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Moderately Conservative Allocationor search across All Categories

Statistics as of Apr 04, 2025

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Found total of 111 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 Return ▼Total Assets6M Money Flow
Moderately Conservative Allocation
Expense Ratio
0.80%
TTM Yield
2.3%
3yr Sharpe
0.57
YTD Return
-1.0%
3yr Return
26.8%
1yr Return
7.0%
Total Assets
$200M
6M Money Flow
-$4M
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
8.4%
3yr Sharpe
0.09
YTD Return
-2.2%
3yr Return
9.4%
1yr Return
6.2%
Total Assets
$119M
6M Money Flow
-
Moderately Conservative Allocation
Expense Ratio
1.36%
TTM Yield
5.5%
3yr Sharpe
0.59
YTD Return
-4.1%
3yr Return
18.1%
1yr Return
6.0%
Total Assets
$11M
6M Money Flow
$151K
Moderately Conservative Allocation
Expense Ratio
0.69%
TTM Yield
3.4%
3yr Sharpe
-0.26
YTD Return
1.3%
3yr Return
6.6%
1yr Return
6.0%
Total Assets
$4B
6M Money Flow
$93M
Moderately Conservative Allocation
Expense Ratio
0.60%
TTM Yield
1.4%
3yr Sharpe
0.07
YTD Return
-2.4%
3yr Return
11.2%
1yr Return
5.8%
Total Assets
$499M
6M Money Flow
-$34M
Moderately Conservative Allocation
Expense Ratio
0.59%
TTM Yield
3.4%
3yr Sharpe
-0.15
YTD Return
0.3%
3yr Return
6.3%
1yr Return
5.7%
Total Assets
$1B
6M Money Flow
-$28M
Moderately Conservative Allocation
Expense Ratio
0.70%
TTM Yield
3.3%
3yr Sharpe
-0.09
YTD Return
-0.2%
3yr Return
8.1%
1yr Return
5.5%
Total Assets
$4B
6M Money Flow
$162M
Moderately Conservative Allocation
Expense Ratio
0.35%
TTM Yield
4.0%
3yr Sharpe
-
YTD Return
-1.0%
3yr Return
-
1yr Return
5.2%
Total Assets
$5M
6M Money Flow
-$128K
Moderately Conservative Allocation
Expense Ratio
0.95%
TTM Yield
5.7%
3yr Sharpe
0.06
YTD Return
-1.5%
3yr Return
11.3%
1yr Return
5.0%
Total Assets
$327M
6M Money Flow
-$20M
Moderately Conservative Allocation
Expense Ratio
0.16%
TTM Yield
3.9%
3yr Sharpe
-0.12
YTD Return
-0.2%
3yr Return
6.8%
1yr Return
4.8%
Total Assets
$49B
6M Money Flow
-$3B
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
5.7%
3yr Sharpe
0.02
YTD Return
-2.3%
3yr Return
9.0%
1yr Return
4.8%
Total Assets
$108M
6M Money Flow
-$8M
Moderately Conservative Allocation
Expense Ratio
0.59%
TTM Yield
4.1%
3yr Sharpe
0.06
YTD Return
-1.8%
3yr Return
10.0%
1yr Return
4.8%
Total Assets
$8B
6M Money Flow
-$774K
Moderately Conservative Allocation
Expense Ratio
1.12%
TTM Yield
4.4%
3yr Sharpe
-0.09
YTD Return
-0.5%
3yr Return
8.0%
1yr Return
4.6%
Total Assets
$31M
6M Money Flow
-$1M
Moderately Conservative Allocation
Expense Ratio
0.65%
TTM Yield
6.6%
3yr Sharpe
0.05
YTD Return
-4.6%
3yr Return
9.7%
1yr Return
4.6%
Total Assets
$71M
6M Money Flow
$166K
Moderately Conservative Allocation
Expense Ratio
0.57%
TTM Yield
6.2%
3yr Sharpe
-0.05
YTD Return
-0.9%
3yr Return
8.6%
1yr Return
4.5%
Total Assets
$10B
6M Money Flow
-$730M
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.7%
3yr Sharpe
-0.15
YTD Return
0.4%
3yr Return
5.0%
1yr Return
4.3%
Total Assets
$63M
6M Money Flow
-$822K
Moderately Conservative Allocation
Expense Ratio
0.00%
TTM Yield
4.9%
3yr Sharpe
-0.15
YTD Return
0.3%
3yr Return
4.4%
1yr Return
4.3%
Total Assets
$36M
6M Money Flow
$873K
Moderately Conservative Allocation
Expense Ratio
1.19%
TTM Yield
3.5%
3yr Sharpe
-0.13
YTD Return
-1.7%
3yr Return
6.5%
1yr Return
4.3%
Total Assets
$751M
6M Money Flow
-$44M
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.4%
3yr Sharpe
-0.18
YTD Return
-0.8%
3yr Return
6.2%
1yr Return
4.2%
Total Assets
$613M
6M Money Flow
$17M
Moderately Conservative Allocation
Expense Ratio
0.98%
TTM Yield
3.5%
3yr Sharpe
-0.06
YTD Return
0.1%
3yr Return
8.8%
1yr Return
4.2%
Total Assets
$76M
6M Money Flow
-$7M
Moderately Conservative Allocation
Expense Ratio
