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Conservative Allocationor search across All Categories

Statistics as of Oct 03, 2024

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Found total of 46 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
-0.30
YTD Return
6.6%
3yr Return
4.4%
1yr Return
14.7%
Total Assets
$5B
6M Money Flow
-$272M
Conservative Allocation
Expense Ratio
0.11%
TTM Yield
3.5%
3yr Sharpe
-0.39
YTD Return
6.4%
3yr Return
1.0%
1yr Return
15.9%
Total Assets
$4B
6M Money Flow
-$280M
Conservative Allocation
Expense Ratio
0.85%
TTM Yield
3.0%
3yr Sharpe
-0.24
YTD Return
8.0%
3yr Return
4.0%
1yr Return
18.1%
Total Assets
$2B
6M Money Flow
-$127M
Conservative Allocation
Expense Ratio
1.95%
TTM Yield
2.4%
3yr Sharpe
0.09
YTD Return
8.9%
3yr Return
13.3%
1yr Return
16.6%
Total Assets
$2B
6M Money Flow
-$121M
Conservative Allocation
Expense Ratio
0.88%
TTM Yield
4.0%
3yr Sharpe
-0.27
YTD Return
7.5%
3yr Return
4.3%
1yr Return
16.4%
Total Assets
$2B
6M Money Flow
-$91M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
2.9%
3yr Sharpe
-0.19
YTD Return
6.9%
3yr Return
6.1%
1yr Return
14.5%
Total Assets
$1B
6M Money Flow
-$343M
Conservative Allocation
Expense Ratio
0.70%
TTM Yield
4.1%
3yr Sharpe
-0.20
YTD Return
8.0%
3yr Return
5.4%
1yr Return
17.7%
Total Assets
$1B
6M Money Flow
-$58M
Conservative Allocation
Expense Ratio
3.23%
TTM Yield
10.7%
3yr Sharpe
-0.24
YTD Return
16.7%
3yr Return
-5.9%
1yr Return
27.9%
Total Assets
$829M
6M Money Flow
-
Conservative Allocation
Expense Ratio
0.48%
TTM Yield
5.3%
3yr Sharpe
-0.07
YTD Return
7.2%
3yr Return
8.8%
1yr Return
16.7%
Total Assets
$780M
6M Money Flow
-$9M
Conservative Allocation
Expense Ratio
0.24%
TTM Yield
3.3%
3yr Sharpe
-0.10
YTD Return
7.2%
3yr Return
8.8%
1yr Return
12.8%
Total Assets
$691M
6M Money Flow
-$53M
Expense Ratio
0.42%
TTM Yield
2.8%
3yr Sharpe
-0.05
YTD Return
7.3%
3yr Return
10.2%
1yr Return
13.0%
Total Assets
$673M
6M Money Flow
$53M
Conservative Allocation
Expense Ratio
1.03%
TTM Yield
2.3%
3yr Sharpe
-0.15
YTD Return
10.7%
3yr Return
6.1%
1yr Return
21.9%
Total Assets
$583M
6M Money Flow
-$8M
Conservative Allocation
Expense Ratio
0.62%
TTM Yield
3.8%
3yr Sharpe
-0.13
YTD Return
5.8%
3yr Return
9.4%
1yr Return
10.2%
Total Assets
$505M
6M Money Flow
-$54M
Conservative Allocation
Expense Ratio
0.60%
TTM Yield
3.0%
3yr Sharpe
-0.38
YTD Return
7.3%
3yr Return
0.4%
1yr Return
17.3%
Total Assets
$439M
6M Money Flow
-$33M
Conservative Allocation
Expense Ratio
0.91%
TTM Yield
2.8%
3yr Sharpe
-0.24
YTD Return
7.3%
3yr Return
5.9%
1yr Return
14.3%
Total Assets
$427M
6M Money Flow
-$16M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.0%
3yr Sharpe
-0.29
YTD Return
6.9%
3yr Return
3.8%
1yr Return
15.3%
Total Assets
$392M
6M Money Flow
-$21M
Conservative Allocation
Expense Ratio
0.90%
TTM Yield
2.8%
3yr Sharpe
-0.32
YTD Return
6.2%
3yr Return
3.9%
1yr Return
14.3%
Total Assets
$343M
6M Money Flow
-$20M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.5%
3yr Sharpe
-0.23
YTD Return
7.1%
3yr Return
4.6%
1yr Return
16.9%
Total Assets
$333M
6M Money Flow
$10M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.3%
3yr Sharpe
-0.37
YTD Return
6.4%
3yr Return
2.0%
1yr Return
14.7%
Total Assets
$300M
6M Money Flow
-$17M
Conservative Allocation
Expense Ratio
0.87%
TTM Yield
3.2%
3yr Sharpe
-0.35
YTD Return
6.9%
3yr Return
1.6%
1yr Return
15.6%
Total Assets
$271M
6M Money Flow
