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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.
NameExpense RatioTTM Yield3yr Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Expense Ratio
0.60%
TTM Yield
2.9%
3yr Sharpe
-0.43
YTD Return
3.3%
3yr Return
-0.1%
1yr Return
4.8%
Total Assets
$355M
6M Money Flow
-$48M
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.86%
TTM Yield
3.8%
3yr Sharpe
-0.22
YTD Return
0.7%
3yr Return
4.8%
1yr Return
3.5%
Total Assets
$32M
6M Money Flow
$3M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.46%
TTM Yield
2.2%
3yr Sharpe
-0.12
YTD Return
-0.7%
3yr Return
9.1%
1yr Return
4.0%
Total Assets
$2B
6M Money Flow
-$113M
Moderately Aggressive Allocation
Expense Ratio
0.45%
TTM Yield
2.6%
3yr Sharpe
-0.12
YTD Return
-0.8%
3yr Return
9.4%
1yr Return
3.8%
Total Assets
$938M
6M Money Flow
-$39M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.48%
TTM Yield
1.7%
3yr Sharpe
-0.04
YTD Return
-0.4%
3yr Return
12.4%
1yr Return
5.0%
Total Assets
$111M
6M Money Flow
$922K
Moderately Aggressive Allocation
Expense Ratio
0.80%
TTM Yield
1.5%
3yr Sharpe
-0.03
YTD Return
-1.0%
3yr Return
12.7%
1yr Return
5.8%
Total Assets
$548M
6M Money Flow
-$46M
Moderately Aggressive Allocation
Expense Ratio
0.84%
TTM Yield
2.1%
3yr Sharpe
-0.03
YTD Return
-0.7%
3yr Return
13.3%
1yr Return
5.8%
Total Assets
$249M
6M Money Flow
-$14M
Moderately Aggressive Allocation
Expense Ratio
0.18%
TTM Yield
2.4%
3yr Sharpe
-0.02
YTD Return
0.2%
3yr Return
13.2%
1yr Return
6.3%
Total Assets
$8B
6M Money Flow
-$621M
Moderately Aggressive Allocation
Expense Ratio
0.64%
TTM Yield
1.9%
3yr Sharpe
-0.02
YTD Return
0.1%
3yr Return
13.4%
1yr Return
6.0%
Total Assets
$7B
6M Money Flow
-$94M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.68%
TTM Yield
2.0%
3yr Sharpe
0.00
YTD Return
0.6%
3yr Return
13.9%
1yr Return
7.5%
Total Assets
$1B
6M Money Flow
-$28M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.42%
TTM Yield
3.0%
3yr Sharpe
0.02
YTD Return
1.6%
3yr Return
14.6%
1yr Return
5.9%
Total Assets
$1B
6M Money Flow
$113M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.63%
TTM Yield
2.5%
3yr Sharpe
0.02
YTD Return
2.1%
3yr Return
14.0%
1yr Return
9.0%
Total Assets
$5B
6M Money Flow
-$252M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.85%
TTM Yield
0.8%
3yr Sharpe
0.03
YTD Return
-3.2%
3yr Return
15.4%
1yr Return
7.7%
Total Assets
$34M
6M Money Flow
-$4M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.39%
TTM Yield
2.7%
3yr Sharpe
0.04
YTD Return
1.0%
3yr Return
15.6%
1yr Return
7.7%
Total Assets
$1B
6M Money Flow
-$35M
Moderately Aggressive Allocation
Expense Ratio
0.64%
TTM Yield
1.9%
3yr Sharpe
0.05
YTD Return
1.3%
3yr Return
15.6%
1yr Return
7.2%
Total Assets
$3B
6M Money Flow
-$72M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.50%
TTM Yield
3.2%
3yr Sharpe
0.05
YTD Return
-0.3%
3yr Return
16.3%
1yr Return
6.4%
Total Assets
$870M
6M Money Flow
-$69M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.49%
TTM Yield
1.3%
3yr Sharpe
0.06
YTD Return
-0.8%
3yr Return
16.6%
1yr Return
7.8%
Total Assets
$439M
6M Money Flow
-$40M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.81%
TTM Yield
2.0%
3yr Sharpe
0.06
YTD Return
-0.5%
3yr Return
16.6%
1yr Return
5.4%
Total Assets
$296M
6M Money Flow
-$16M
Moderately Aggressive Allocation
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
Moderately Aggressive Allocation
Expense Ratio
0.79%
TTM Yield
1.9%
3yr Sharpe
0.07
YTD Return
0.1%
3yr Return
16.7%
1yr Return
7.4%
Total Assets
$649M
6M Money Flow
-$28M
Moderately Aggressive Allocation
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