0.02%
TTM Yield
2.9%
3yr Sharpe
-0.16
YTD Return
-0.9%
3yr Return
6.9%
1yr Return
4.2%
Total Assets
$321K
6M Money Flow
$14K
Moderately Conservative Allocation
Expense Ratio
0.18%
TTM Yield
3.2%
3yr Sharpe
-0.25
YTD Return
-0.6%
3yr Return
4.5%
1yr Return
4.1%
Total Assets
$8M
6M Money Flow
-$141K
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
3.6%
3yr Sharpe
-0.08
YTD Return
-1.0%
3yr Return
6.7%
1yr Return
4.1%
Total Assets
$11B
6M Money Flow
-$794M
Moderately Conservative Allocation
Expense Ratio
0.89%
TTM Yield
4.7%
3yr Sharpe
-0.23
YTD Return
-0.1%
3yr Return
3.9%
1yr Return
4.0%
Total Assets
$2B
6M Money Flow
-$183M
Moderately Conservative Allocation
Expense Ratio
0.75%
TTM Yield
5.8%
3yr Sharpe
-0.19
YTD Return
-0.3%
3yr Return
3.4%
1yr Return
4.0%
Total Assets
$276M
6M Money Flow
-$38M
Moderately Conservative Allocation
Expense Ratio
0.38%
TTM Yield
5.1%
3yr Sharpe
-
YTD Return
-1.4%
3yr Return
-
1yr Return
3.9%
Total Assets
$545M
6M Money Flow
$226M
Moderately Conservative Allocation
Expense Ratio
0.90%
TTM Yield
2.3%
3yr Sharpe
-0.10
YTD Return
-2.6%
3yr Return
7.8%
1yr Return
3.9%
Total Assets
$73M
6M Money Flow
-$2M
Moderately Conservative Allocation
Expense Ratio
0.17%
TTM Yield
3.0%
3yr Sharpe
-0.26
YTD Return
-1.4%
3yr Return
3.0%
1yr Return
3.9%
Total Assets
$28M
6M Money Flow
-$126K
Moderately Conservative Allocation
Expense Ratio
0.94%
TTM Yield
3.5%
3yr Sharpe
-0.17
YTD Return
-1.0%
3yr Return
6.7%
1yr Return
3.9%
Total Assets
$4B
6M Money Flow
-$26M
Moderately Conservative Allocation
Expense Ratio
1.04%
TTM Yield
3.1%
3yr Sharpe
-0.20
YTD Return
-1.3%
3yr Return
5.9%
1yr Return
3.8%
Total Assets
$195M
6M Money Flow
-$22M
Moderately Conservative Allocation
Expense Ratio
0.65%
TTM Yield
3.3%
3yr Sharpe
-
YTD Return
-2.5%
3yr Return
-
1yr Return
3.7%
Total Assets
$252M
6M Money Flow
$42M
Moderately Conservative Allocation
Expense Ratio
0.10%
TTM Yield
3.2%
3yr Sharpe
-0.07
YTD Return
-1.8%
3yr Return
7.6%
1yr Return
3.7%
Total Assets
$736M
6M Money Flow
-$503K
Moderately Conservative Allocation
Expense Ratio
0.15%
TTM Yield
3.2%
3yr Sharpe
-0.09
YTD Return
-2.0%
3yr Return
7.0%
1yr Return
3.6%
Total Assets
$1B
6M Money Flow
$21M
Moderately Conservative Allocation
Expense Ratio
0.62%
TTM Yield
2.4%
3yr Sharpe
-0.29
YTD Return
-0.7%
3yr Return
3.7%
1yr Return
3.6%
Total Assets
$24M
6M Money Flow
-$441K
Moderately Conservative Allocation
Expense Ratio
0.13%
TTM Yield
3.2%
3yr Sharpe
-0.09
YTD Return
-2.1%
3yr Return
8.0%
1yr Return
3.6%
Total Assets
$145M
6M Money Flow
-$10M
Moderately Conservative Allocation
Expense Ratio
0.43%
TTM Yield
2.7%
3yr Sharpe
0.14
YTD Return
-2.8%
3yr Return
12.7%
1yr Return
3.6%
Total Assets
$5B
6M Money Flow
$125M
Moderately Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.1%
3yr Sharpe
-0.07
YTD Return
-2.2%
3yr Return
6.8%
1yr Return
3.6%
Total Assets
$537M
6M Money Flow
-$6M
Moderately Conservative Allocation
Expense Ratio
0.74%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.2%
3yr Return
5.3%
1yr Return
3.6%
Total Assets
$139M
6M Money Flow
-$12M
Moderately Conservative Allocation
Expense Ratio
0.49%
TTM Yield
4.4%
3yr Sharpe
0.06
YTD Return
-2.5%
3yr Return
10.3%
1yr Return
3.4%
Total Assets
$2B
6M Money Flow
$59M
Moderately Conservative Allocation
Expense Ratio
0.12%
TTM Yield
3.4%
3yr Sharpe
-0.13
YTD Return
-2.1%
3yr Return
6.2%
1yr Return
3.4%
Total Assets
$10B
6M Money Flow
-$321M
Moderately Conservative Allocation
Expense Ratio
1.01%
TTM Yield
2.5%
3yr Sharpe
-0.18
YTD Return
-2.3%
3yr Return
5.2%
1yr Return
3.4%
Total Assets
$139M
6M Money Flow
-$13M
Moderately Conservative Allocation
Expense Ratio
0.64%
TTM Yield
2.5%
3yr Sharpe
0.12
YTD Return
-2.9%
3yr Return
12.0%
1yr Return
3.4%
Total Assets
$5B
6M Money Flow
$125M