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Conservative Allocationor search across All Categories

Statistics as of Feb 07, 2025

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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
-0.36
YTD Return
1.4%
3yr Return
6.3%
1yr Return
6.6%
Total Assets
$6B
6M Money Flow
$255M
Conservative Allocation
Expense Ratio
0.11%
TTM Yield
3.6%
3yr Sharpe
-0.44
YTD Return
1.4%
3yr Return
3.4%
1yr Return
6.6%
Total Assets
$4B
6M Money Flow
-$181M
Conservative Allocation
Expense Ratio
0.42%
TTM Yield
3.0%
3yr Sharpe
-0.30
YTD Return
1.6%
3yr Return
6.1%
1yr Return
7.9%
Total Assets
$2B
6M Money Flow
-$145M
Conservative Allocation
Expense Ratio
1.95%
TTM Yield
3.7%
3yr Sharpe
-0.10
YTD Return
3.1%
3yr Return
11.3%
1yr Return
9.0%
Total Assets
$2B
6M Money Flow
-$82M
Conservative Allocation
Expense Ratio
0.88%
TTM Yield
4.1%
3yr Sharpe
-0.29
YTD Return
1.5%
3yr Return
6.7%
1yr Return
7.8%
Total Assets
$2B
6M Money Flow
-$114M
Conservative Allocation
Expense Ratio
0.77%
TTM Yield
3.1%
3yr Sharpe
-0.27
YTD Return
1.9%
3yr Return
7.1%
1yr Return
7.5%
Total Assets
$1B
6M Money Flow
-$40M
Conservative Allocation
Expense Ratio
0.70%
TTM Yield
4.1%
3yr Sharpe
-0.24
YTD Return
1.3%
3yr Return
7.4%
1yr Return
8.3%
Total Assets
$982M
6M Money Flow
-$36M
Conservative Allocation
Expense Ratio
3.23%
TTM Yield
6.5%
3yr Sharpe
-0.33
YTD Return
1.5%
3yr Return
-8.4%
1yr Return
14.2%
Total Assets
$809M
6M Money Flow
-$33M
Conservative Allocation
Expense Ratio
0.48%
TTM Yield
5.7%
3yr Sharpe
-0.17
YTD Return
1.5%
3yr Return
9.2%
1yr Return
6.7%
Total Assets
$777M
6M Money Flow
$1M
Conservative Allocation
Expense Ratio
0.42%
TTM Yield
3.0%
3yr Sharpe
-0.16
YTD Return
0.9%
3yr Return
10.8%
1yr Return
7.1%
Total Assets
$699M
6M Money Flow
$51M
Conservative Allocation
Expense Ratio
0.24%
TTM Yield
3.3%
3yr Sharpe
-0.11
YTD Return
1.3%
3yr Return
11.6%
1yr Return
8.2%
Total Assets
$668M
6M Money Flow
-$47M
Conservative Allocation
Expense Ratio
1.00%
TTM Yield
3.0%
3yr Sharpe
-0.15
YTD Return
1.9%
3yr Return
9.6%
1yr Return
10.1%
Total Assets
$582M
6M Money Flow
-$2M
Conservative Allocation
Expense Ratio
0.62%
TTM Yield
5.4%
3yr Sharpe
-0.26
YTD Return
1.1%
3yr Return
10.9%
1yr Return
5.9%
Total Assets
$473M
6M Money Flow
-$49M
Conservative Allocation
Expense Ratio
0.64%
TTM Yield
4.0%
3yr Sharpe
-0.43
YTD Return
1.7%
3yr Return
2.8%
1yr Return
7.3%
Total Assets
$444M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
0.41%
TTM Yield
4.0%
3yr Sharpe
-0.26
YTD Return
1.5%
3yr Return
8.6%
1yr Return
7.5%
Total Assets
$408M
6M Money Flow
-$24M
Conservative Allocation
Expense Ratio
0.72%
TTM Yield
3.1%
3yr Sharpe
-0.36
YTD Return
1.5%
3yr Return
5.7%
1yr Return
7.3%
Total Assets
$379M
6M Money Flow
-$22M
Conservative Allocation
Expense Ratio
0.75%
TTM Yield
3.5%
3yr Sharpe
-0.27
YTD Return
1.5%
3yr Return
6.9%
1yr Return
7.6%
Total Assets
$336M
6M Money Flow
$12M
Conservative Allocation
Expense Ratio
0.90%
TTM Yield
3.3%
3yr Sharpe
-0.43
YTD Return
1.7%
3yr Return
5.1%
1yr Return
6.1%
Total Assets
$323M
6M Money Flow
-$23M
Conservative Allocation
Expense Ratio
0.52%
TTM Yield
3.6%
3yr Sharpe
-0.46
YTD Return
1.5%
3yr Return
3.5%
1yr Return
6.0%
Total Assets
$271M
6M Money Flow
-$35M
Conservative Allocation
Expense Ratio
0.87%
TTM Yield
3.1%
3yr Sharpe
-0.42
YTD Return
1.3%
3yr Return
3.8%
1yr Return
6.7%
Total Assets
$255M
6M Money Flow
-$25M
Conservative Allocation
Expense Ratio
0.83%
TTM Yield
4.1%
