flow -$19M | |
Expense Ratio 1.01% Expense Ratio 2.01% Expense Ratio 1.43% Expense Ratio 0.93% | ||||||||
Expense Ratio 1.24% | TTM Yield 1.5% | 3yr Sharpe 0.03 | YTD Return 0.2% | 3yr Return 15.4% | 1yr Return 6.4% | Total Assets $574M | 6M Money Flow -$49M | |
Expense Ratio 1.99% Expense Ratio 0.99% Expense Ratio 1.44% Expense Ratio 0.94% | ||||||||
Expense Ratio 1.15% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -0.1% | 3yr Return 27.5% | 1yr Return 7.6% | Total Assets $11B | 6M Money Flow -$196M | |
Expense Ratio 1.12% | TTM Yield 2.0% | 3yr Sharpe 0.00 | YTD Return -1.4% | 3yr Return 14.4% | 1yr Return 5.8% | Total Assets $5B | 6M Money Flow -$25M | |
Expense Ratio 0.91% | ||||||||
Expense Ratio 1.12% | TTM Yield 1.6% | 3yr Sharpe 0.12 | YTD Return -0.8% | 3yr Return 19.1% | 1yr Return 6.7% | Total Assets $490M | 6M Money Flow -$20M | |
Expense Ratio 0.81% Expense Ratio 1.83% Expense Ratio 1.49% | ||||||||
Expense Ratio 1.09% | TTM Yield 1.3% | 3yr Sharpe 0.11 | YTD Return -0.1% | 3yr Return 18.8% | 1yr Return 8.0% | Total Assets $3B | 6M Money Flow -$123M | |
Expense Ratio 0.94% Expense Ratio 0.80% Expense Ratio 1.88% Expense Ratio 1.04% Expense Ratio 1.35% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.7% | 3yr Sharpe -0.05 | YTD Return -1.4% | 3yr Return 12.1% | 1yr Return 6.8% | Total Assets $602M | 6M Money Flow -$51M | |
Expense Ratio 1.84% Expense Ratio 0.84% | ||||||||
Expense Ratio 1.08% | TTM Yield 0.6% | 3yr Sharpe 0.23 | YTD Return -5.5% | 3yr Return 27.7% | 1yr Return 3.0% | Total Assets $1B | 6M Money Flow -$29M | |
Expense Ratio 0.76% Expense Ratio 1.83% Expense Ratio 1.01% | ||||||||
Expense Ratio 1.07% | TTM Yield 4.5% | 3yr Sharpe 0.10 | YTD Return -7.5% | 3yr Return 20.4% | 1yr Return 9.1% | Total Assets $666M | 6M Money Flow -$12M | |
Expense Ratio 1.07% | TTM Yield 1.5% | 3yr Sharpe - | YTD Return -0.6% | 3yr Return - | 1yr Return 3.0% | Total Assets $4M | 6M Money Flow $2M | |
Expense Ratio 1.06% | TTM Yield 3.3% | 3yr Sharpe 0.40 | YTD Return 0.5% | 3yr Return 28.4% | 1yr Return 8.8% | Total Assets $10B | 6M Money Flow -$365M | |
Expense Ratio 0.99% | ||||||||
Expense Ratio 1.06% | TTM Yield 1.7% | 3yr Sharpe 0.06 | YTD Return 0.0% | 3yr Return 16.4% | 1yr Return 8.5% | Total Assets $525M | 6M Money Flow -$29M | |
Expense Ratio 1.90% Expense Ratio 0.78% Expense Ratio 1.40% Expense Ratio 0.78% Expense Ratio 1.09% Expense Ratio 0.68% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.8% | 3yr Sharpe 0.12 | YTD Return -3.8% | 3yr Return 19.7% | 1yr Return 8.0% | Total Assets $3B | 6M Money Flow -$73M | |
Expense Ratio 0.80% Expense Ratio 1.80% Expense Ratio 0.73% | ||||||||
Expense Ratio 1.03% | TTM Yield 1.5% | 3yr Sharpe 0.07 | YTD Return -1.3% | 3yr Return 17.1% | 1yr Return 7.2% | Total Assets $1B | 6M Money Flow -$68M | |
Expense Ratio 0.78% Expense Ratio 1.78% Expense Ratio 0.70% Expense Ratio 1.28% | ||||||||
Expense Ratio 1.02% | TTM Yield 0.7% | 3yr Sharpe 0.22 | YTD Return -2.8% | 3yr Return 24.2% | 1yr Return 6.4% | Total Assets $25M | 6M Money Flow $126K | |
Expense Ratio 1.01% | TTM Yield 2.1% | 3yr Sharpe 0.31 | YTD Return -0.6% | 3yr Return 28.0% | 1yr Return 9.0% | Total Assets $3B | 6M Money Flow -$72M | |
