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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return ▲ | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 2.16% | TTM Yield 10.0% | 3yr Sharpe -0.09 | YTD Return -11.1% | 3yr Return 9.8% | 1yr Return -13.4% | Total Assets $9M | 6M Money Flow -$672K | |
Expense Ratio 1.91% Expense Ratio 2.91% | ||||||||
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 | |
Expense Ratio 2.68% | TTM Yield 7.7% | 3yr Sharpe 0.01 | YTD Return -4.0% | 3yr Return 17.0% | 1yr Return 2.7% | Total Assets $18M | 6M Money Flow $141K | |
Expense Ratio 2.93% Expense Ratio 3.68% | ||||||||
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 | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 1.74% | ||||||||
Expense Ratio 1.04% | TTM Yield 8.2% | 3yr Sharpe 0.03 | YTD Return 1.8% | 3yr Return 17.2% | 1yr Return 3.7% | Total Assets $130M | 6M Money Flow - | |
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 | |
Expense Ratio 0.85% | ||||||||
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 | |
Expense Ratio 0.65% Expense Ratio 0.59% Expense Ratio 1.65% Expense Ratio 1.15% | ||||||||
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 | |
Expense Ratio 1.18% Expense Ratio 1.57% | ||||||||
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 | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 1.22% Expense Ratio 0.62% | ||||||||
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 | |
Expense Ratio 0.51% Expense Ratio 0.95% Expense Ratio 0.70% Expense Ratio 0.61% Expense Ratio 0.95% Expense Ratio 1.70% | ||||||||
Expense Ratio 1.82% | TTM Yield 2.3% | 3yr Sharpe -0.26 | YTD Return 3.5% | 3yr Return 9.0% | 1yr Return 5.7% | Total Assets $13M | 6M Money Flow $228K | |
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 | |
Expense Ratio 0.84% Expense Ratio 0.74% Expense Ratio 1.09% Expense Ratio 1.84% Expense Ratio 1.08% | ||||||||
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 | |
Expense Ratio 0.98% | ||||||||
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 | |
Expense Ratio 0.54% Expense Ratio 0.83% Expense Ratio 1.58% | ||||||||
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 | |
Expense Ratio 0.85% Expense Ratio 1.81% Expense Ratio 1.28% Expense Ratio 0.10% | ||||||||
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 | |
Expense Ratio 0.74% Expense Ratio 1.74% Expense Ratio 0.67% | ||||||||
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 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
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 | |
Expense Ratio 0.69% Expense Ratio 1.44% Expense Ratio 0.44% | ||||||||
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 | |
Expense Ratio 0.59% Expense Ratio 1.09% Expense Ratio 0.89% Expense Ratio 0.79% Expense Ratio 1.29% Expense Ratio 0.69% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.75% | TTM Yield 3.7% | 3yr Sharpe 0.09 | YTD Return 0.1% | 3yr Return 20.1% | 1yr Return 6.7% | Total Assets $52M | 6M Money Flow -$5M | |
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 | |
Expense Ratio 0.80% | ||||||||
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 | |
Expense Ratio 1.19% Expense Ratio 0.66% Expense Ratio 0.69% | ||||||||
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 | |
Expense Ratio 0.57% | TTM Yield 3.3% | 3yr Sharpe 0.07 | YTD Return 3.1% | 3yr Return 17.6% | 1yr Return 6.9% | Total Assets $103M | 6M Money Flow -$5M | |
Expense Ratio 0.84% Expense Ratio 0.80% Expense Ratio 1.33% | ||||||||
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 | |
Expense Ratio 1.63% Expense Ratio 1.12% Expense Ratio 0.62% Expense Ratio 0.57% | ||||||||
Expense Ratio 1.09% | TTM Yield 2.1% | 3yr Sharpe 0.12 | YTD Return 1.1% | 3yr Return 19.1% | 1yr Return 6.9% | Total Assets $58M | 6M Money Flow -$5M | |
Expense Ratio 1.24% Expense Ratio 1.99% | ||||||||
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 | |
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 | |
Expense Ratio 0.23% | ||||||||
Expense Ratio 0.02% | TTM Yield 2.8% | 3yr Sharpe 0.09 | YTD Return 3.5% | 3yr Return 17.4% | 1yr Return 7.1% | Total Assets $341K | 6M Money Flow $25K | |
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 | |
Expense Ratio 0.61% | ||||||||
Expense Ratio 0.90% | TTM Yield 2.2% | 3yr Sharpe 0.15 | YTD Return 2.2% | 3yr Return 19.2% | 1yr Return 7.1% | Total Assets $76M | 6M Money Flow -$2M | |
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 | |
Expense Ratio 0.75% | ||||||||
Expense Ratio 0.48% | TTM Yield 3.0% | 3yr Sharpe 0.17 | YTD Return 3.1% | 3yr Return 19.3% | 1yr Return 7.2% | Total Assets $148M | 6M Money Flow -$11M | |
Expense Ratio 0.82% | TTM Yield 4.1% | 3yr Sharpe 0.40 | YTD Return 2.4% | 3yr Return 25.5% | 1yr Return 7.3% | Total Assets $80M | 6M Money Flow $3M | |
Expense Ratio 1.07% Expense Ratio 1.32% | ||||||||
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 | |
Expense Ratio 0.65% Expense Ratio 0.56% Expense Ratio 1.64% Expense Ratio 0.56% Expense Ratio 1.28% Expense Ratio 0.96% Expense Ratio 0.67% Expense Ratio 0.66% | ||||||||
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 | |
Expense Ratio 0.66% Expense Ratio 1.66% Expense Ratio 1.16% Expense Ratio 0.53% | ||||||||
Expense Ratio 1.12% | TTM Yield 4.2% | 3yr Sharpe 0.18 | YTD Return 3.8% | 3yr Return 20.0% | 1yr Return 7.4% | Total Assets $32M | 6M Money Flow -$719K | |
Expense Ratio 1.28% | ||||||||
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 | |
Expense Ratio 0.28% Expense Ratio 0.30% Expense Ratio 1.39% Expense Ratio 0.80% | ||||||||
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 | |
Expense Ratio 1.87% Expense Ratio 0.87% | ||||||||
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 | |
Expense Ratio 1.08% | TTM Yield 2.0% | 3yr Sharpe 0.10 | YTD Return 4.1% | 3yr Return 17.9% | 1yr Return 7.6% | Total Assets $32M | 6M Money Flow $1M | |
Expense Ratio 1.47% | ||||||||
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 | |
Expense Ratio 1.03% Expense Ratio 0.73% Expense Ratio 1.83% Expense Ratio 0.97% Expense Ratio 1.28% | ||||||||