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Moderately Conservative Allocationor search across All Categories

Statistics as of Jan 02, 2025

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Found total of 110 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.
Moderately Conservative Allocation
Expense Ratio
0.16%
TTM Yield
3.8%
3yr Sharpe
-0.33
YTD Return
-0.1%
3yr Return
3.2%
1yr Return
6.0%
Total Assets
$51B
6M Money Flow
-$2B
Moderately Conservative Allocation
Expense Ratio
0.88%
TTM Yield
3.6%
3yr Sharpe
-0.26
YTD Return
-0.1%
3yr Return
3.9%
1yr Return
6.2%
Total Assets
$12B
6M Money Flow
-$795M
Moderately Conservative Allocation
Expense Ratio
0.09%
TTM Yield
2.1%
3yr Sharpe
0.06
YTD Return
0.0%
3yr Return
14.3%
1yr Return
12.5%
Total Assets
$11B
6M Money Flow
$60M
Moderately Conservative Allocation
Expense Ratio
0.57%
TTM Yield
6.1%
3yr Sharpe
-0.26
YTD Return
0.0%
3yr Return
5.5%
1yr Return
7.8%
Total Assets
$10B
6M Money Flow
-$708M
Moderately Conservative Allocation
Expense Ratio
0.12%
TTM Yield
3.2%
3yr Sharpe
-0.33
YTD Return
0.0%
3yr Return
2.8%
1yr Return
8.1%
Total Assets
$10B
6M Money Flow
-$307M
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.8%
3yr Sharpe
-0.34
YTD Return
0.1%
3yr Return
2.0%
1yr Return
7.7%
Total Assets
$8B
6M Money Flow
-$640M
Moderately Conservative Allocation
Expense Ratio
0.60%
TTM Yield
3.9%
3yr Sharpe
-0.11
YTD Return
0.0%
3yr Return
9.3%
1yr Return
9.5%
Total Assets
$8B
6M Money Flow
-$74M
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
2.5%
3yr Sharpe
-0.06
YTD Return
-0.1%
3yr Return
10.5%
1yr Return
10.3%
Total Assets
$5B
6M Money Flow
$124M
Moderately Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.3%
3yr Sharpe
-0.32
YTD Return
0.0%
3yr Return
3.9%
1yr Return
8.1%
Total Assets
$4B
6M Money Flow
$123M
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
3.4%
3yr Sharpe
-0.39
YTD Return
0.0%
3yr Return
2.8%
1yr Return
7.3%
Total Assets
$4B
6M Money Flow
-$7M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.2%
3yr Sharpe
-0.38
YTD Return
0.1%
3yr Return
1.9%
1yr Return
7.2%
Total Assets
$4B
6M Money Flow
-$185M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
3.5%
3yr Sharpe
-0.50
YTD Return
0.0%
3yr Return
1.4%
1yr Return
5.9%
Total Assets
$4B
6M Money Flow
$82M
Moderately Conservative Allocation
Expense Ratio
0.80%
TTM Yield
3.8%
3yr Sharpe
-0.16
YTD Return
0.4%
3yr Return
7.5%
1yr Return
10.6%
Total Assets
$3B
6M Money Flow
$211M
Moderately Conservative Allocation
Expense Ratio
0.48%
TTM Yield
4.3%
3yr Sharpe
-0.08
YTD Return
0.0%
3yr Return
9.8%
1yr Return
9.4%
Total Assets
$2B
6M Money Flow
$22M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
2.7%
3yr Sharpe
-0.32
YTD Return
0.0%
3yr Return
3.4%
1yr Return
8.0%
Total Assets
$2B
6M Money Flow
-$75M
Moderately Conservative Allocation
Expense Ratio
0.92%
TTM Yield
3.5%
3yr Sharpe
-0.30
YTD Return
0.0%
3yr Return
3.5%
1yr Return
8.1%
Total Assets
$2B
6M Money Flow
-$123M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
3.0%
3yr Sharpe
-0.41
YTD Return
0.0%
3yr Return
2.4%
1yr Return
6.8%
Total Assets
$2B
6M Money Flow
-$114M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
4.3%
3yr Sharpe
-0.41
YTD Return
-0.1%
3yr Return
-0.2%
1yr Return
5.2%
Total Assets
$2B
6M Money Flow
-$198M
Moderately Conservative Allocation
Expense Ratio
0.67%
TTM Yield
3.7%
3yr Sharpe
-0.29
YTD Return
0.0%
3yr Return
5.0%
1yr Return
9.1%
Total Assets
$2B
6M Money Flow
-$92M
Moderately Conservative Allocation
Expense Ratio
0.91%
TTM Yield
2.5%
3yr Sharpe
-0.28
YTD Return
-0.1%
3yr Return
3.7%
1yr Return
9.2%
Total Assets
$2B
6M Money Flow
-$58M