-$31M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
1.7%
3yr Sharpe
-0.53
YTD Return
5.6%
3yr Return
0.4%
1yr Return
12.8%
Total Assets
$224M
6M Money Flow
$12M
Conservative Allocation
Expense Ratio
0.60%
TTM Yield
3.9%
3yr Sharpe
-0.21
YTD Return
7.5%
3yr Return
5.9%
1yr Return
16.1%
Total Assets
$211M
6M Money Flow
-$9M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
3.8%
3yr Sharpe
-0.04
YTD Return
10.2%
3yr Return
9.3%
1yr Return
21.5%
Total Assets
$194M
6M Money Flow
-$15M
Conservative Allocation
Expense Ratio
0.78%
TTM Yield
3.1%
3yr Sharpe
-0.35
YTD Return
6.5%
3yr Return
1.2%
1yr Return
17.3%
Total Assets
$188M
6M Money Flow
$1M
Conservative Allocation
Expense Ratio
1.35%
TTM Yield
4.4%
3yr Sharpe
-0.93
YTD Return
2.6%
3yr Return
0.5%
1yr Return
4.3%
Total Assets
$165M
6M Money Flow
$50M
Conservative Allocation
Expense Ratio
0.96%
TTM Yield
3.4%
3yr Sharpe
-0.36
YTD Return
7.5%
3yr Return
1.3%
1yr Return
17.1%
Total Assets
$164M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
3.0%
3yr Sharpe
-0.08
YTD Return
8.4%
3yr Return
8.7%
1yr Return
18.0%
Total Assets
$142M
6M Money Flow
$5M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
3.2%
3yr Sharpe
-0.41
YTD Return
7.3%
3yr Return
0.3%
1yr Return
16.0%
Total Assets
$140M
6M Money Flow
-$13M
Conservative Allocation
Expense Ratio
1.79%
TTM Yield
2.8%
3yr Sharpe
-0.63
YTD Return
5.1%
3yr Return
-3.3%
1yr Return
13.0%
Total Assets
$105M
6M Money Flow
-$17M
Conservative Allocation
Expense Ratio
0.66%
TTM Yield
0.4%
3yr Sharpe
-0.30
YTD Return
7.3%
3yr Return
3.2%
1yr Return
16.4%
Total Assets
$102M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
4.5%
3yr Sharpe
-0.40
YTD Return
7.2%
3yr Return
-5.1%
1yr Return
23.5%
Total Assets
$81M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.3%
3yr Sharpe
-0.29
YTD Return
7.0%
3yr Return
4.7%
1yr Return
14.7%
Total Assets
$76M
6M Money Flow
-$7M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.5%
3yr Sharpe
-0.43
YTD Return
5.7%
3yr Return
-1.7%
1yr Return
15.3%
Total Assets
$75M
6M Money Flow
-$9M
Conservative Allocation
Expense Ratio
0.21%
TTM Yield
4.3%
3yr Sharpe
-0.31
YTD Return
7.1%
3yr Return
1.8%
1yr Return
17.4%
Total Assets
$62M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.98%
TTM Yield
4.0%
3yr Sharpe
-0.27
YTD Return
6.9%
3yr Return
5.0%
1yr Return
14.6%
Total Assets
$50M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
2.6%
3yr Sharpe
-0.36
YTD Return
7.0%
3yr Return
1.3%
1yr Return
15.9%
Total Assets
$44M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
2.33%
TTM Yield
5.2%
3yr Sharpe
-0.05
YTD Return
8.6%
3yr Return
9.2%
1yr Return
21.8%
Total Assets
$42M
6M Money Flow
$6M
Conservative Allocation
Expense Ratio
1.66%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
7.4%
3yr Return
-
1yr Return
13.8%
Total Assets
$37M
6M Money Flow
-$868K
Conservative Allocation
Expense Ratio
0.81%
TTM Yield
6.0%
3yr Sharpe
0.08
YTD Return
6.8%
3yr Return
11.9%
1yr Return
15.3%
Total Assets
$32M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
0.29%
TTM Yield
3.8%
3yr Sharpe
-
YTD Return
1.9%
3yr Return
-
1yr Return
3.6%
Total Assets
$30M
6M Money Flow
$8M
Conservative Allocation
Expense Ratio
2.46%
TTM Yield
2.2%
3yr Sharpe
-0.51
YTD Return
4.4%
3yr Return
-13.1%
1yr Return
17.4%
Total Assets
$28M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.4%
3yr Sharpe
-0.53
YTD Return
5.2%
3yr Return
3.3%
1yr Return
11.5%
Total Assets
$23M
6M Money Flow
-$2M