Expense Ratio 0.68% Expense Ratio 0.76% Expense Ratio 1.76% Expense Ratio 1.26% Expense Ratio 0.78% | ||||||||
Expense Ratio 1.00% | TTM Yield 2.0% | 3yr Sharpe -0.18 | YTD Return 0.2% | 3yr Return 7.2% | 1yr Return 3.9% | Total Assets $51M | 6M Money Flow -$3M | |
Expense Ratio 1.00% | TTM Yield 1.7% | 3yr Sharpe 0.08 | YTD Return 2.2% | 3yr Return 16.7% | 1yr Return 4.5% | Total Assets $28M | 6M Money Flow -$1M | |
Expense Ratio 0.98% | TTM Yield 1.6% | 3yr Sharpe 0.34 | YTD Return 3.8% | 3yr Return 30.1% | 1yr Return 10.4% | Total Assets $260M | 6M Money Flow -$7M | |
Expense Ratio 0.67% Expense Ratio 1.75% | ||||||||
Expense Ratio 0.97% | TTM Yield 1.1% | 3yr Sharpe 0.03 | YTD Return -2.6% | 3yr Return 15.7% | 1yr Return 6.3% | Total Assets $115M | 6M Money Flow -$7M | |
Expense Ratio 1.15% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.97% | TTM Yield 5.3% | 3yr Sharpe 0.17 | YTD Return 1.2% | 3yr Return 20.7% | 1yr Return 0.5% | Total Assets $86M | 6M Money Flow -$18M | |
Expense Ratio 1.22% | ||||||||
Expense Ratio 0.95% | TTM Yield 2.1% | 3yr Sharpe 0.00 | YTD Return 1.0% | 3yr Return 14.0% | 1yr Return 5.9% | Total Assets $6B | 6M Money Flow -$370M | |
Expense Ratio 0.62% Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.70% Expense Ratio 0.95% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe -0.16 | YTD Return -1.3% | 3yr Return 8.6% | 1yr Return 2.9% | Total Assets $152M | 6M Money Flow -$10M | |
Expense Ratio 0.95% | TTM Yield 4.4% | 3yr Sharpe 0.27 | YTD Return 2.9% | 3yr Return 22.5% | 1yr Return 10.1% | Total Assets $41M | 6M Money Flow -$11M | |
Expense Ratio 0.93% | TTM Yield 2.4% | 3yr Sharpe 0.00 | YTD Return -0.2% | 3yr Return 13.8% | 1yr Return 6.1% | Total Assets $840M | 6M Money Flow -$65M | |
Expense Ratio 1.43% | ||||||||
Expense Ratio 0.91% | TTM Yield 5.5% | 3yr Sharpe 0.13 | YTD Return -2.3% | 3yr Return 23.1% | 1yr Return 15.3% | Total Assets $161M | 6M Money Flow -$7M | |
Expense Ratio 0.97% Expense Ratio 1.23% Expense Ratio 1.98% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.91% | TTM Yield 2.8% | 3yr Sharpe 0.02 | YTD Return 4.8% | 3yr Return 14.6% | 1yr Return 6.0% | Total Assets $33M | 6M Money Flow -$4M | |
Expense Ratio 0.90% | TTM Yield 1.2% | 3yr Sharpe -0.42 | YTD Return 1.2% | 3yr Return -4.8% | 1yr Return -1.3% | Total Assets $106M | 6M Money Flow -$10M | |
Expense Ratio 0.89% | TTM Yield 2.5% | 3yr Sharpe -0.07 | YTD Return -1.6% | 3yr Return 11.2% | 1yr Return 3.3% | Total Assets $800M | 6M Money Flow -$38M | |
Expense Ratio 1.10% Expense Ratio 0.64% Expense Ratio 1.85% Expense Ratio 1.15% | ||||||||
Expense Ratio 0.88% | TTM Yield 1.8% | 3yr Sharpe 0.35 | YTD Return 4.5% | 3yr Return 28.2% | 1yr Return 12.7% | Total Assets $1B | 6M Money Flow -$16M | |
Expense Ratio 1.15% Expense Ratio 0.84% Expense Ratio 1.91% | ||||||||
Expense Ratio 0.87% | TTM Yield 1.8% | 3yr Sharpe 0.02 | YTD Return -1.4% | 3yr Return 14.5% | 1yr Return 5.6% | Total Assets $133M | 6M Money Flow $9M | |
Expense Ratio 1.14% Expense Ratio 1.22% Expense Ratio 1.64% Expense Ratio 0.62% | ||||||||