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

Moderately Conservative Allocationor search across All Categories

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 110 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 Assets6M Money Flow
Moderately Conservative Allocation
Expense Ratio
0.16%
TTM Yield
3.8%
3yr Sharpe
-0.12
YTD Return
3.2%
3yr Return
10.4%
1yr Return
8.2%
Total Assets
$50B
6M Money Flow
-$3B
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
3.5%
3yr Sharpe
-0.08
YTD Return
3.2%
3yr Return
11.1%
1yr Return
8.2%
Total Assets
$12B
6M Money Flow
-$794M
Moderately Conservative Allocation
Expense Ratio
0.57%
TTM Yield
6.0%
3yr Sharpe
-0.05
YTD Return
2.4%
3yr Return
12.4%
1yr Return
7.8%
Total Assets
$10B
6M Money Flow
-$730M
Moderately Conservative Allocation
Expense Ratio
0.09%
TTM Yield
2.2%
3yr Sharpe
0.14
YTD Return
-1.5%
3yr Return
18.7%
1yr Return
6.1%
Total Assets
$10B
6M Money Flow
$121M
Moderately Conservative Allocation
Expense Ratio
0.12%
TTM Yield
3.3%
3yr Sharpe
-0.13
YTD Return
1.3%
3yr Return
10.2%
1yr Return
6.8%
Total Assets
$10B
6M Money Flow
-$313M
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.7%
3yr Sharpe
-0.17
YTD Return
2.0%
3yr Return
8.6%
1yr Return
7.7%
Total Assets
$8B
6M Money Flow
-$564M
Moderately Conservative Allocation
Expense Ratio
0.59%
TTM Yield
3.9%
3yr Sharpe
0.06
YTD Return
3.0%
3yr Return
15.5%
1yr Return
9.6%
Total Assets
$8B
6M Money Flow
-$774K
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
2.4%
3yr Sharpe
0.12
YTD Return
1.5%
3yr Return
17.3%
1yr Return
7.6%
Total Assets
$5B
6M Money Flow
$125M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
3.2%
3yr Sharpe
-0.09
YTD Return
2.7%
3yr Return
11.5%
1yr Return
8.3%
Total Assets
$4B
6M Money Flow
$162M
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
3.4%
3yr Sharpe
-0.17
YTD Return
1.7%
3yr Return
9.8%
1yr Return
6.6%
Total Assets
$4B
6M Money Flow
-$26M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.1%
3yr Sharpe
-0.17
YTD Return
1.7%
3yr Return
9.3%
1yr Return
5.9%
Total Assets
$4B
6M Money Flow
-$154M
Moderately Conservative Allocation
Expense Ratio
0.69%
TTM Yield
3.4%
3yr Sharpe
-0.26
YTD Return
2.5%
3yr Return
8.0%
1yr Return
7.3%
Total Assets
$4B
6M Money Flow
$93M
Moderately Conservative Allocation
Expense Ratio
0.80%
TTM Yield
3.9%
3yr Sharpe
-0.21
YTD Return
-1.1%
3yr Return
7.2%
1yr Return
4.7%
Total Assets
$3B
6M Money Flow
$66M
Moderately Conservative Allocation
Expense Ratio
0.49%
TTM Yield
4.2%
3yr Sharpe
0.06
YTD Return
2.1%
3yr Return
15.5%
1yr Return
8.2%
Total Assets
$3B
6M Money Flow
$59M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
2.7%
3yr Sharpe
-0.16
YTD Return
1.0%
3yr Return
9.7%
1yr Return
5.8%
Total Assets
$2B
6M Money Flow
-$59M
Moderately Conservative Allocation
Expense Ratio
0.34%
TTM Yield
3.3%
3yr Sharpe
-0.10
YTD Return
1.8%
3yr Return
11.4%
1yr Return
6.9%
Total Assets
$2B
6M Money Flow
-$86M
Moderately Conservative Allocation
Expense Ratio
0.22%
TTM Yield
3.6%
3yr Sharpe
-0.14
YTD Return
1.4%
3yr Return
9.8%
1yr Return
6.3%
Total Assets
$2B
6M Money Flow
-$140M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
4.6%
3yr Sharpe
-0.23
YTD Return
2.4%
3yr Return
6.6%
1yr Return
6.7%
Total Assets
$2B
6M Money Flow
-$183M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
3.0%
3yr Sharpe
-0.23
YTD Return
1.2%
3yr Return
8.5%
1yr Return
5.8%
Total Assets
$2B
6M Money Flow
-$79M
Moderately Conservative Allocation
Expense Ratio
0.67%
TTM Yield
3.6%
3yr Sharpe
-0.08
YTD Return
1.6%
3yr Return
11.8%
1yr Return
6.6%
Total Assets
$2B
6M Money Flow
-$86M
Moderately Conservative Allocation
Expense Ratio
