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.
| Name | Expense Ratio | TTM Yield ▼ | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.71% | TTM Yield 12.6% | 3yr Sharpe -0.30 | YTD Return -29.6% | 3yr Return -24.4% | 1yr Return -30.6% | Total Assets $7M | 6M Money Flow -$898K | |
Expense Ratio 0.46% Expense Ratio 1.46% | ||||||||
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 - | |
Expense Ratio 2.68% | TTM Yield 8.3% | 3yr Sharpe 0.02 | YTD Return -9.5% | 3yr Return 5.8% | 1yr Return -2.2% | Total Assets $17M | 6M Money Flow $398K | |
Expense Ratio 2.93% Expense Ratio 3.68% | ||||||||
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 | |
Expense Ratio 0.95% | TTM Yield 6.2% | 3yr Sharpe -0.38 | YTD Return -2.6% | 3yr Return -0.6% | 1yr Return 1.1% | Total Assets $872M | 6M Money Flow -$95M | |
Expense Ratio 0.72% Expense Ratio 1.72% Expense Ratio 1.22% Expense Ratio 0.62% | ||||||||
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 | |
Expense Ratio 0.82% Expense Ratio 0.52% Expense Ratio 1.57% | ||||||||
Expense Ratio 3.95% | TTM Yield 6.0% | 3yr Sharpe -0.07 | YTD Return -16.4% | 3yr Return -4.7% | 1yr Return -17.4% | Total Assets $219M | 6M Money Flow -$9M | |
Expense Ratio 0.75% | TTM Yield 6.0% | 3yr Sharpe -0.17 | YTD Return -2.6% | 3yr Return 3.5% | 1yr Return 2.8% | Total Assets $8B | 6M Money Flow -$564M | |
Expense Ratio 0.60% Expense Ratio 1.25% Expense Ratio 0.52% | ||||||||
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 | |
Expense Ratio 0.55% Expense Ratio 0.65% Expense Ratio 1.75% Expense Ratio 1.00% | ||||||||
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 | |
Expense Ratio 0.63% Expense Ratio 0.53% Expense Ratio 1.70% Expense Ratio 0.88% | ||||||||
Expense Ratio 1.05% | TTM Yield 5.7% | 3yr Sharpe -0.07 | YTD Return -2.0% | 3yr Return 7.4% | 1yr Return 2.1% | Total Assets $536M | 6M Money Flow -$45M | |
Expense Ratio 0.66% Expense Ratio 0.75% Expense Ratio 1.79% Expense Ratio 0.76% Expense Ratio 1.37% Expense Ratio 1.07% Expense Ratio 0.66% Expense Ratio 0.77% | ||||||||
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 | |
Expense Ratio 0.69% Expense Ratio 0.58% Expense Ratio 1.69% | ||||||||
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 | |
Expense Ratio 2.36% Expense Ratio 1.61% | ||||||||
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 | |
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe -0.09 | YTD Return -5.2% | 3yr Return 3.0% | 1yr Return 1.9% | Total Assets $657M | 6M Money Flow -$102M | |
Expense Ratio 0.70% | TTM Yield 4.9% | 3yr Sharpe -0.31 | YTD Return -0.6% | 3yr Return 1.2% | 1yr Return 2.9% | Total Assets $496M | 6M Money Flow -$17M | |
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 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 | |
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 | |
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 | |
Expense Ratio 0.64% Expense Ratio 0.55% Expense Ratio 1.64% Expense Ratio 0.64% Expense Ratio 0.89% | ||||||||
Expense Ratio 0.47% | TTM Yield 4.5% | 3yr Sharpe -0.31 | YTD Return -1.9% | 3yr Return 1.4% | 1yr Return 3.0% | Total Assets $314M | 6M Money Flow -$28M | |
Expense Ratio 0.22% Expense Ratio 1.22% Expense Ratio 0.72% Expense Ratio 0.09% | ||||||||
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 | |
Expense Ratio 1.28% | ||||||||
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 | |
Expense Ratio 0.82% Expense Ratio 0.57% Expense Ratio 1.57% Expense Ratio 0.48% Expense Ratio 0.48% | ||||||||
Expense Ratio 0.42% | TTM Yield 4.4% | 3yr Sharpe -0.44 | YTD Return -0.1% | 3yr Return 1.3% | 1yr Return 3.2% | Total Assets $347M | 6M Money Flow -$18M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 0.18% Expense Ratio 0.07% | ||||||||
Expense Ratio 0.86% | TTM Yield 4.4% | 3yr Sharpe -0.20 | YTD Return -4.1% | 3yr Return 3.7% | 1yr Return 0.4% | Total Assets $350M | 6M Money Flow -$20M | |
