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.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return ▲ | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.48% | TTM Yield 2.6% | 3yr Sharpe -0.35 | YTD Return 3.9% | 3yr Return -2.1% | 1yr Return 6.6% | Total Assets $509M | 6M Money Flow -$105M | |
Expense Ratio 0.71% | TTM Yield 10.9% | 3yr Sharpe -0.22 | YTD Return -18.5% | 3yr Return -0.7% | 1yr Return -15.5% | Total Assets $8M | 6M Money Flow -$857K | |
Expense Ratio 0.46% Expense Ratio 1.46% | ||||||||
Expense Ratio 0.70% | TTM Yield 4.8% | 3yr Sharpe -0.35 | YTD Return 1.4% | 3yr Return 5.1% | 1yr Return 6.1% | Total Assets $488M | 6M Money Flow -$11M | |
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 1.78% | TTM Yield 2.9% | 3yr Sharpe -0.35 | YTD Return -4.5% | 3yr Return 5.2% | 1yr Return 1.1% | Total Assets $314M | 6M Money Flow -$20M | |
Expense Ratio 2.18% Expense Ratio 2.78% Expense Ratio 2.03% | ||||||||
Expense Ratio 0.42% | TTM Yield 4.3% | 3yr Sharpe -0.25 | YTD Return 1.3% | 3yr Return 7.9% | 1yr Return 6.5% | Total Assets $350M | 6M Money Flow -$21M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 0.18% Expense Ratio 0.07% | ||||||||
Expense Ratio 0.47% | TTM Yield 4.5% | 3yr Sharpe -0.18 | YTD Return 1.0% | 3yr Return 8.8% | 1yr Return 8.2% | Total Assets $318M | 6M Money Flow -$27M | |
Expense Ratio 0.22% Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.09% | ||||||||
Expense Ratio 1.82% | TTM Yield 2.4% | 3yr Sharpe -0.16 | YTD Return 1.6% | 3yr Return 9.3% | 1yr Return 4.8% | Total Assets $13M | 6M Money Flow $178K | |
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 | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 1.22% Expense Ratio 0.62% | ||||||||
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 | |
Expense Ratio 0.64% Expense Ratio 0.55% Expense Ratio 1.64% Expense Ratio 0.64% Expense Ratio 0.89% | ||||||||
Expense Ratio 1.18% | TTM Yield 1.8% | 3yr Sharpe -0.09 | YTD Return 2.2% | 3yr Return 11.2% | 1yr Return 6.8% | Total Assets $174M | 6M Money Flow -$7M | |
Expense Ratio 0.62% | TTM Yield 2.4% | 3yr Sharpe -0.08 | YTD Return 1.2% | 3yr Return 11.4% | 1yr Return 7.6% | Total Assets $24M | 6M Money Flow -$622K | |
Expense Ratio 0.47% | TTM Yield 2.6% | 3yr Sharpe -0.08 | YTD Return 0.4% | 3yr Return 11.6% | 1yr Return 6.6% | Total Assets $259M | 6M Money Flow -$17M | |
Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.22% Expense Ratio 0.37% Expense Ratio 0.12% | ||||||||
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 | |
Expense Ratio 0.42% Expense Ratio 1.44% Expense Ratio 0.92% Expense Ratio 0.35% Expense Ratio 0.74% | ||||||||
Expense Ratio 0.99% | TTM Yield 3.5% | 3yr Sharpe -0.04 | YTD Return 1.0% | 3yr Return 12.4% | 1yr Return 8.0% | Total Assets $225M | 6M Money Flow -$16M | |
Expense Ratio 0.74% Expense Ratio 1.74% Expense Ratio 0.67% | ||||||||
Expense Ratio 0.39% | TTM Yield 2.8% | 3yr Sharpe -0.06 | YTD Return 1.6% | 3yr Return 12.6% | 1yr Return 8.4% | Total Assets $61M | 6M Money Flow $247K | |
Expense Ratio 0.49% | ||||||||
Expense Ratio 1.06% | TTM Yield 2.4% | 3yr Sharpe -0.05 | YTD Return 1.2% | 3yr Return 12.6% | 1yr Return 8.0% | Total Assets $296M | 6M Money Flow -$32M | |
Expense Ratio 0.85% Expense Ratio 1.81% Expense Ratio 1.28% Expense Ratio 0.10% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.8% | 3yr Sharpe -0.03 | YTD Return 3.0% | 3yr Return 12.7% | 1yr Return 8.9% | Total Assets $37M | 6M Money Flow $116K | |
Expense Ratio 0.17% | TTM Yield 2.9% | 3yr Sharpe -0.04 | YTD Return 2.2% | 3yr Return 12.7% | 1yr Return 9.4% | Total Assets $29M | 6M Money Flow -$46K | |
Expense Ratio 0.00% | TTM Yield 4.6% | 3yr Sharpe -0.03 | YTD Return 3.0% | 3yr Return 12.8% | 1yr Return 8.9% | Total Assets $65M | 6M Money Flow $373K | |
Expense Ratio 0.78% | TTM Yield 3.1% | 3yr Sharpe -0.03 | YTD Return 0.2% | 3yr Return 13.0% | 1yr Return 7.3% | Total Assets $59M | 6M Money Flow -$3M | |
Expense Ratio 1.03% Expense Ratio 1.78% | ||||||||