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.1%
3yr Sharpe
-0.29
YTD Return
-0.1%
3yr Return
3.6%
1yr Return
8.4%
Total Assets
$2B
6M Money Flow
$89M
Moderately Conservative Allocation
Expense Ratio
1.00%
TTM Yield
2.0%
3yr Sharpe
-0.21
YTD Return
-0.1%
3yr Return
6.5%
1yr Return
8.6%
Total Assets
$1B
6M Money Flow
-$33M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
3.6%
3yr Sharpe
-0.32
YTD Return
-0.2%
3yr Return
2.5%
1yr Return
8.8%
Total Assets
$1B
6M Money Flow
-$43M
Moderately Conservative Allocation
Expense Ratio
0.56%
TTM Yield
3.4%
3yr Sharpe
-0.37
YTD Return
0.1%
3yr Return
2.8%
1yr Return
7.2%
Total Assets
$1B
6M Money Flow
-$37M
Moderately Conservative Allocation
Expense Ratio
1.02%
TTM Yield
2.9%
3yr Sharpe
-0.33
YTD Return
-0.1%
3yr Return
2.4%
1yr Return
8.4%
Total Assets
$1B
6M Money Flow
-$34M
Moderately Conservative Allocation
Expense Ratio
0.81%
TTM Yield
2.8%
3yr Sharpe
-0.36
YTD Return
-0.1%
3yr Return
2.0%
1yr Return
7.8%
Total Assets
$1B
6M Money Flow
-$61M
Moderately Conservative Allocation
Expense Ratio
0.85%
TTM Yield
6.2%
3yr Sharpe
-0.54
YTD Return
-0.3%
3yr Return
-2.9%
1yr Return
6.3%
Total Assets
$941M
6M Money Flow
-$87M
Moderately Conservative Allocation
Expense Ratio
0.84%
TTM Yield
2.5%
3yr Sharpe
-0.36
YTD Return
-0.1%
3yr Return
2.0%
1yr Return
8.6%
Total Assets
$884M
6M Money Flow
-$53M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
3.9%
3yr Sharpe
-0.45
YTD Return
0.0%
3yr Return
-0.3%
1yr Return
5.3%
Total Assets
$879M
6M Money Flow
-$121M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
2.3%
3yr Sharpe
-0.05
YTD Return
0.1%
3yr Return
10.9%
1yr Return
13.8%
Total Assets
$850M
6M Money Flow
-$17M
Moderately Conservative Allocation
Expense Ratio
1.10%
TTM Yield
3.5%
3yr Sharpe
-0.35
YTD Return
0.0%
3yr Return
2.7%
1yr Return
10.6%
Total Assets
$785M
6M Money Flow
-$51M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.0%
3yr Sharpe
-0.29
YTD Return
6.4%
3yr Return
4.3%
1yr Return
6.4%
Total Assets
$782M
6M Money Flow
$116M
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.2%
3yr Sharpe
-0.41
YTD Return
-0.2%
3yr Return
1.2%
1yr Return
6.9%
Total Assets
$751M
6M Money Flow
$134M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
7.0%
3yr Sharpe
-0.27
YTD Return
0.1%
3yr Return
1.5%
1yr Return
11.2%
Total Assets
$744M
6M Money Flow
-$110M
Moderately Conservative Allocation
Expense Ratio
0.10%
TTM Yield
3.0%
3yr Sharpe
-0.29
YTD Return
0.0%
3yr Return
4.4%
1yr Return
8.4%
Total Assets
$695M
6M Money Flow
-$37M
Moderately Conservative Allocation
Expense Ratio
0.90%
TTM Yield
3.2%
3yr Sharpe
-0.20
YTD Return
0.0%
3yr Return
6.7%
1yr Return
10.5%
Total Assets
$674M
6M Money Flow
-$42M
Moderately Conservative Allocation
Expense Ratio
0.44%
TTM Yield
3.1%
3yr Sharpe
-0.31
YTD Return
0.0%
3yr Return
2.8%
1yr Return
8.9%
Total Assets
$650M
6M Money Flow
$8M
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
2.9%
3yr Sharpe
-0.37
YTD Return
0.0%
3yr Return
1.7%
1yr Return
8.4%
Total Assets
$650M
6M Money Flow
-$51M
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
5.0%
3yr Sharpe
-0.37
YTD Return
0.1%
3yr Return
3.4%
1yr Return
6.7%
Total Assets
$566M
6M Money Flow
-$45M
Moderately Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.1%
3yr Sharpe
-0.25
YTD Return
0.0%
3yr Return
4.8%
1yr Return
8.5%
Total Assets
$545M
6M Money Flow
-$11M
Expense Ratio
0.50%
TTM Yield
2.5%
3yr Sharpe
-0.71
YTD Return
0.3%
3yr Return
-17.8%
1yr Return
0.9%
Total Assets
$530M
6M Money Flow
-$65M
Moderately Conservative Allocation
Expense Ratio
0.81%
TTM Yield
4.3%
3yr Sharpe
-0.25
YTD Return
0.0%
3yr Return
4.5%
1yr Return
9.5%
Total Assets
$525M
6M Money Flow
-$12M