Motley Fool

Statistics as of Apr 02, 2025

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Found total of 6 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 ReturnTotal Assets6M Money Flow ▼
Large Growth
Expense Ratio
0.50%
TTM Yield
0.2%
3yr Sharpe
0.35
YTD Return
-6.0%
3yr Return
39.6%
1yr Return
15.2%
Total Assets
$1B
6M Money Flow
$148M
Large Growth
Expense Ratio
0.50%
TTM Yield
0.4%
3yr Sharpe
0.43
YTD Return
-1.6%
3yr Return
45.0%
1yr Return
13.3%
Total Assets
$73M
6M Money Flow
$19M
Mid-Cap Growth
Expense Ratio
0.50%
TTM Yield
0.1%
3yr Sharpe
-0.13
YTD Return
-4.3%
3yr Return
6.7%
1yr Return
8.7%
Total Assets
$29M
6M Money Flow
$5M
Small Growth
Expense Ratio
0.85%
TTM Yield
0.0%
3yr Sharpe
-0.13
YTD Return
-6.3%
3yr Return
5.9%
1yr Return
7.1%
Total Assets
$81M
6M Money Flow
$4M
Mid-Cap Growth
Expense Ratio
0.85%
TTM Yield
0.1%
3yr Sharpe
-0.03
YTD Return
-1.0%
3yr Return
13.4%
1yr Return
11.1%
Total Assets
$177M
6M Money Flow
-$28M
Global Large-Stock Growth
Expense Ratio
0.85%
TTM Yield
0.4%
3yr Sharpe
0.01
YTD Return
-1.0%
3yr Return
15.3%
1yr Return
5.9%
Total Assets
$383M
6M Money Flow
-$62M