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Moderately Conservative Allocationor search across All Categories

Statistics as of Jun 06, 2025

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Found total of 61 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
-0.04
YTD Return
3.4%
3yr Return
14.5%
1yr Return
7.0%
Total Assets
$48B
6M Money Flow
-$3B
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
3.5%
3yr Sharpe
-0.01
YTD Return
3.4%
3yr Return
15.4%
1yr Return
7.3%
Total Assets
$12B
6M Money Flow
-$802M
Moderately Conservative Allocation
Expense Ratio
0.09%
TTM Yield
2.2%
3yr Sharpe
0.41
YTD Return
1.3%
3yr Return
28.7%
1yr Return
7.5%
Total Assets
$10B
6M Money Flow
$46M
Moderately Conservative Allocation
Expense Ratio
0.59%
TTM Yield
3.8%
3yr Sharpe
0.24
YTD Return
5.7%
3yr Return
22.8%
1yr Return
11.0%
Total Assets
$8B
6M Money Flow
$54M
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
2.3%
3yr Sharpe
0.29
YTD Return
4.0%
3yr Return
24.5%
1yr Return
8.6%
Total Assets
$5B
6M Money Flow
$24M
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
3.4%
3yr Sharpe
0.07
YTD Return
3.3%
3yr Return
16.9%
1yr Return
6.7%
Total Assets
$4B
6M Money Flow
-$121M
Moderately Conservative Allocation
Expense Ratio
0.90%
TTM Yield
4.5%
3yr Sharpe
-0.09
YTD Return
2.1%
3yr Return
12.6%
1yr Return
4.5%
Total Assets
$3B
6M Money Flow
-$187M
Moderately Conservative Allocation
Expense Ratio
0.80%
TTM Yield
3.9%
3yr Sharpe
0.21
YTD Return
2.4%
3yr Return
22.1%
1yr Return
5.9%
Total Assets
$3B
6M Money Flow
-$95M
Moderately Conservative Allocation
Expense Ratio
0.49%
TTM Yield
4.3%
3yr Sharpe
0.22
YTD Return
3.6%
3yr Return
22.1%
1yr Return
8.7%
Total Assets
$3B
6M Money Flow
-$22M
Moderately Conservative Allocation
Expense Ratio
0.87%
TTM Yield
2.5%
3yr Sharpe
0.14
YTD Return
3.2%
3yr Return
19.3%
1yr Return
7.6%
Total Assets
$2B
6M Money Flow
-$101M
Moderately Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.1%
3yr Sharpe
-0.02
YTD Return
-0.5%
3yr Return
14.5%
1yr Return
3.7%
Total Assets
$1B
6M Money Flow
-$67M
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
2.9%
3yr Sharpe
0.09
YTD Return
2.7%
3yr Return
18.2%
1yr Return
6.8%
Total Assets
$1B
6M Money Flow
-$24M
Moderately Conservative Allocation
Expense Ratio
0.95%
TTM Yield
5.9%
3yr Sharpe
-0.11
YTD Return
2.6%
3yr Return
12.3%
1yr Return
5.3%
Total Assets
$896M
6M Money Flow
-$89M
Moderately Conservative Allocation
Expense Ratio
0.87%
TTM Yield
2.5%
3yr Sharpe
0.13
YTD Return
3.6%
3yr Return
19.1%
1yr Return
6.9%
Total Assets
$838M
6M Money Flow
-$50M
Moderately Conservative Allocation
Expense Ratio
0.50%
TTM Yield
1.8%
3yr Sharpe
0.28
YTD Return
0.5%
3yr Return
25.5%
1yr Return
6.4%
Total Assets
$832M
6M Money Flow
-$17M
Moderately Conservative Allocation
Expense Ratio
1.19%
TTM Yield
3.4%
3yr Sharpe
0.10
YTD Return
3.4%
3yr Return
17.8%
1yr Return
8.3%
Total Assets
$774M
6M Money Flow
-$43M
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
3.0%
3yr Sharpe
0.10
YTD Return
3.7%
3yr Return
18.6%
1yr Return
7.4%
Total Assets
$729M
6M Money Flow
$56M
Moderately Conservative Allocation
Expense Ratio
0.97%
TTM Yield
4.9%
3yr Sharpe
0.10
YTD Return
2.4%
3yr Return
19.2%
1yr Return
8.4%
Total Assets
$686M
6M Money Flow
-$93M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
3.3%
3yr Sharpe
0.08
YTD Return
1.9%
3yr Return
18.7%
1yr Return
7.7%
Total Assets
$651M
6M Money Flow
-$41M
Moderately Conservative Allocation
Expense Ratio
0.38%
TTM Yield
5.0%
3yr Sharpe
-
YTD Return
4.4%
3yr Return
-
1yr Return
8.0%
Total Assets
$643M
6M Money Flow
$234M
Moderately Conservative Allocation
Expense Ratio
0.95%
TTM Yield
2.8%
3yr Sharpe
0.08
