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 0.48% | TTM Yield 2.6% | 3yr Sharpe -0.51 | YTD Return 2.5% | 3yr Return -12.0% | 1yr Return 2.2% | Total Assets $521M | 6M Money Flow -$76M | |
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 | |
Expense Ratio 0.42% Expense Ratio 1.44% Expense Ratio 0.92% Expense Ratio 0.35% Expense Ratio 0.74% | ||||||||
Expense Ratio 1.82% | TTM Yield 2.4% | 3yr Sharpe -0.09 | YTD Return 0.6% | 3yr Return 6.7% | 1yr Return 3.1% | Total Assets $13M | 6M Money Flow $47K | |
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 0.59% | 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 | |
Expense Ratio 0.40% Expense Ratio 1.33% Expense Ratio 0.30% Expense Ratio 0.30% Expense Ratio 0.65% Expense Ratio 0.63% Expense Ratio 0.95% Expense Ratio 1.28% Expense Ratio 1.32% Expense Ratio 0.43% Expense Ratio 0.35% Expense Ratio 1.08% | ||||||||
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 0.98% | 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 | |
Expense Ratio 1.23% Expense Ratio 1.73% | ||||||||
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 0.89% | 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 0.70% | 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 | |
Expense Ratio 0.43% Expense Ratio 1.45% Expense Ratio 0.93% Expense Ratio 0.36% Expense Ratio 0.75% | ||||||||
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 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 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 0.70% | 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 0.18% | 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 | |
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 | |
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 | |
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 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 | |
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 | |
Expense Ratio 0.69% Expense Ratio 1.44% Expense Ratio 0.44% | ||||||||
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 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 0.80% | 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 | |
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 | |
Expense Ratio 1.79% Expense Ratio 0.72% | ||||||||
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 0.17% | 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 | |
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 1.18% | TTM Yield 1.8% | 3yr Sharpe -0.27 | YTD Return -1.6% | 3yr Return 1.9% | 1yr Return 1.1% | Total Assets $169M | 6M Money Flow -$6M | |
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 0.51% | TTM Yield 3.1% | 3yr Sharpe -0.23 | YTD Return -1.7% | 3yr Return 5.0% | 1yr Return 2.8% | Total Assets $2B | 6M Money Flow -$79M | |
Expense Ratio 0.48% Expense Ratio 0.79% Expense Ratio 0.54% Expense Ratio 1.04% Expense Ratio 1.54% | ||||||||
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 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 | |
Expense Ratio 0.35% Expense Ratio 0.25% Expense Ratio 0.20% | ||||||||
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 0.50% | TTM Yield 3.1% | 3yr Sharpe -0.15 | YTD Return -1.8% | 3yr Return 5.5% | 1yr Return 3.2% | Total Assets $190M | 6M Money Flow -$11M | |
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 0.83% | TTM Yield 3.2% | 3yr Sharpe -0.17 | YTD Return -1.9% | 3yr Return 5.2% | 1yr Return 2.3% | Total Assets $4B | 6M Money Flow -$154M | |
Expense Ratio 0.58% Expense Ratio 0.58% Expense Ratio 1.58% Expense Ratio 0.52% Expense Ratio 0.83% | ||||||||
Expense Ratio 0.34% | TTM Yield 3.5% | 3yr Sharpe -0.10 | YTD Return -1.9% | 3yr Return 6.9% | 1yr Return 3.1% | Total Assets $2B | 6M Money Flow -$86M | |
Expense Ratio 0.49% Expense Ratio 0.99% Expense Ratio 0.74% | ||||||||
Expense Ratio 0.62% | TTM Yield 2.9% | 3yr Sharpe -0.12 | YTD Return -2.0% | 3yr Return 6.7% | 1yr Return 3.2% | Total Assets $270M | 6M Money Flow -$18M | |
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 0.15% | 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 | |
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 0.39% | TTM Yield 2.9% | 3yr Sharpe -0.25 | YTD Return -2.0% | 3yr Return 3.2% | 1yr Return 2.9% | Total Assets $61M | 6M Money Flow -$183K | |
Expense Ratio 0.49% | ||||||||