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Conservative Allocationor search across All Categories

Statistics as of Nov 01, 2024

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Found total of 44 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.
Conservative Allocation
Expense Ratio
0.49%
TTM Yield
3.3%
3yr Sharpe
-0.47
YTD Return
5.1%
3yr Return
2.0%
1yr Return
12.6%
Total Assets
$5B
6M Money Flow
-$312M
Conservative Allocation
Expense Ratio
0.11%
TTM Yield
3.6%
3yr Sharpe
-0.52
YTD Return
4.4%
3yr Return
-1.4%
1yr Return
13.0%
Total Assets
$4B
6M Money Flow
-$219M
Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.1%
3yr Sharpe
-0.40
YTD Return
6.2%
3yr Return
0.8%
1yr Return
15.4%
Total Assets
$2B
6M Money Flow
-$124M
Conservative Allocation
Expense Ratio
1.95%
TTM Yield
2.5%
3yr Sharpe
-0.08
YTD Return
6.2%
3yr Return
9.0%
1yr Return
11.5%
Total Assets
$2B
6M Money Flow
-$121M
Conservative Allocation
Expense Ratio
0.88%
TTM Yield
4.0%
3yr Sharpe
-0.40
YTD Return
5.9%
3yr Return
2.0%
1yr Return
14.2%
Total Assets
$2B
6M Money Flow
-$104M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
2.9%
3yr Sharpe
-0.35
YTD Return
5.3%
3yr Return
3.1%
1yr Return
13.4%
Total Assets
$1B
6M Money Flow
-$232M
Conservative Allocation
Expense Ratio
0.70%
TTM Yield
4.1%
3yr Sharpe
-0.33
YTD Return
6.4%
3yr Return
2.8%
1yr Return
15.7%
Total Assets
$984M
6M Money Flow
-$49M
Conservative Allocation
Expense Ratio
3.23%
TTM Yield
5.3%
3yr Sharpe
-0.39
YTD Return
15.0%
3yr Return
-11.6%
1yr Return
22.8%
Total Assets
$829M
6M Money Flow
-
Conservative Allocation
Expense Ratio
0.48%
TTM Yield
5.6%
3yr Sharpe
-0.22
YTD Return
5.2%
3yr Return
6.2%
1yr Return
13.8%
Total Assets
$762M
6M Money Flow
-$9M
Conservative Allocation
Expense Ratio
0.24%
TTM Yield
3.3%
3yr Sharpe
-0.22
YTD Return
6.9%
3yr Return
7.6%
1yr Return
12.1%
Total Assets
$684M
6M Money Flow
-$55M
Expense Ratio
0.42%
TTM Yield
2.8%
3yr Sharpe
-0.19
YTD Return
5.9%
3yr Return
8.3%
1yr Return
11.3%
Total Assets
$667M
6M Money Flow
$48M
Conservative Allocation
Expense Ratio
1.03%
TTM Yield
2.4%
3yr Sharpe
-0.30
YTD Return
8.8%
3yr Return
3.4%
1yr Return
19.0%
Total Assets
$570M
6M Money Flow
-$6M
Conservative Allocation
Expense Ratio
0.62%
TTM Yield
3.9%
3yr Sharpe
-0.37
YTD Return
4.8%
3yr Return
8.0%
1yr Return
8.8%
Total Assets
$496M
6M Money Flow
-$49M
Conservative Allocation
Expense Ratio
0.60%
TTM Yield
3.0%
3yr Sharpe
-0.54
YTD Return
5.4%
3yr Return
-2.5%
1yr Return
14.5%
Total Assets
$429M
6M Money Flow
-$25M
Conservative Allocation
Expense Ratio
0.91%
TTM Yield
2.9%
3yr Sharpe
-0.40
YTD Return
6.3%
3yr Return
4.0%
1yr Return
12.6%
Total Assets
$411M
6M Money Flow
-$24M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.0%
3yr Sharpe
-0.46
YTD Return
5.5%
3yr Return
1.2%
1yr Return
13.1%
Total Assets
$387M
6M Money Flow
-$17M
Conservative Allocation
Expense Ratio
0.90%
TTM Yield
2.9%
3yr Sharpe
-0.50
YTD Return
4.4%
3yr Return
1.3%
1yr Return
11.8%
Total Assets
$333M
6M Money Flow
-$21M
Conservative Allocation
Expense Ratio
0.50%
TTM Yield
3.6%
3yr Sharpe
-0.36
YTD Return
5.4%
3yr Return
2.3%
1yr Return
14.2%
Total Assets
$328M
6M Money Flow
$8M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.4%
3yr Sharpe
-0.55
YTD Return
4.3%
3yr Return
-0.9%
1yr Return
11.9%
Total Assets
$292M
6M Money Flow
-$16M
Conservative Allocation
Expense Ratio
0.87%
TTM Yield
3.2%
3yr Sharpe
-0.52
YTD Return
5.3%
3yr Return
-1.0%
1yr Return
13.1%
Total Assets