0.87%
TTM Yield
2.6%
3yr Sharpe
-0.10
YTD Return
1.3%
3yr Return
10.9%
1yr Return
7.2%
Total Assets
$2B
6M Money Flow
-$89M
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.1%
3yr Sharpe
-0.09
YTD Return
1.6%
3yr Return
11.3%
1yr Return
7.2%
Total Assets
$1B
6M Money Flow
$21M
Moderately Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.1%
3yr Sharpe
-0.15
YTD Return
-1.1%
3yr Return
9.8%
1yr Return
4.2%
Total Assets
$1B
6M Money Flow
-$38M
Moderately Conservative Allocation
Expense Ratio
0.38%
TTM Yield
3.6%
3yr Sharpe
-0.10
YTD Return
1.4%
3yr Return
11.0%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
-$41M
Moderately Conservative Allocation
Expense Ratio
0.59%
TTM Yield
3.3%
3yr Sharpe
-0.15
YTD Return
3.6%
3yr Return
9.8%
1yr Return
9.1%
Total Assets
$1B
6M Money Flow
-$28M
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
2.9%
3yr Sharpe
-0.17
YTD Return
0.6%
3yr Return
8.9%
1yr Return
5.9%
Total Assets
$1B
6M Money Flow
-$21M
Moderately Conservative Allocation
Expense Ratio
0.81%
TTM Yield
2.8%
3yr Sharpe
-0.18
YTD Return
1.1%
3yr Return
8.8%
1yr Return
5.8%
Total Assets
$1B
6M Money Flow
-$56M
Moderately Conservative Allocation
Expense Ratio
0.95%
TTM Yield
6.0%
3yr Sharpe
-0.38
YTD Return
1.6%
3yr Return
3.8%
1yr Return
5.5%
Total Assets
$910M
6M Money Flow
-$95M
Moderately Conservative Allocation
Expense Ratio
0.61%
TTM Yield
2.6%
3yr Sharpe
-0.15
YTD Return
1.1%
3yr Return
9.8%
1yr Return
6.0%
Total Assets
$858M
6M Money Flow
-$49M
Moderately Conservative Allocation
Expense Ratio
0.37%
TTM Yield
3.0%
3yr Sharpe
-0.14
YTD Return
1.6%
3yr Return
10.0%
1yr Return
5.4%
Total Assets
$854M
6M Money Flow
$130M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
1.8%
3yr Sharpe
0.04
YTD Return
-1.6%
3yr Return
15.7%
1yr Return
6.6%
Total Assets
$827M
6M Money Flow
$1M
Moderately Conservative Allocation
Expense Ratio
0.50%
TTM Yield
3.4%
3yr Sharpe
-0.13
YTD Return
1.6%
3yr Return
10.4%
1yr Return
7.7%
Total Assets
$776M
6M Money Flow
-$44M
Moderately Conservative Allocation
Expense Ratio
0.10%
TTM Yield
3.1%
3yr Sharpe
-0.07
YTD Return
1.8%
3yr Return
11.9%
1yr Return
7.4%
Total Assets
$743M
6M Money Flow
-$503K
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
3.1%
3yr Sharpe
-0.18
YTD Return
0.7%
3yr Return
8.5%
1yr Return
6.4%
Total Assets
$707M
6M Money Flow
$57M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
4.7%
3yr Sharpe
-0.09
YTD Return
0.7%
3yr Return
9.7%
1yr Return
7.9%
Total Assets
$704M
6M Money Flow
-$102M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
3.3%
3yr Sharpe
-0.11
YTD Return
0.1%
3yr Return
10.6%
1yr Return
6.7%
Total Assets
$654M
6M Money Flow
-$40M
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.3%
3yr Sharpe
-0.18
YTD Return
1.9%
3yr Return
9.4%
1yr Return
7.0%
Total Assets
$628M
6M Money Flow
$17M
Moderately Conservative Allocation
Expense Ratio
0.62%
TTM Yield
2.9%
3yr Sharpe
-0.20
YTD Return
1.0%
3yr Return
8.5%
1yr Return
6.5%
Total Assets
$626M
6M Money Flow
-$55M
Moderately Conservative Allocation
Expense Ratio
0.38%
TTM Yield
4.9%
3yr Sharpe
-
YTD Return
3.4%
3yr Return
-
1yr Return
8.7%
Total Assets
$561M
6M Money Flow
$226M
Moderately Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.0%
3yr Sharpe
-0.07
YTD Return
2.2%
3yr Return
11.9%
1yr Return
8.0%
Total Assets
$560M
6M Money Flow
-$6M
Moderately Conservative Allocation
Expense Ratio
1.05%
TTM Yield
5.5%
3yr Sharpe
-0.07
YTD Return
2.0%
3yr Return
11.8%
1yr Return
6.2%
Total Assets
$558M
6M Money Flow
-$45M
Expense Ratio
0.48%
TTM Yield
2.5%
3yr Sharpe
-0.51
YTD Return
6.1%
3yr Return
-8.6%
1yr Return
6.3%
Total Assets
$546M
6M Money Flow
-$76M