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Moderately Conservative Allocationor search across All Categories

Statistics as of May 01, 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.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Moderately Conservative Allocation
Expense Ratio
0.16%
TTM Yield
3.8%
3yr Sharpe
0.01
YTD Return
1.8%
3yr Return
13.8%
1yr Return
8.2%
Total Assets
$49B
6M Money Flow
-$3B
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
3.5%
3yr Sharpe
0.03
YTD Return
1.3%
3yr Return
14.5%
1yr Return
7.8%
Total Assets
$12B
6M Money Flow
-$784M
Moderately Conservative Allocation
Expense Ratio
0.57%
TTM Yield
6.1%
3yr Sharpe
0.11
YTD Return
2.2%
3yr Return
16.8%
1yr Return
9.0%
Total Assets
$10B
6M Money Flow
-$772M
Moderately Conservative Allocation
Expense Ratio
0.09%
TTM Yield
2.2%
3yr Sharpe
0.34
YTD Return
-2.2%
3yr Return
25.0%
1yr Return
7.4%
Total Assets
$10B
6M Money Flow
$108M
Moderately Conservative Allocation
Expense Ratio
0.12%
TTM Yield
3.3%
3yr Sharpe
0.11
YTD Return
1.7%
3yr Return
16.9%
1yr Return
9.2%
Total Assets
$10B
6M Money Flow
-$321M
Moderately Conservative Allocation
Expense Ratio
0.59%
TTM Yield
3.9%
3yr Sharpe
0.20
YTD Return
2.4%
3yr Return
19.8%
1yr Return
10.9%
Total Assets
$8B
6M Money Flow
$30M
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.8%
3yr Sharpe
-0.01
YTD Return
1.7%
3yr Return
13.4%
1yr Return
9.5%
Total Assets
$8B
6M Money Flow
-$597M
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
2.4%
3yr Sharpe
0.26
YTD Return
0.5%
3yr Return
22.0%
1yr Return
8.0%
Total Assets
$5B
6M Money Flow
$97M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
3.2%
3yr Sharpe
0.10
YTD Return
2.4%
3yr Return
16.5%
1yr Return
10.0%
Total Assets
$4B
6M Money Flow
$167M
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
3.4%
3yr Sharpe
0.01
YTD Return
1.6%
3yr Return
14.5%
1yr Return
8.2%
Total Assets
$4B
6M Money Flow
-$16M
Moderately Conservative Allocation
Expense Ratio
0.69%
TTM Yield
3.4%
3yr Sharpe
-0.08
YTD Return
2.6%
3yr Return
11.9%
1yr Return
9.0%
Total Assets
$4B
6M Money Flow
$104M
Moderately Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.1%
3yr Sharpe
0.01
YTD Return
1.4%
3yr Return
14.3%
1yr Return
7.5%
Total Assets
$4B
6M Money Flow
-$188M
Moderately Conservative Allocation
Expense Ratio
0.80%
TTM Yield
4.0%
3yr Sharpe
0.02
YTD Return
-1.5%
3yr Return
15.1%
1yr Return
6.5%
Total Assets
$3B
6M Money Flow
-$37M
Moderately Conservative Allocation
Expense Ratio
0.49%
TTM Yield
4.4%
3yr Sharpe
0.18
YTD Return
0.9%
3yr Return
19.5%
1yr Return
8.7%
Total Assets
$2B
6M Money Flow
-$42M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
2.7%
3yr Sharpe
0.05
YTD Return
0.9%
3yr Return
15.4%
1yr Return
7.6%
Total Assets
$2B
6M Money Flow
-$72M
Moderately Conservative Allocation
Expense Ratio
0.34%
TTM Yield
3.4%
3yr Sharpe
0.10
YTD Return
1.5%
3yr Return
16.5%
1yr Return
8.3%
Total Assets
$2B
6M Money Flow
-$85M
Moderately Conservative Allocation
Expense Ratio
0.22%
TTM Yield
3.6%
3yr Sharpe
0.04
YTD Return
0.6%
3yr Return
14.9%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$144M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
3.0%
3yr Sharpe
-0.03
YTD Return
1.1%
3yr Return
13.3%
1yr Return
7.3%
Total Assets
$2B
6M Money Flow
-$72M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
4.7%
3yr Sharpe
-0.11
YTD Return
1.7%
3yr Return
10.6%
1yr Return
7.8%
Total Assets
$2B
6M Money Flow
-$175M
Moderately Conservative Allocation
Expense Ratio
0.67%
TTM Yield
3.6%
3yr Sharpe
0.12
YTD Return
1.0%
3yr Return
17.1%
1yr Return
7.5%
Total Assets
$2B
6M Money Flow
-$101M
Moderately Conservative Allocation
Expense Ratio
0.87%