YTD Return
3.2%
3yr Return
17.8%
1yr Return
7.1%
Total Assets
$625M
6M Money Flow
-$52M
Moderately Conservative Allocation
Expense Ratio
0.85%
TTM Yield
2.9%
3yr Sharpe
0.14
YTD Return
4.1%
3yr Return
19.9%
1yr Return
8.4%
Total Assets
$545M
6M Money Flow
-$37M
Moderately Conservative Allocation
Expense Ratio
0.61%
TTM Yield
1.3%
3yr Sharpe
0.40
YTD Return
4.3%
3yr Return
25.4%
1yr Return
11.1%
Total Assets
$523M
6M Money Flow
-$30M
Moderately Conservative Allocation
Expense Ratio
0.84%
TTM Yield
3.8%
3yr Sharpe
0.02
YTD Return
1.1%
3yr Return
16.4%
1yr Return
6.6%
Total Assets
$519M
6M Money Flow
-$12M
Expense Ratio
0.51%
TTM Yield
2.6%
3yr Sharpe
-0.31
YTD Return
5.1%
3yr Return
0.5%
1yr Return
2.7%
Total Assets
$508M
6M Money Flow
-$63M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
4.7%
3yr Sharpe
-0.32
YTD Return
3.2%
3yr Return
6.8%
1yr Return
5.4%
Total Assets
$488M
6M Money Flow
-$15M
Moderately Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.9%
3yr Sharpe
0.12
YTD Return
3.0%
3yr Return
18.8%
1yr Return
7.2%
Total Assets
$417M
6M Money Flow
-$15M
Moderately Conservative Allocation
Expense Ratio
1.23%
TTM Yield
1.2%
3yr Sharpe
0.27
YTD Return
1.5%
3yr Return
22.2%
1yr Return
6.3%
Total Assets
$403M
6M Money Flow
-$24M
Moderately Conservative Allocation
Expense Ratio
0.95%
TTM Yield
5.6%
3yr Sharpe
0.41
YTD Return
5.0%
3yr Return
26.4%
1yr Return
9.3%
Total Assets
$342M
6M Money Flow
-$17M
Moderately Conservative Allocation
Expense Ratio
0.44%
TTM Yield
2.9%
3yr Sharpe
0.09
YTD Return
3.2%
3yr Return
17.9%
1yr Return
6.8%
Total Assets
$330M
6M Money Flow
-$19M
Moderately Conservative Allocation
Expense Ratio
0.91%
TTM Yield
4.5%
3yr Sharpe
-0.15
YTD Return
3.2%
3yr Return
11.6%
1yr Return
7.4%
Total Assets
$320M
6M Money Flow
-$29M
Moderately Conservative Allocation
Expense Ratio
1.06%
TTM Yield
2.3%
3yr Sharpe
0.01
YTD Return
3.1%
3yr Return
15.6%
1yr Return
6.4%
Total Assets
$301M
6M Money Flow
-$31M
Moderately Conservative Allocation
Expense Ratio
0.65%
TTM Yield
3.1%
3yr Sharpe
-
YTD Return
4.0%
3yr Return
-
1yr Return
8.7%
Total Assets
$289M
6M Money Flow
$54M
Moderately Conservative Allocation
Expense Ratio
0.62%
TTM Yield
2.7%
3yr Sharpe
0.11
YTD Return
3.3%
3yr Return
18.6%
1yr Return
6.8%
Total Assets
$280M
6M Money Flow
-$15M
Moderately Conservative Allocation
Expense Ratio
0.76%
TTM Yield
2.1%
3yr Sharpe
0.07
YTD Return
1.1%
3yr Return
16.8%
1yr Return
4.4%
Total Assets
$235M
6M Money Flow
-$8M
Moderately Conservative Allocation
Expense Ratio
3.77%
TTM Yield
4.8%
3yr Sharpe
0.29
YTD Return
6.7%
3yr Return
43.2%
1yr Return
16.8%
Total Assets
$230M
6M Money Flow
-$9M
Moderately Conservative Allocation
Expense Ratio
0.99%
TTM Yield
3.4%
3yr Sharpe
0.00
YTD Return
3.1%
3yr Return
15.6%
1yr Return
6.6%
Total Assets
$227M
6M Money Flow
-$15M
Moderately Conservative Allocation
Expense Ratio
1.01%
TTM Yield
2.2%
3yr Sharpe
0.49
YTD Return
3.7%
3yr Return
30.6%
1yr Return
13.1%
Total Assets
$207M
6M Money Flow
-$11M
Moderately Conservative Allocation
Expense Ratio
0.50%
TTM Yield
2.9%
3yr Sharpe
0.08
YTD Return
3.5%
3yr Return
17.7%
1yr Return
6.9%
Total Assets
$193M
6M Money Flow
-$15M
Moderately Conservative Allocation
Expense Ratio
1.12%
TTM Yield
3.6%
3yr Sharpe
0.08
YTD Return
3.3%
3yr Return
17.6%
1yr Return
7.5%
Total Assets
$189M
6M Money Flow
-$17M
Moderately Conservative Allocation
Expense Ratio
1.26%
TTM Yield
2.4%
3yr Sharpe
0.19
YTD Return
1.6%
3yr Return
20.3%
1yr Return
4.7%
Total Assets
$182M
6M Money Flow
$814K
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
3.0%
3yr Sharpe
0.05
YTD Return
3.3%
3yr Return
16.9%
1yr Return
6.7%
Total Assets
$182M
6M Money Flow
-$1M