$265M
6M Money Flow
-$29M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
1.7%
3yr Sharpe
-0.70
YTD Return
4.0%
3yr Return
-1.7%
1yr Return
11.1%
Total Assets
$221M
6M Money Flow
$12M
Conservative Allocation
Expense Ratio
0.60%
TTM Yield
4.0%
3yr Sharpe
-0.37
YTD Return
5.7%
3yr Return
3.4%
1yr Return
13.6%
Total Assets
$206M
6M Money Flow
-$9M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.9%
3yr Sharpe
-0.19
YTD Return
8.5%
3yr Return
6.5%
1yr Return
19.1%
Total Assets
$191M
6M Money Flow
-$13M
Conservative Allocation
Expense Ratio
0.78%
TTM Yield
3.2%
3yr Sharpe
-0.51
YTD Return
4.1%
3yr Return
-1.8%
1yr Return
13.8%
Total Assets
$182M
6M Money Flow
$516K
Conservative Allocation
Expense Ratio
0.96%
TTM Yield
3.5%
3yr Sharpe
-0.51
YTD Return
5.2%
3yr Return
-1.3%
1yr Return
13.9%
Total Assets
$157M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
3.1%
3yr Sharpe
-0.28
YTD Return
6.9%
3yr Return
6.1%
1yr Return
15.8%
Total Assets
$142M
6M Money Flow
$7M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
3.2%
3yr Sharpe
-0.54
YTD Return
5.7%
3yr Return
-1.8%
1yr Return
13.8%
Total Assets
$136M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
1.35%
TTM Yield
4.5%
3yr Sharpe
-1.27
YTD Return
0.6%
3yr Return
-2.1%
1yr Return
3.7%
Total Assets
$107M
6M Money Flow
-$16M
Conservative Allocation
Expense Ratio
1.79%
TTM Yield
2.8%
3yr Sharpe
-0.80
YTD Return
3.0%
3yr Return
-5.8%
1yr Return
10.2%
Total Assets
$102M
6M Money Flow
-$17M
Conservative Allocation
Expense Ratio
0.66%
TTM Yield
0.4%
3yr Sharpe
-0.45
YTD Return
6.0%
3yr Return
1.0%
1yr Return
14.3%
Total Assets
$101M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
4.7%
3yr Sharpe
-0.52
YTD Return
3.7%
3yr Return
-8.5%
1yr Return
19.2%
Total Assets
$78M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.4%
3yr Sharpe
-0.44
YTD Return
5.7%
3yr Return
2.7%
1yr Return
12.7%
Total Assets
$75M
6M Money Flow
-$6M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
3.0%
3yr Sharpe
-0.58
YTD Return
4.2%
3yr Return
-3.5%
1yr Return
13.3%
Total Assets
$72M
6M Money Flow
-$9M
Conservative Allocation
Expense Ratio
0.21%
TTM Yield
4.4%
3yr Sharpe
-0.45
YTD Return
5.0%
3yr Return
-0.5%
1yr Return
14.8%
Total Assets
$60M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.98%
TTM Yield
4.1%
3yr Sharpe
-0.44
YTD Return
5.5%
3yr Return
2.7%
1yr Return
12.7%
Total Assets
$49M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.6%
3yr Sharpe
-0.54
YTD Return
4.8%
3yr Return
-1.8%
1yr Return
13.2%
Total Assets
$43M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
2.33%
TTM Yield
5.6%
3yr Sharpe
-0.05
YTD Return
6.0%
3yr Return
5.0%
1yr Return
17.7%
Total Assets
$41M
6M Money Flow
$4M
Conservative Allocation
Expense Ratio
1.66%
TTM Yield
3.7%
3yr Sharpe
-
YTD Return
6.1%
3yr Return
-
1yr Return
12.6%
Total Assets
$36M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
0.29%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
0.1%
3yr Return
-
1yr Return
1.1%
Total Assets
$32M
6M Money Flow
$10M
Conservative Allocation
Expense Ratio
0.81%
TTM Yield
5.5%
3yr Sharpe
-0.09
YTD Return
5.7%
3yr Return
10.1%
1yr Return
12.7%
Total Assets
$31M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
2.46%
TTM Yield
2.2%
3yr Sharpe
-0.59
YTD Return
-1.3%
3yr Return
-17.3%
1yr Return
11.3%
Total Assets
$26M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.4%
3yr Sharpe
-0.70
YTD Return
3.4%
3yr Return
1.5%
1yr Return
9.0%
Total Assets
$24M
6M Money Flow
-$192K