Expense Ratio 0.18% | TTM Yield 3.2% | 3yr Sharpe -0.03 | YTD Return 1.6% | 3yr Return 13.0% | 1yr Return 8.4% | Total Assets $8M | 6M Money Flow -$140K | |
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 | |
Expense Ratio 0.74% Expense Ratio 0.99% Expense Ratio 1.74% | ||||||||
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 | |
Expense Ratio 0.48% Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 1.04% Expense Ratio 1.54% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe -0.01 | YTD Return 0.9% | 3yr Return 13.3% | 1yr Return 8.5% | Total Assets $197M | 6M Money Flow -$22M | |
Expense Ratio 1.79% Expense Ratio 0.72% | ||||||||
Expense Ratio 0.86% | TTM Yield 4.2% | 3yr Sharpe -0.02 | YTD Return -0.6% | 3yr Return 13.4% | 1yr Return 5.8% | Total Assets $360M | 6M Money Flow -$20M | |
Expense Ratio 1.04% Expense Ratio 1.79% Expense Ratio 0.61% Expense Ratio 1.09% | ||||||||
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 | |
Expense Ratio 0.60% Expense Ratio 1.25% Expense Ratio 0.52% | ||||||||
Expense Ratio 0.84% | TTM Yield 4.0% | 3yr Sharpe -0.01 | YTD Return -1.7% | 3yr Return 13.4% | 1yr Return 6.8% | Total Assets $506M | 6M Money Flow -$11M | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
Expense Ratio 3.02% | TTM Yield 2.4% | 3yr Sharpe -0.03 | YTD Return 1.4% | 3yr Return 13.5% | 1yr Return 7.0% | Total Assets $101M | 6M Money Flow -$4M | |
Expense Ratio 1.02% | TTM Yield 3.5% | 3yr Sharpe -0.01 | YTD Return 0.9% | 3yr Return 13.5% | 1yr Return 8.0% | Total Assets $122M | 6M Money Flow -$11M | |
Expense Ratio 1.77% Expense Ratio 0.85% Expense Ratio 1.27% Expense Ratio 0.77% | ||||||||
Expense Ratio 1.08% | TTM Yield 2.1% | 3yr Sharpe -0.02 | YTD Return 0.4% | 3yr Return 13.6% | 1yr Return 6.5% | Total Assets $31M | 6M Money Flow $2M | |
Expense Ratio 1.47% | ||||||||
Expense Ratio 0.75% | TTM Yield 5.6% | 3yr Sharpe 0.00 | YTD Return 3.2% | 3yr Return 13.7% | 1yr Return 9.6% | Total Assets $283M | 6M Money Flow -$39M | |
Expense Ratio 0.55% Expense Ratio 0.65% Expense Ratio 1.75% Expense Ratio 1.00% | ||||||||
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 | |
Expense Ratio 0.23% | ||||||||
Expense Ratio 1.10% | TTM Yield 2.8% | 3yr Sharpe 0.00 | YTD Return 2.0% | 3yr Return 13.9% | 1yr Return 9.0% | Total Assets $36M | 6M Money Flow -$4M | |
Expense Ratio 1.35% | ||||||||
Expense Ratio 1.12% | TTM Yield 3.7% | 3yr Sharpe 0.00 | YTD Return 0.2% | 3yr Return 14.0% | 1yr Return 8.0% | Total Assets $185M | 6M Money Flow -$18M | |
Expense Ratio 1.87% Expense Ratio 0.87% | ||||||||
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 | |
Expense Ratio 1.31% | ||||||||
Expense Ratio 1.04% | TTM Yield 3.0% | 3yr Sharpe 0.01 | YTD Return 0.9% | 3yr Return 14.0% | 1yr Return 8.0% | Total Assets $176M | 6M Money Flow -$5M | |
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 0.59% | 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 | |
Expense Ratio 0.40% Expense Ratio 1.33% Expense Ratio 0.30% Expense Ratio 0.65% Expense Ratio 0.30% Expense Ratio 0.63% Expense Ratio 0.95% Expense Ratio 1.28% Expense Ratio 0.43% Expense Ratio 1.32% Expense Ratio 0.35% Expense Ratio 1.08% | ||||||||
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 | |
Expense Ratio 0.02% Expense Ratio 0.62% | ||||||||
Expense Ratio 1.04% | TTM Yield 2.8% | 3yr Sharpe 0.01 | YTD Return 1.2% | 3yr Return 14.1% | 1yr Return 8.1% | Total Assets $480M | 6M Money Flow $30M | |
Expense Ratio 0.91% Expense Ratio 1.85% Expense Ratio 0.72% Expense Ratio 0.73% | ||||||||
Expense Ratio 2.68% | TTM Yield 8.1% | 3yr Sharpe 0.01 | YTD Return -7.1% | 3yr Return 14.3% | 1yr Return 0.9% | Total Assets $18M | 6M Money Flow $517K | |
Expense Ratio 2.93% Expense Ratio 3.68% | ||||||||
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 | |
Expense Ratio 0.58% Expense Ratio 0.58% Expense Ratio 1.58% Expense Ratio 0.52% Expense Ratio 0.83% | ||||||||
Expense Ratio 0.94% | TTM Yield 2.6% | 3yr Sharpe 0.01 | YTD Return -0.1% | 3yr Return 14.4% | 1yr Return 7.1% | Total Assets $49M | 6M Money Flow $572K | |
Expense Ratio 1.19% Expense Ratio 1.29% Expense Ratio 1.69% Expense Ratio 0.69% | ||||||||