Expense Ratio 1.04% Expense Ratio 1.79% Expense Ratio 0.61% Expense Ratio 1.09% | ||||||||
Expense Ratio 0.82% | TTM Yield 4.3% | 3yr Sharpe 0.06 | YTD Return -2.4% | 3yr Return 11.3% | 1yr Return 3.2% | Total Assets $76M | 6M Money Flow $5M | |
Expense Ratio 1.07% Expense Ratio 1.32% | ||||||||
Expense Ratio 0.80% | TTM Yield 4.1% | 3yr Sharpe -0.21 | YTD Return -6.6% | 3yr Return 0.7% | 1yr Return -1.3% | Total Assets $3B | 6M Money Flow $66M | |
Expense Ratio 0.84% Expense Ratio 0.74% Expense Ratio 1.09% Expense Ratio 1.84% Expense Ratio 1.08% | ||||||||
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 | |
Expense Ratio 0.40% Expense Ratio 1.34% Expense Ratio 0.63% Expense Ratio 0.30% Expense Ratio 0.30% Expense Ratio 0.66% Expense Ratio 0.40% Expense Ratio 0.92% Expense Ratio 1.38% Expense Ratio 0.63% Expense Ratio 1.39% Expense Ratio 0.43% Expense Ratio 0.35% Expense Ratio 0.87% Expense Ratio 0.53% Expense Ratio 1.36% Expense Ratio 1.10% Expense Ratio 0.32% Expense Ratio 0.35% Expense Ratio 0.71% | ||||||||
Expense Ratio 0.49% | TTM Yield 4.1% | 3yr Sharpe -0.12 | YTD Return -2.0% | 3yr Return 6.6% | 1yr Return 2.9% | Total Assets $184M | 6M Money Flow -$34M | |
Expense Ratio 0.34% Expense Ratio 0.74% Expense Ratio 0.99% | ||||||||
Expense Ratio 0.84% | TTM Yield 4.1% | 3yr Sharpe -0.14 | YTD Return -4.1% | 3yr Return 3.5% | 1yr Return 2.2% | Total Assets $497M | 6M Money Flow -$9M | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.76% | ||||||||
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 | |
Expense Ratio 0.79% | TTM Yield 4.0% | 3yr Sharpe -0.16 | YTD Return -7.2% | 3yr Return 4.1% | 1yr Return 2.1% | Total Assets $50M | 6M Money Flow -$4M | |
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 | |
Expense Ratio 0.23% | ||||||||
Expense Ratio 1.12% | TTM Yield 3.8% | 3yr Sharpe -0.22 | YTD Return -4.1% | 3yr Return 2.5% | 1yr Return 1.6% | Total Assets $179M | 6M Money Flow -$18M | |
Expense Ratio 1.87% Expense Ratio 0.87% | ||||||||
Expense Ratio 0.67% | TTM Yield 3.8% | 3yr Sharpe -0.08 | YTD Return -2.5% | 3yr Return 6.8% | 1yr Return 2.4% | Total Assets $2B | 6M Money Flow -$86M | |
Expense Ratio 0.56% | ||||||||
Expense Ratio 0.52% | TTM Yield 3.7% | 3yr Sharpe -0.13 | YTD Return -2.2% | 3yr Return 6.2% | 1yr Return 2.8% | Total Assets $214M | 6M Money Flow -$28M | |
Expense Ratio 0.91% Expense Ratio 0.83% Expense Ratio 1.16% Expense Ratio 0.60% | ||||||||
Expense Ratio 0.38% | TTM Yield 3.7% | 3yr Sharpe -0.10 | YTD Return -3.1% | 3yr Return 5.6% | 1yr Return 2.3% | Total Assets $1B | 6M Money Flow -$41M | |
Expense Ratio 0.13% | ||||||||
Expense Ratio 0.22% | TTM Yield 3.7% | 3yr Sharpe -0.14 | YTD Return -2.8% | 3yr Return 5.0% | 1yr Return 2.0% | Total Assets $2B | 6M Money Flow -$140M | |
Expense Ratio 0.58% Expense Ratio 0.17% Expense Ratio 0.18% Expense Ratio 1.29% Expense Ratio 0.28% Expense Ratio 0.23% Expense Ratio 0.68% Expense Ratio 0.42% | ||||||||
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 | |
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 1.02% | TTM Yield 3.6% | 3yr Sharpe -0.20 | YTD Return -2.3% | 3yr Return 3.8% | 1yr Return 2.4% | Total Assets $118M | 6M Money Flow -$12M | |
Expense Ratio 1.77% Expense Ratio 0.85% Expense Ratio 1.27% Expense Ratio 0.77% | ||||||||
Expense Ratio 0.99% | TTM Yield 3.6% | 3yr Sharpe -0.21 | YTD Return -1.7% | 3yr Return 4.3% | 1yr Return 3.3% | Total Assets $229M | 6M Money Flow -$14M | |
Expense Ratio 0.74% Expense Ratio 1.74% Expense Ratio 0.67% | ||||||||
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 | |
Expense Ratio 0.94% Expense Ratio 1.94% Expense Ratio 1.44% Expense Ratio 1.04% Expense Ratio 1.19% Expense Ratio 0.88% Expense Ratio 1.54% Expense Ratio 0.88% Expense Ratio 0.94% | ||||||||
Expense Ratio 0.57% | TTM Yield 3.5% | 3yr Sharpe -0.16 | YTD Return -3.1% | 3yr Return 4.9% | 1yr Return 1.8% | Total Assets $99M | 6M Money Flow -$4M | |
Expense Ratio 0.25% Expense Ratio 0.80% Expense Ratio 1.99% | ||||||||