TTM Yield
2.6%
3yr Sharpe
0.10
YTD Return
0.8%
3yr Return
16.9%
1yr Return
8.7%
Total Assets
$2B
6M Money Flow
-$104M
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.1%
3yr Sharpe
0.13
YTD Return
1.4%
3yr Return
17.6%
1yr Return
9.1%
Total Assets
$1B
6M Money Flow
$36M
Moderately Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.2%
3yr Sharpe
-0.03
YTD Return
-2.8%
3yr Return
13.2%
1yr Return
3.8%
Total Assets
$1B
6M Money Flow
-$46M
Moderately Conservative Allocation
Expense Ratio
0.38%
TTM Yield
3.6%
3yr Sharpe
0.11
YTD Return
1.0%
3yr Return
17.3%
1yr Return
8.8%
Total Assets
$1B
6M Money Flow
-$39M
Moderately Conservative Allocation
Expense Ratio
0.59%
TTM Yield
3.3%
3yr Sharpe
0.01
YTD Return
3.4%
3yr Return
14.1%
1yr Return
10.9%
Total Assets
$1B
6M Money Flow
-$24M
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
2.9%
3yr Sharpe
0.03
YTD Return
0.1%
3yr Return
14.8%
1yr Return
7.6%
Total Assets
$1B
6M Money Flow
-$25M
Moderately Conservative Allocation
Expense Ratio
0.81%
TTM Yield
2.8%
3yr Sharpe
0.01
YTD Return
0.7%
3yr Return
14.0%
1yr Return
7.5%
Total Assets
$1B
6M Money Flow
-$60M
Moderately Conservative Allocation
Expense Ratio
0.95%
TTM Yield
6.0%
3yr Sharpe
-0.16
YTD Return
0.6%
3yr Return
9.3%
1yr Return
5.9%
Total Assets
$889M
6M Money Flow
-$92M
Moderately Conservative Allocation
Expense Ratio
0.37%
TTM Yield
3.0%
3yr Sharpe
0.00
YTD Return
1.0%
3yr Return
14.1%
1yr Return
6.6%
Total Assets
$871M
6M Money Flow
$126M
Moderately Conservative Allocation
Expense Ratio
0.61%
TTM Yield
2.6%
3yr Sharpe
0.07
YTD Return
0.9%
3yr Return
15.9%
1yr Return
8.4%
Total Assets
$834M
6M Money Flow
-$51M
Moderately Conservative Allocation
Expense Ratio
0.51%
TTM Yield
1.8%
3yr Sharpe
0.21
YTD Return
-2.7%
3yr Return
21.9%
1yr Return
7.7%
Total Assets
$813M
6M Money Flow
-$14M
Moderately Conservative Allocation
Expense Ratio
1.19%
TTM Yield
3.5%
3yr Sharpe
0.05
YTD Return
1.0%
3yr Return
15.4%
1yr Return
9.0%
Total Assets
$764M
6M Money Flow
-$43M
Moderately Conservative Allocation
Expense Ratio
0.10%
TTM Yield
3.1%
3yr Sharpe
0.14
YTD Return
1.8%
3yr Return
17.7%
1yr Return
9.2%
Total Assets
$750M
6M Money Flow
$61M
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
3.1%
3yr Sharpe
0.03
YTD Return
0.6%
3yr Return
15.0%
1yr Return
9.0%
Total Assets
$704M
6M Money Flow
$55M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
5.1%
3yr Sharpe
0.05
YTD Return
-0.6%
3yr Return
16.3%
1yr Return
9.7%
Total Assets
$679M
6M Money Flow
-$99M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
3.4%
3yr Sharpe
0.03
YTD Return
-1.1%
3yr Return
14.8%
1yr Return
7.4%
Total Assets
$641M
6M Money Flow
-$40M
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.3%
3yr Sharpe
0.04
YTD Return
2.0%
3yr Return
15.4%
1yr Return
9.1%
Total Assets
$639M
6M Money Flow
$22M
Moderately Conservative Allocation
Expense Ratio
0.62%
TTM Yield
2.9%
3yr Sharpe
0.03
YTD Return
0.8%
3yr Return
14.8%
1yr Return
8.4%
Total Assets
$618M
6M Money Flow
-$56M
Moderately Conservative Allocation
Expense Ratio
0.38%
TTM Yield
5.1%
3yr Sharpe
-
YTD Return
1.5%
3yr Return
-
1yr Return
8.2%
Total Assets
$581M
6M Money Flow
$223M
Moderately Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.0%
3yr Sharpe
0.10
YTD Return
1.4%
3yr Return
17.0%
1yr Return
9.0%
Total Assets
$554M
6M Money Flow
-$9M
Moderately Conservative Allocation
Expense Ratio
1.05%
TTM Yield
5.8%
3yr Sharpe
0.04
YTD Return
1.0%
3yr Return
14.7%
1yr Return
6.4%
Total Assets
$548M
6M Money Flow
-$44M
Moderately Conservative Allocation
Expense Ratio
0.60%
TTM Yield
1.4%
3yr Sharpe
0.28
YTD Return
1.5%
3yr Return
21.2%
1yr Return
11.7%
Total Assets
$515M
6M Money Flow
-$32M