3yr Sharpe
-0.09
YTD Return
1.3%
3yr Return
11.2%
1yr Return
9.6%
Total Assets
$228M
6M Money Flow
-$6M
Conservative Allocation
Expense Ratio
2.25%
TTM Yield
2.0%
3yr Sharpe
-0.68
YTD Return
1.4%
3yr Return
0.4%
1yr Return
5.3%
Total Assets
$221M
6M Money Flow
$5M
Conservative Allocation
Expense Ratio
0.60%
TTM Yield
4.2%
3yr Sharpe
-0.28
YTD Return
1.6%
3yr Return
7.8%
1yr Return
7.6%
Total Assets
$208M
6M Money Flow
-$5M
Conservative Allocation
Expense Ratio
0.31%
TTM Yield
3.3%
3yr Sharpe
-0.43
YTD Return
1.5%
3yr Return
2.5%
1yr Return
6.3%
Total Assets
$179M
6M Money Flow
-$7M
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
2.9%
3yr Sharpe
-0.17
YTD Return
1.8%
3yr Return
10.2%
1yr Return
8.3%
Total Assets
$154M
6M Money Flow
$12M
Conservative Allocation
Expense Ratio
0.96%
TTM Yield
3.3%
3yr Sharpe
-0.42
YTD Return
1.4%
3yr Return
3.0%
1yr Return
6.7%
Total Assets
$153M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
1.11%
TTM Yield
4.2%
3yr Sharpe
-0.41
YTD Return
1.5%
3yr Return
3.8%
1yr Return
7.6%
Total Assets
$132M
6M Money Flow
-$10M
Conservative Allocation
Expense Ratio
1.67%
TTM Yield
4.0%
3yr Sharpe
-0.95
YTD Return
0.6%
3yr Return
0.3%
1yr Return
1.9%
Total Assets
$126M
6M Money Flow
$21M
Conservative Allocation
Expense Ratio
0.88%
TTM Yield
5.7%
3yr Sharpe
-0.02
YTD Return
1.7%
3yr Return
13.3%
1yr Return
11.6%
Total Assets
$102M
6M Money Flow
$949K
Conservative Allocation
Expense Ratio
0.66%
TTM Yield
0.4%
3yr Sharpe
-0.33
YTD Return
1.5%
3yr Return
5.7%
1yr Return
7.8%
Total Assets
$101M
6M Money Flow
-$4M
Conservative Allocation
Expense Ratio
1.04%
TTM Yield
3.5%
3yr Sharpe
-0.60
YTD Return
1.0%
3yr Return
0.7%
1yr Return
5.4%
Total Assets
$97M
6M Money Flow
-$12M
Conservative Allocation
Expense Ratio
0.71%
TTM Yield
3.5%
3yr Sharpe
-0.32
YTD Return
1.3%
3yr Return
7.5%
1yr Return
6.7%
Total Assets
$77M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
1.18%
TTM Yield
4.7%
3yr Sharpe
-0.42
YTD Return
2.7%
3yr Return
-1.0%
1yr Return
8.0%
Total Assets
$77M
6M Money Flow
-$5M
Conservative Allocation
Expense Ratio
0.99%
TTM Yield
3.3%
3yr Sharpe
-0.52
YTD Return
1.6%
3yr Return
0.3%
1yr Return
5.9%
Total Assets
$68M
6M Money Flow
-$7M
Conservative Allocation
Expense Ratio
0.21%
TTM Yield
4.9%
3yr Sharpe
-0.42
YTD Return
1.4%
3yr Return
2.7%
1yr Return
6.1%
Total Assets
$55M
6M Money Flow
-$5M
Conservative Allocation
Expense Ratio
0.73%
TTM Yield
3.9%
3yr Sharpe
-0.32
YTD Return
1.6%
3yr Return
7.4%
1yr Return
7.2%
Total Assets
$52M
6M Money Flow
$514K
Conservative Allocation
Expense Ratio
0.70%
TTM Yield
2.8%
3yr Sharpe
-0.46
YTD Return
1.6%
3yr Return
2.1%
1yr Return
6.1%
Total Assets
$42M
6M Money Flow
-$3M
Conservative Allocation
Expense Ratio
2.33%
TTM Yield
6.4%
3yr Sharpe
-0.11
YTD Return
1.8%
3yr Return
9.4%
1yr Return
7.7%
Total Assets
$41M
6M Money Flow
$2M
Conservative Allocation
Expense Ratio
1.83%
TTM Yield
3.6%
3yr Sharpe
-
YTD Return
1.7%
3yr Return
-
1yr Return
7.4%
Total Assets
$37M
6M Money Flow
-$551K
Conservative Allocation
Expense Ratio
2.41%
TTM Yield
2.3%
3yr Sharpe
-0.63
YTD Return
2.2%
3yr Return
-15.1%
1yr Return
-2.7%
Total Assets
$32M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
0.81%
TTM Yield
4.0%
3yr Sharpe
-0.03
YTD Return
1.5%
3yr Return
12.8%
1yr Return
7.1%
Total Assets
$31M
6M Money Flow
-$1M
Conservative Allocation
Expense Ratio
1.09%
TTM Yield
4.4%
3yr Sharpe
-0.65
YTD Return
1.1%
3yr Return
4.3%
1yr Return
4.6%
Total Assets
$22M
6M Money Flow
-$2M